Representative Clients & Cases
Representative Clients:
Banking:
- INTRUST Financial Corporation
- INTRUST Bank NA, Wichita, KS.
- Fidelity Bank, Wichita, KS.
- Bank of America, NA.
Charitable Organizations:
- Baughman Foundation
- Bryden Foundation
- Dane G. Hansen Foundation
- Kansas Health Foundation
- Kansas Leadership Center
- Rudd Foundation
- Wallace Foundation
- Wichita Community Foundation
- Erin is Hope Foundation, Inc.
- Trust Company: The Trust Company of Kansas.
Retail:
- Dean & Deluca, Inc.
Real Estate:
- J.P. Weigand & Sons, Inc.
- Zapolski & Rudd, LLC.
Manufacturing, Wholesale, Retail:
- Wilco, Inc.
- J.R. Custom Metals, Inc.
- Krause Plow Corp.
- Marcus Food Company, Inc.
- Metal-Fab, Inc.
- Fisher Lumber Co., Inc.
- Mid-Continent Instrument Company, Inc.
- Standard Beverage, Inc.
Medical:
- Cardiovascular Consultants of Kansas, Inc.
- Hutchinson Clinic, P.A.
- Kansas Imaging Consultants, P.A.
- Vitreo-Retinal Consultants and Surgeons, PA.
Oil and Gas:
- Raymond Oil Company
- Ritchie Exploration
Others:
- Dane G. Hansen Trust
- Stewart Farms, LC.
Representative Cases:
U.S. Supreme Court
O'Gilvie v. U.S., 519 U.S. 79 (1996).
U.S. Court of Appeals, Tenth Circuit
Eastern Investment Corp. v. U.S., 49 F.3d 651 (10th Cir. 1995).
Holl v. Comm'r, 54 F.3d 648 (10th Cir. 1995).
Holl v. Comm'r, 967 F.2d 1437 (10th Cir. 1992).
U.S. Tax Court
Harshman, et al v. Commissioner, Tax Court Docket No. 13910-08.
Jones v. Commissioner, Tax Court Docket No. 19041-06.
Knudsen v. Comm'r, T.C.M. 2007 340 (2007).
Dieker v. Comm'r, 90 T.C.M. 329 (2005).
Peters v. Comm'r, T.C.M. 1996 186 (1996).
Fisher v. Comm'r, 65 T.C.M. 2284 (1993).
Kansas Supreme Court
Nelson v. Nelson, 288 Kan. 570, 205 P.3d 715 (2009).
In re Estate of Keller, 273 Kan. 981, 46 P.3d 1135 (2002).
In re Tax Appeal of Nat'l Cooperative Refinery Ass'n, 273 Kan. 500, 44 P.3d 398 (2002).
In re Estate of Pickerell, 248 Kan. 247, 806 P.2d 1007 (1991).
In re Biggs Charitable Remainder Trust, No. 92,594, unpublished opinion filed April 22, 2005.
In re Fee Trust, No. 92,928, unpublished opinion filed April 22, 2005.
Kansas Court of Appeals
Nelson v. Nelson, 38 Kan. App. 2d 64, 162 P.3d 43 (2007).
Rodriguez-Tocker v. Estate of Tocker, 35 Kan. App. 2d 15, 129 P.3d 586 (2006).
In re Tax Exemption Application of Presbyterian Manor Inc., 16 Kan. App. 2d 710, 830 P.2d 60 (1992).
In re Fairhaven Christian Church, No. 92,297, unpublished opinion filed June 17, 2005.
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