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Clayton W. Chan

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Edina, MN

Chan, PLLC Law Offices/Carlson Estate Planning
3300 Edinborough Way, Suite 550
Edina, MN 55435
Phone: 952-444-9907
Fax: 612-373-8881
Selected to Super Lawyers: 2020 - 2021
Selected to Rising Stars: 2005 - 2007, 2010
Licensed in Minnesota Since: 2000
Practice Areas: Estate Planning & Probate
Languages Spoken: Chinese-Cantonese, English
  • Free Consultation
Attorney Profile

Clayton W. Chan is principal at Chan, PLLC Law Offices, and represents clients in Minneapolis, Minnesota, and the St. Paul metropolitan area. With a strong belief that families and relationships are an important part of preserving wealth and estates, he helps clients reach their emotional, family, financial, and tax-driven goals as an estate planning and succession planning attorney.

With a Bachelor of Science in Economics, Mr. Chan graduated cum laude from the University of Minnesota College of Liberal Arts Honors Division. He completed the major coursework requirements for a Master of Business Taxation from the University of Minnesota Carlson School of Management, before attending law school. In 2000, he earned his Juris Doctor from the University of Minnesota Law School when he graduated cum laude.

In 2007, Mr. Chan was named by Minnesota Lawyer as an Up & Coming Attorney, and he is Lead Counsel rated. A member of the American Bar Association’s Asset Protection Committee, as well as the Minnesota State Bar Association. He is admitted to practice in the state of Minnesota and represents clients across a wide variety of backgrounds from young couples starting their financial journey to well established Fortune 500 executives and large farm owners.  Mr. Chan also represents closely held business owners and their business succession planning. 

An active member of his community, Mr. Chan is a past mentor for the University of Minnesota Law School’s Winthrop & Weinstine Minority Mentorship Program, the University of St. Thomas School of Law’s Mentorship Program and the Minneapolis Edison High School’s writing program designed to help disadvantaged youth members of the community. He is also former vice president and co-founder of the Minnesota Chapter of the National Association of Asian American Professionals.

Practice Areas
  • 100%Estate Planning & Probate
Focus Areas

Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Selections

2 Years Super Lawyers
4 Years Rising Stars
  • Super Lawyers: 2020 - 2021
  • Rising Stars: 2005 - 2007, 2010

About Clayton W. Chan

First Admitted: 2000, Minnesota

Professional Webpage: https://www.chanpllc.com/about/clayton-w-chan/

Educational Background

  • University of Minnesota, College of Liberal Arts Honors Division, B.S., Economics, Cum Laude, 1997
  • University of Minnesota Carlson School of Management, M.B.T. (Master of Business Taxation), major degree requirements completed

Newsletters

  • "Business Succession Planning 101 for the Closely Held Family Business Owner”  (Moss & Barnett, Fall 2012)

Scholarly Lectures/Writings

  • Estate planning treatise, sole author, 2 volume series, updated annually. , Minnesota Estate Planning,Wills and Trusts Library: Forms and Practice Manual, 2021
  • Sole Author, book: Business Succession Planning Strategies: a Manual, Thomson-Reuters/Asptore (2012); Sole Author, 2-volume treatise: Minnesota Estate Planning, Wills and Trusts Library--Forms and Practice Manual, Data Trace Publishing (2011, 2012, and 2013); Co-author: Minnesota Estate Planning, Wills and Trusts Library--Forms and Practice Manual, 1st and 2nd eds., Data Trace Publishing (2009 and 2010); Author: "Estate Planning in Uncertain Times," Estate Planning Client Strategies, Thomson-Reuters/Aspatore (2010); Author: "Taxation of Global E-Commerce: Current Proposals and Underlying Issues" (Winter, 2000, edition of the Minnesota Journal of Global Trade)
  • Estate planning treatise, sole author, 2 volume series, updated annually. , Sole author , Minnesota Estate Planning,Wills and Trusts Library: Forms and Practice Manual, 2020
  • 2 volume treatise, Minnesota Estate Planning,Wills and Trusts Library: Forms and Practice Manual(update), 2018
  • Book , Business Succession and Estate Planning for the Small Business Owner , 2011
  • Federal Tax Law Changes under the 2010 Tax Relief Act” – M&A Webinar Series (2011)

