Casey F. Rickard is an attorney with the firm’s Tax Group and Estate Planning & Probate Group. Casey’s professional background includes extensive experience advising clients on transactional tax matters related to business formations, distributions, reorganizations, and mergers and acquisitions. He also advises high net worth individuals, owners of closely held businesses, and professionals on sophisticated estate planning matters pertaining to business succession, asset protection, charitable giving, marital property, income and wealth transfer taxation, and deferred compensation. Further, Casey provides counsel to executors and trustees throughout the administration of complex trusts and estates. He also has significant experience representing clients in high-stakes, complex income tax disputes before the Internal Revenue Service and state taxing authorities, including at the administrative appeals level.
Education
B.S., University of Louisville, 2005
Magna Cum Laude
Senator McConnell Scholar for Leadership
J.D., University of Notre Dame, 2009
Cum Laude
Articles Editor – Journal of College and University Law
LL.M. in Taxation, University of Florida, 2010
Graduate program for advanced tax law study and research ranked top 3 in nation
Professional
Member, State Bar of Texas
Member, Corpus Christi Estate Planning Council
Texas Super Lawyers, Rising Star, 2019
State Bar of Texas Tax Section
Estate Planning In-Depth Annual Seminar Hosted by the University of Wisconsin School of Law
Corpus Christi Estate Planning Counsel 44th Annual Estate Planning Seminar
Community
Although new to the Corpus Christi community, Casey’s prior community involvement includes volunteering with Dress for Success, the Bayou City Arts Festival, and a local pet rescue from which he ultimately adopted his dog. Casey also participated in free will and estate planning clinics and provided legal services on a pro bono basis for a number of public charities. Further, Casey was actively involved with the Lex Mundi Pro Bono Foundation’s Law for Change program which develops and offers free access to legal resources specifically tailored to assist nonprofit corporations.
Representative Matters
Prepared complex estate planning documents for numerous high net worth individuals, including tax-planned wills and revocable trusts, grantor retained annuity trusts, irrevocable life insurance trusts, charitable remainder and lead trusts, and Delaware statutory trusts.
Advised financial institution regarding the income, gift, and generation-skipping transfer tax implications of a proposed “decanting” of an irrevocable dynasty trust with funds in excess of $100 million into a new trust subject to certain differing terms.
Successfully represented taxpayers in numerous federal and state income tax audits, including assisting a technology developer receive 100% sustention from IRS of its claimed tax credit for research and development activities in an amount which exceeded $600,000.
Provided guidance to multinational organization regarding future tax planning in light of newly issued regulations from the Department of Treasury fundamentally changing the manner in which debt and equity are determined for federal tax purposes.
Advised prominent Texas nonprofit corporation regarding `procedures for improving its fundraising, gift acceptance, and investment policies and counseled numerous other private foundations and public charities on matters concerning formation, tax compliance, fiduciary responsibilities, and good governance.
Personal
Casey recently relocated to Corpus Christi, Texas. He is a dedicated supporter of University of Louisville athletics and enjoys playing softball, watching live music, and exploring the outdoors along with his dog, Hayes.
