SUPPLEMENT UPDATE: Minnesota Estate Planning, Wills and Trusts Library: Forms and Practice Manual, March 2022 (1.12)

by Clayton Chan, Esq.

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Current Customers: Pay for your annual supplement update here

SUPPLEMENT UPDATE: Minnesota Estate Planning, Wills and Trusts Library: Forms and Practice Manual, March 2022 (1.12)

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Only Data Trace Publishing Company customers with a current subscription to this hard copy legal manual should use this portion of our site to pay for your recently received update.* Once payment is received, the corresponding legal manual forms may be downloaded to your computer.

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Clayton Chan is a Principal at Chan, PLLC Law Offices, in Edina, Minnesota. He previously chaired the Estate Planning Department of the Minneapolis office of Stoel Rives, LLP, and was a partner at the law firms of Moss and Barnett, Lindguist & Vennum and Winthrop & Weinstine.

Clayton believes that, at its core, estate planning is about people, relationships, and families. In this connection, he emphasizes personal attention in working closely with individuals and families to craft customized and holistic estate plans that address their personal, emotional, financial, and tax-driven goals and objectives. A large part of his practice also involves working closely with owners of closely-held businesses regarding succession and family legacy planning. In the tax area, Clayton focuses his practice on helping clients efficiently pass their wealth onto the next generation and reducing their estate, gift and generation-skipping taxes.

Clayton was recognized as a Minnesota “Super Lawyer” for 2020, 2021, and 2022, and is “Lead Counsel” rated by Thomson Reuters. Prior to practicing law in the private sector, Clayton served as law clerk to Minnesota Tax Court Chief Judge Diane L. Kroupa and Judge Raymond R. Krause. He also interned for the Probate Court of the Second Judicial District of Minnesota under Judge Michael T. DeCourcy.

Addressed in this year's supplement:

  • The current exclusion and exemption amounts.
  • The addition of new Form 23-9, Spousal Limited Access Trust for Married Settlor Trust can be Funded with a Gift of the Federal Gift Exclusion Spouse has Access to Gifted Exclusion Separate Trusts for Children on Settlor’s Spouse’s Death.
  • Updated and revised charts throughout the Manual.


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