Representative Clients & Cases

Representative Clients:

Banking:

• Farm Credit Bank
• 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 Leadership Center
• Rudd Foundation
• Wallace Foundation
• Wichita Community Foundation
• Erin is Hope Foundation, Inc.
• Presbyterian Manors of Mid-America
• NBC Baseball Foundation

Trust Company

• Trust Company: The Trust Company of Kansas

Retail:

• Dean & Deluca, Inc.

Real Estate:

• J.P. Weigand & Sons, Inc.

Manufacturing, Wholesale, Retail:

• Tex-Ok-Kan Oil Field Services, LLC
• Voice Products
• Wilco, Inc.
• J.R. Custom Metals, Inc.
• Krause Plow Corp.
• Marcus Food Company, Inc.
• Fisher Lumber Co., Inc.
• Mid-Continent Instrument Company, Inc.
• Standard Beverage, Inc.

Medical:

• University of Kansas, School of Medicine
• Cardiovascular Consultants of Kansas, Inc.
• Hutchinson Clinic, P.A.
• Kansas Imaging Consultants, P.A.
• Vitreo-Retinal Consultants and Surgeons, PA

Oil and Gas:

• Power Rig, LLC
• Pickrell Drilling
• Atlas Drilling, LLC
• Abercrombie Energy, LLC
• 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

• Pounds v. Comm’r, T.C.M. 2011-202 (2011).
• Harshman, et al v. Comm’r, Tax Court Docket No. 13910-08.
• Knudsen v. Comm’r, T.C.M. 2007-340 (2007).
• Jones v. Comm’r, Tax Court Docket No. 19041-06.
• 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).

U.S. District Court for South Carolina, Columbia Division

• Adesso Homeowners’ Association v. Holder Properties, Inc., United States District Court for South Carolina, Columbia Division, Case No. 3:16-cv-710.

U.S. District Court of Kansas

• Glazer’s Wholesale Drug Co., Inc., et al. v. Pierce, et al., 145 F.Supp.2d 1234 (D. Kan. 2001).
• Bacardi, U.S.A., Inc. v. Premier Beverage, Inc., 352 F.Supp.2d 1188 (D. Kan. 2005).
• Cox v. Sprint Communications Co., L.P., No. 10-CV-01262, 2012 WL 5512381 (D. Kan. 2012).
• Hong Nguyen v. Farmers Insurance Co., United States District Court for the District of Kansas Case No. 96-1099-KMH.
• Kansas Heart Hosp., LLC v. Executive Indem., Inc., 2007 WL 1125772 (D. Kan. 2007).
• JLC Investments, LAS L.L.C. v. Maryland Casualty Company, United States District Court for Kansas, Case No. 6:08-cv-01198.
• Oklahoma Surety Company v. Concrete & Material Placement, United States District Court for Kansas, Case No. 6:07-cv-1173-WEB.
• Wolfe v. Advance Ins. Co. of Kansas, 47 Employee Benefits Cas. 1496 (D. Kan. 2009).
• Galichia v. Continental Cas. Co., United States District Court for Kansas, Case No. 6:10-cv-01319-MLB-KMH.

Kansas Supreme Court

• Nelson v. Nelson, 288 Kan. 570, 205 P.3d 715 (2009).
• 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.
• 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).

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 Fairhaven Christian Church, No. 92,297, unpublished opinion filed June 17, 2005.
• In re Tax Exemption Application of Presbyterian Manor Inc., 16 Kan. App. 2d 710, 830 P.2d 60 (1992).
• House of Schwan, Inc. v. Norwood, 25 Kan.App.2d, 359, 966 P.2d 89 (1998).
• In re Wine, 46 Kan.App.2d 134 (2011).
• In re Estate of Earl O. Field, Appellate Case No. 116456 (pending).

Sedgwick County, Kansas District Court  

• House of Schwan, Inc. v. Joseph E. Seagram & Sons, Inc., et al., 18th Judicial District, Sedgwick County, Kansas Case No. 97 C 1916.
• Parker v. Wesley Medical Center, L.L.C., Sedgwick County District Court Case No. 01 C 1010.
• Sbarra v. Sbarra, Sedgwick County District Court, Case No. 96 D 5733.
• James L. Gardner, et al. v. Travelers Indemnity Co., Sedgwick County District Court Case No. 98 C 1554.
• Hong Nguyen v. Farmers Insurance Co., Sedgwick County District Court Case No. 00 C 3652.

Johnson County, Kansas District Court

• Premier Beverage, Inc., et al. v. Bacardi Martini U.S.A., Inc., et al., 10th Judicial District, Johnson County, Kansas Case No. 98 C 08906.
• Premier Beverage, Inc. v. Bacardi U.S.A., et al., Johnson County, Kansas District Court Case No. 04-CV-0665.

Kiowa County, Kansas District Court

• The Peoples Bank, et al. v Mennonite Health Resources, Inc., et al., Kiowa County District Court, Case No. 96 C 20.

Crawford County, Kansas District Court

• Terlip v. Terlip, et al., Crawford County District Court Case No. 12-CV-181P.

Ellis County, Kansas District Court

• In re Estate of Earl O. Field, Ellis County District Court Case No. 13-PR-22.

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