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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.
AND NOW….
Paying for your supplement update and accessing the forms just got easier!
Pay online for your recently received supplement update using the "Add to Cart" button above, and then download and access all of the forms in digital format. We have replaced our CDs with a convenient ZIP file containing the ready-to-use, customizable documents so that you can easily open and modify the forms.
