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Chuck has many years of experience providing comprehensive estate planning for business owners, entrepreneurs, and high net worth individuals, including those with estates in excess of $60MM.  His expertise includes sophisticated estate plans, incorporating disclaimers, Clayton elections, Qtip trusts, irrevocable life insurance trusts, personal residence trusts, charitable remainder trusts, grantor retained trusts, cabin trusts, retirement protection trusts, dynasty, and lifetime asset protection trusts.

Chuck is a nationally recognized management consultant to small businesses and professional practices.

Chuck has taught advanced estate and tax planning techniques to over 25,000 CPAs, attorneys, and financial advisors from across the country.

Chuck founded and successfully operated his own law firm in the Twin Cities until deciding to blend his practice with Felhaber Larson

Practice Areas

  • Estate Planning & Administration
  • Business Law & Transactions

Professional Certifications, Awards and Designations

  • Perfect 10 (Superb) rating on AVVO
  • 130+ 5 star Google reviews from clients and financial professionals

Professional Activities & Memberships

  • Open U, University of Minnesota, Minneapolis, MN, Professor, Business Law,  (2000-2003)

Bar Admissions

  • Minnesota (2000)
  • United States District Court, District of Minnesota (1999)

Education

  • JD, William Mitchell College of Law (1999)
    • Editor: Law Review
    • Recipient of CALI Award, given to top student in area of estates and trusts
  • BA, Georgetown University: Government and Theology (1995)

 

Publications

Presentations

Successful speaker, instructor and educator who has taught advanced estate and tax planning techniques to over 25,000 CPAs, attorneys, and financial advisors from across the country. Presentations include:

  • Estate Planning Boot Camp: The Basics for Non-Lawyers 2015
  • Estate Planning Boot Camp: The Basics for Non-Lawyers 2014
  • Advanced Portability Strategies in Estate Planning: Navigating Asset Composition, Decoupling, GST Exemption Issues and More 2014

 

 

 

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