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Attorney Chad Michael Roggeman

Chad Michael Roggeman

  • Of Counsel

Practice Areas:

  • Estate Planning 30%
  • Business Law 30%
  • Estate and Trust Administration 20%
  • Guardianship and Conservatorship 20%

Biography

Education

  • William Mitchell College of Law, St. Paul, Minnesota
    • J.D. - 1998
    • Honors: cum laude
  • St. Cloud State University, St. Cloud, Minnesota
    • B.A.
    • Honors: cum laude
    • Major: Communications and Political Science (Double Major)

Bar Admission

  • Minnesota, 1998
  • U.S. District Court District of Minnesota, 1999

Representative Cases

  • In re Guardianship of Wells, 733 N.W.2d 506, 2007, Minn. Ct. App
  • In re Estate of Mealey, 695 N.W.2d 143, 2005, Minn. Ct. App.
  • In re Conservatorship of Brady, 607 N.W.2d 781, 2000, Minn. Sup. Ct.

Honors

  • Rising Star, Minnesota Law & Politics
  • University Award for Excellence in Leadership, St. Cloud State University
  • Super Lawyer, Minnesota Law & Politics

Classes & Seminars

  • Estate Planning, CentraCare Health Foundation, 2013 to Present
  • Charitable Giving, NAIFA Twin Cities and Glacial Ridge, 2012
  • Coordinating Retirement Plan Beneficiary Designations with a Client’s Estate Plan, Central Minnesota Estate Planning Council, 2011
  • Planning for Incapacity, Minnesota Continuing Legal Education, 2010
  • Overview of Trusts and Estate Tax Planning, Central Minnesota Community Foundation, 2008
  • Planning for Incapacity, Minnesota Continuing Legal Education, 2006
  • How a Conservator Sells Real Estate, Minnesota Continuing Legal Education, 2006
  • The Charitable IRA Rollover, Central Minnesota Community Foundation, 2006
  • Planning for Incapacity, Minnesota Continuing Legal Education, 2005
  • Less Restrictive Alternatives to Guardianship & Conservatorship , Minnesota Continuing Legal Education, 2004

Pro-Bono Activities

  • Wills for Heroes Legal Clinic Supervisor and Attorney Volunteer, 2008 to Present
  • LegalCORPS Attorney Volunteer, 2017 to Present

Representative Clients

  • First Fiduciary Corporation
  • Presbyterian Family Foundation
  • Wallace Carlson Printing
  • Maverick Software Consulting

Fraternities or Sororities

  • Theta Chi

Professional Associations

  • Minnesota State Bar Association, Real Property, Probate and Trust, and Business Law Sections Member, 1998 to Present
  • Stearns-Benton Bar Association, Member, 2003 to Present
  • John E. Simonett American Inn of Court, Treasurer, 2014 to 2016
  • John E. Simonett American Inn of Court, Member, 2011 to Present
  • Central Minnesota Estate Planning Council, Member, 2003 to Present
  • Central Minnesota Estate Planning Council, President, 2005 to 2007
  • Minnesota Association for Guardianship & Conservatorship, Member, 1998 to Present
  • Minnesota Association for Guardianship & Conservatorship, Director and Journal Editor, 2001 to 2003