Complex Legal Issues Made Simple
Chad Michael Roggeman
- Of Counsel
Practice Areas:
- Estate Planning 30%
- Business Law 30%
- Estate and Trust Administration 20%
- Guardianship and Conservatorship 20%
Biography
Paralegal: Jamie Babb [email protected]
Since 1998, I have been offering personable and specialized estate planning for clients. I have developed a strong practice emphasizing all aspects of estate planning (including charitable, gift, farm succession, and business succession), business law, probate (estate and trust administration), wills, trusts, guardianships and conservatorships.
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