Finding the Sunshine in Death and Taxes
The topic of death and taxes is something most people prefer to avoid altogether, but through her estate planning practice, Ashley L. Case tries to make the discussion as pleasant and productive as possible. Client education is perhaps the most crucial attribute of Ashley’s approach. The legal procedures associated with estate planning, tax, probate, and trust administration are complex, and Ashley seeks to help her clients thoroughly understand their documents and legal rights. On occasion, she can even be funny.
The Client Experience
New clients are often unfamiliar with estate planning, and Ashley enjoys removing the shroud of mystery from the client’s experience. She prides herself on making her documents easy to understand (although admittedly, not always enjoyable to read – the statutorily required language can be a bit dry). In addition, many of Ashley’s clients come to her with concerns about family dynamics, wealth preservation, and succession planning issues or might be confused about the estate planning process altogether. These situations are where Ashley shines. Whether the client is of modest net worth or has considerable wealth, she revels in successfully solving problems and providing her clients with peace of mind.
Education is Key
Ashley’s passion for education extends beyond her clients: she has presented multiple continuing legal education programs before the Maricopa County Bar Association and the State Bar of Arizona on estate planning and tax topics. Ashley has also volunteered her time to the State Bar of Arizona’s “Arizona Attorneys Respond” series, where she discussed estate planning during COVID-19, and as a guest speaker for the Graduate Tax Program at Boston University School of Law. In addition to speaking, Ashley also writes about tax and estate planning. She has co-authored an article for the NAEPC Journal of Estate & Tax Planning (“CCA 202152018: Lessons for a Multi-Disciplinary, Collaborative Approach to Planning”). In addition, she has been featured twice as a guest author by Forbes.com (“Love & Marriage: What’s Tax Got to Do with It?” and “Taxing Super Bowl MVP Tom Brady”).
The Road to T&B
During law school, Ashley worked in the estate settlement department at Bank of America, which allowed her to view the “other side” of the estate planning process during administration – in other words, how a Trustee interprets and administers an estate plan at a person’s death. The experience has greatly influenced her practice and helped her appreciate the close attention to detail estate planning documents demand. Before joining Tiffany & Bosco, Ashley owned a
successful law practice, which she grew by providing excellent work and superior customer service to her clients. Moving to Tiffany & Bosco has allowed Ashley to expand the benefits she has offered her clients over the years to include most major practice areas. Tiffany & Bosco is a full-service law firm with highly qualified attorneys equally passionate about delivering exceptional service.
The Legal Credentials
Ashley is a Board-Certified Specialist in Estate and Trust law, a designation issued by the State Bar of Arizona to attorneys who have demonstrated an understanding and advanced knowledge of complex issues from federal and state gift and generation-skipping tax to probate administration. Ashley earned her undergraduate degree from Arizona State University (and is an obnoxiously enthusiastic Sun Devil fan). She graduated with her Juris Doctor from Chapman University School of Law and earned her LL.M. in Taxation from Boston University School of Law with a concentration on estate planning. She was also a finalist in the LL.M. Division of the American Bar Association Tax Law Challenge competition. Ashley is licensed to practice law in Arizona and before the United States Tax Court and is a State Bar of Arizona Probate and Trust Section member. In addition, she is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC).
She volunteers her time to the Maricopa County Bar Association, where she currently serves on its Board of Directors, as a current member and past chair of the Estate Planning, Probate, and Trust Section, and as a Diversity & Inclusion committee member. In addition, Ashley serves on the Board of Directors as Secretary of the Central Arizona Estate Planning Council and the Publications Committee of its parent organization, NAEPC. She is an Articles Editor for the NAEPC Journal of Estate & Tax Planning. Never one to miss a meaningful volunteering opportunity, Ashley also serves as a member of the Steering Committee for the Maricopa County Chapter of the Arizona Women Lawyers Association (AWLA), promoting women lawyers’ success throughout Arizona. There she serves as Chair of the AWLA Professional Development Committee and a member of the Leadership Appointments Committee.
Ashley has received an AV-Rating by Martindale-Hubbell, a rating given to attorneys whose peers rank them at the highest level of professional excellence for their legal expertise, communication skills, and ethical standards. In addition, Super Lawyers has recognized Ashley as a Southwest Super Lawyer “Rising Star,” and Phoenix Magazine has voted Ashley as a “Top Lawyer.”
Ashley works with her husband, Darren Case, also a tax and estate planning attorney at Tiffany & Bosco. They have three children and three dogs. In her free time, Ashley is a passionate adventure seeker. Besides taking on wild activities such as bungee jumping, ice climbing, skydiving, and dogsledding, she loves to hike big mountains. She is an aspiring state “high
pointer,” meaning she is attempting to hike the tallest mountain in each state in the United States; to date, she has summited the most towering peaks in Arizona, Colorado, Nevada, and New Mexico. She has also hiked six of the Colorado “fourteeners.” In June 2022, Ashley traveled to Tanzania, Africa, where she summited Mt. Kilimanjaro. The hiking team, Team Courage Rising, raised funds for the Arizona Burn Center at Valleywise Hospital in Phoenix and garnered recognition for the eight burn survivors who led the team. Over the years, her clients have taught her the importance of living life to its fullest. Most weekends, you can catch her (slowly) hiking up Camelback Mountain or Piestewa Peak with a smile on her face.