David L. Case joined Tiffany & Bosco, P.A. in March 2009. With 35 years of experience in tax planning, estate planning, probate and trust administration, and business transactions, David brings expanded depth and experience to the firm’s practice in these areas.
David is a Fellow in the American College of Trust & Estate Counsel, the premier estate planning organization in the United States, and is listed in Best Lawyers in America and Southwest Super Lawyers.
David has also been involved in finalizing and passing the new Arizona Trust Code, and has written and made presentations on this topic for the State Bar of Arizona and other organizations. He will be the Chairperson for the Executive Committee of the Probate and Trust Section for the State Bar of Arizona for 2009-2010.
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 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. He also regularly counsels business owners and professional clients regarding charitable giving techniques and planning for retirement plans and IRAs. David assists clients in preparing and implementing revocable living trusts, life insurance trusts, charitable remainder and charitable lead trusts, grantor retained annuity trusts, intentionally defective grantor trusts, generation-skipping/dynasty trusts, qualified personal residence trusts, and numerous other types of revocable and irrevocable trusts to complement the estate plan.
David also has assisted professionals and entrepreneurial clients with buying and selling businesses, mergers and acquisitions, spin-offs, business liquidations, real estate transactions, like-kind exchanges, leasing matters, and business and tax planning involving the formation and operation of business entities. David assists clients in blending these business matters with the estate planning process. |
