David L. Case

David L. Case: Experienced Tax and Estate Attorney in Phoenix, Arizona

David L. Case is a seasoned attorney with over 35 years of experience in tax planning, estate planning, probate and trust administration, and business transactions. He currently serves as a shareholder at Tiffany & Bosco, P.A., where he addresses wealth transfer tax issues, income tax issues, and various family business planning matters.

Practice Areas

• Litigation - Trusts and Estates
• Tax Law
• Trusts and Estates

In addition to the formulation of estate plans, David has extensive experience in assisting clients with various family business planning and succession planning matters. He is adept at preparing all estate planning and trust documents, as well as related transactional documents.

Education & Credentials

• Bachelor of Arts, University of Phoenix (1980)
• Juris Doctor, Arizona State University College of Law (1983)

David was admitted to the practice of law in the following jurisdictions:

• State Bar of Arizona (1976)
• State Bar of California (1973)
• U.S. Tax Court (1974)
• U.S. Supreme Court (1997)
• U.S. Federal District Court, Arizona and California

Distinguished Affiliations & Memberships:

• American Bar Association, Real Property, Probate and Trust Section and Tax Section
• Arizona Community Foundation Professional Advisory Board Member (2009-2010)
• Chair of the Executive Counsel of the Probate & Trust Section of State Bar of Arizona
• State Bar of California Probate & Trust Section
• American College of Trust & Estate Counsel, Fellow

Awards and Recognitions

• Best Lawyers in America
• Southwest Super Lawyers, Arizona's Finest Lawyers
• Recognized: Litigation - Trusts and Estates, Recognized: Tax Law, Recognized: Trusts and Estates

David regularly contributes to the legal community through publications and speaking engagements. He has published articles in the Arizona State Law Journal, Arizona Bar Journal, and other State Bar of Arizona publications. David has also been a speaker for various tax and estate planning seminars, including those organized by the State Bar of Arizona and the Arizona Community Foundation.

David's extensive experience in business transactions and succession planning makes him well-positioned to assist entrepreneurs, professionals, and individuals in navigating complex legal matters related to their personal and professional goals. His ability to blend these business matters with the estate planning process is a testament to his comprehensive approach to client service.