William C. Waller, Jr., Esq.

Areas of Practice:	Estate Planning Business Succession Planning Estate Litigation Trust Administration
Education:	J.D., Cornell Law School, 1976 B.S., United States Air Force Academy, 1969
Admissions:	Colorado United States Supreme Court Tenth Circuit Court of Appeals Ninth Circuit Court of Appeals Sixth Circuit Court of Appeals Second Circuit Court of Appeals United States Tax Court United States District Court for the District of Colorado Mr. Waller has also been admitted pro hac vice in numerous other state and federal district courts throughout the United States
Memberships:	Colorado Bar Association Denver Bar Association Arapahoe County Bar Association WealthCounsel
Reported Cases:	United States v. Saussy, 802 F.2d 849 (6th Cir. 1986) United States v. Kilpatrick, 821 F.2d 1456 (10th Cir. 1987) United States v. Collorafi, 876 F.2d 303 (2d Cir. 1989) Emmons v. C.I.R., 898 F.2d 50 (5th Cir. 1990) Anderson v. La Junta State Bank, 115 F.3d 756 (10th Cir. 1997) Emmons v. C.I.R., 92 T.C. 342 (T.C. 1989) Tezak Const. Co., Inc. v. C.I.R., 65 T.C.M. (CCH) 2621 (T.C. 1993) Miller v. C.I.R., 78 T.C.M. (CCH) 307 (T.C. 1999) Sec. & Exch. Comm'n v. Int'l Min. Exch., Inc., 515 F. Supp. 1062 (D. Colo. 1981) Herzfeld v. Parker, 543 F. Supp. 1019 (D. Colo. 1982) Am. Sav. Ass’n v. Sierra Fed. Sav. & Loan Ass’n., 586 F. Supp. 888 (D. Colo. 1984) Lyons v. Jefferson Bank & Trust, 793 F. Supp. 989 (D. Colo. 1992) Russell v. U.S. Gen. Services Admin., 935 F. Supp. 1142 (D. Colo. 1996) Meyer v. State Farm Mut. Auto. Ins. Co., 689 P.2d 585 (Colo. 1984) In re Estate of Klarner, 113 P.3d 150 (Colo. 2005) Heller v. Lexton-Ancira Real Estate Fund, Ltd., 1972, 809 P.2d 1016 (Colo. Ct. App. 1990) In re Estate of Klarner, 98 P.3d 892 (Colo. App. 2003) In re Estate of Marsh, 216 Neb. 129, 130, 342 N.W.2d 373 (1984) In re Estate of Marsh, 247 Neb. 17, 524 N.W.2d 571 (1994)
Biography:	During his career Mr. Waller has tried many high profile cases in state and federal courts throughout the country. He has also successfully argued appeals in both state and federal courts. Several of his cases have been profiled in national and local publications such as the New York Times, US News and World Report, Time Magazine and the Denver Post, and he has appeared on numerous television news programs, including CNN and 60 Minutes. During the last 15 years he has focused his practice primarily to the areas of Estate and Business Succession Planning. He was raised in Nashville, Tennessee, and he has lived in the Denver area since 1976. He and his wife, Karen, have been active in a number of community charities and organizations, including the Make-A-Wish Foundation of Colorado, the Anchor School for Blind Children and Rylan’s Gift, which is a donor advised fund founded by them to support the caregivers of individuals with severe brain injuries. They have two grown children, Trey and Leslie, and one grandchild, Rylan. Mr. Waller currently serves as President of the firm.