Special Needs Wills & Trusts

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Come learn about special needs wills & trusts!

Tuesday from 6:00 PM - 7:30 PM CST

In Person

Add to Calendar 2023-01-24 18:00:00 2023-01-24 19:30:00 America/Chicago Come learn about special needs wills & trusts!

Location details are private and will be sent along with your ticket purchase.


Casey F. Rickard with Branscomb Law is a Member with the firm’s Estate Planning & Probate Group, as well as the firm’s Tax Group. Casey’s practice is focused primarily in the areas of estate planning, income and wealth transfer taxation planning, marital property planning, charitable gift planning, probate, and trust administration. In addition, Casey regularly advises private foundations and public charities on a range of tax and non-tax related matters and works with owners of closely held businesses on a variety of partnership and corporate income tax matters, as well as state and local tax matters.


B.S., University of Louisville, 2005

Magna Cum Laude

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


Prepare, among other things, wills and revocable trusts (including tax-planned wills and revocable trusts), trusts for support and education of children and grandchildren, grantor retained annuity trusts, life insurance trusts, split interest charitable trusts, third-party settled special needs trusts, premarital and post-marital agreements, and incapacity planning documents.

Advise tax-exempt organizations on formation and governance matters, federal tax compliance (including matters regarding self-dealing, the unrelated business income tax, and tax issues specific to private foundations), planned giving arrangements, fundraising, conflicts of interest, fiduciary duties, and state law compliance.

Advise stakeholders in family limited partnerships and limited liability companies on wealth preservation, federal tax planning, and succession matters.

Advise fiduciaries in the administration of estates and trusts, including trust and estate income tax matters, asset valuation, trust terminations, proceedings to construe trust terms, and “decanting” of trusts.


Texas Super Lawyers, Rising Star, Estate Planning & Probate, 2019- 2022

The Bend Magazine, 2020-2021 Top Attorneys, Tax Law

Board of Directors, Corpus Christi Estate Planning Council

Member, Corpus Christi Young Lawyers Association

Member, State Bar of Texas Tax Section


American Cancer Society, Real Men Wear Pink Ambassador for Breast Cancer Awareness

Volunteer Wills and Probate Attorney, Texas Rio Grande Legal Aid


Casey, his wife, Lauren, their son, Reece, and their two dogs, Hayes and Prytania, live in Corpus Christi, Texas

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Choice Living Community

A 501(c)(3) Public Charity

EIN 84-3714909