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David L Case
About David
Biography
In addition to the formulation of estate plans while addressing wealth transfer tax issues and income tax issues, David has vast experience in assisting clients in estate and trust administration and dispute resolution, and various family business planning and succession planning matters. He has expertise in the preparation of all related estate planning and trust documents and related transactional documents.
COURT AND BAR ADMISSIONS:
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
PROFESSIONAL AFFILIATIONS & MEMBERSHIPS:
Arizona Community Foundation Professional Advisory Board Member
2009-2010 Chair of the Executive Counsel of Probate & Trust Section of State Bar of Arizona
Tax Section, Real Estate Section, and Probate and Trust Section of State Bar of Arizona
Arizona Bar Foundation, Fellow
Central Arizona Estate Planning Council (former president and director)
State Bar of California Probate & Trust Section
American Bar Association Real Property, Probate and Trust Section and Tax Section
HONORS, APPOINTMENTS AND AWARDS:
Best Lawyers in America
Southwest Super Lawyers
Arizona's Finest Lawyers
American College of Trust & Estate Counsel, Fellow
PUBLICATIONS AND SPEAKING EXPERIENCE:
Published articles in the Arizona State Law Journal, Arizona Bar Journal, and other State Bar of Arizona publications. David has been a speaker for various tax and estate planning seminars, including the State Bar of Arizona and Arizona Community Foundation.
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Arizona for 49 years
State: Arizona
Acquired: 1976
No misconduct found
Licensed in California for 52 years
State: California
Acquired: 1973
No misconduct found
Location
Smith Darla J
One North Central Avenue Suite 1200, Phoenix, AZ, 85004
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Experience
Education
1973
Arizona State University Sandra Day O'Connor College of Law
JD - Juris Doctor
1970
Arizona State University
BS - Bachelor of Science