Bar/Professional Activity

  • St. Paul-Minnesota Foundation, Co-Chair, Cornerstone Advisory Board, 2021
  • St. Paul-Minnesota Foundation, member of Cornerstone Advisory Board. Appointed in 2020. , 2020
  • Past Mentor, Winthrop & Weinstine Minority Mentorship Program, University of Minnesota Law School
  • Former Member, Selection Committee, Minnesota State Bar Association Minority Clerkship Program
  • Co-Founder, former Vice President, National Association of Asian-American Professionals, Minnesota Chapter
  • Co-Chair, Probate & Trust Section, Hennepin County Bar Association, 2008-2010
  • Past Mentor, Minneapolis Edison High School writing program for disadvantaged youths
  • Past Mentor, University of St. Thomas School of Law Mentorship Program
  • Co-Chair, Programming Committee, Hennepin County Bar Association, 2006-2007
  • Member, Hennepin County Bar Association
  • Member, Minnesota State Bar Association
  • Member, Asset Protection Committee, American Bar Association
  • Co-Chair, Hennepin County Bar Association Trust and Probate Section--Co-Chair, Hennepin County Bar Association Trust and Probate Section, Programming Committee--National Asian-Pacific American Bar Association (NAPABA) - -American Bar Association -Minnesota Bar Association -Hennepin County Bar Association--National Association of Elder Law Attorneys
  • Co-chair, HCBA Probate and Trust Section Programming Committee

Honors/Awards

  • Awarded the Five Star Award for Financial Professionals, estate planning, for 2021, Five Star Award for Financial Professionals, Estate Planning, Five Star Award, 2022
  • Named an “Up and Coming Lawyer” by Minnesota Lawyer, 2007
  • Named to Minnesota Super Lawyers, Rising Stars (Estate Planning), 2005-2007, 2010
  • Recognized as a “Lead Counsel” rated attorney
  • Recipient, Five Star Wealth Manager Award (Estate Planning), Five Star Professional, 2015, 2018
  • Recognized as a Minnesota “Super Lawyer” in 2020, a recognition given to only 5% of attorneys each year
  • Up and Coming Attorney, Minnesota Lawyer, 2007
  • Minnesota Super Lawyers "Rising Stars", 2005-2007, 2010, Minnesota Super Lawyers "Rising Stars", 2005-2007, 2010, Super Lawyers

Other Outstanding Achievements

  • Interviewed by St. Paul Minnesota Foundation for article regarding estate planning and charitable giving. Here is the online interview: https://www.spmcf.org/blog/clayton-chan-interview  , 2020

Pro bono/Community Service

  • 50 hours pro bono work for estate planning and elder law clients, 2019
  • Creator and Mentor, Winthrop & Weinstine University of Minnesota Law School minority mentorship program
  • I have worked hard in my career to increase diversity in the legal profession and wider community, including: Member, Diversity Committee, Lindquist & Vennum; Member, Selection Committee, Minnesota State Bar Association Minority Clerkship Program; Mentor, University of St. Thomas Law School mentorship program; Mentor, Minneapolis Edison High School writing program for disadvantaged students
  • -National Association of Asian-American Professionals, Minnesota Chapter, Founding member, Board Advisor Past Vice President and Board Member -Chair, Winthrop & Weinstine Diversity Committee

Representative Clients

  • Direct representation of numerous clients of moderate to very high net worth in excess of $100mm, regarding their trust and estate planning.  Represent numerous high net worth clients with complex planning, to achieve their critical family, legacy, tax, and business succession objectives, including working with numerous owners of a large family-owned businesses to develop a multi-tiered business succession and estate tax plans. Represent international estate planning clients with their complex multi-jurisdictional planning, including representing clients from Asia, Europe, and Latin America, to arrange their international estate planning matters. Represent clients to achieve their deeply-cherished charitable planning objectives, including the establishment and implementation of private foundations and charitable trusts. Represent clients with their estate planning for disabled family members.  Represent clients regarding court settlement trusts, including obtaining court approval for a settlement trust for a client who was severely injured in an accident and received a substantial U.S. federal district court settlement award. Successfully represent clients in front of the IRS regarding audits and private letter rulings.  Successfully represent clients in settling complex estate and probate matters. 
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Office Location for Clayton W. Chan

3300 Edinborough Way
Suite 550
Edina, MN 55435

Phone: 952-444-9907

Fax: 612-373-8881

Last Updated: 3/11/2021

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