David L. Case

David L. Case is a highly respected attorney with more than four decades of experience in estate planning, tax strategy, probate and trust administration, and business transactions. He offers comprehensive legal solutions for individuals, families, and businesses seeking to preserve wealth, manage complex estates, and implement successful succession planning.

David earned both his Bachelor of Science in Business and Finance (with distinction) and his Juris Doctor (cum laude) from Arizona State University. His education laid a strong foundation for his sophisticated practice in estate and tax law, integrating advanced legal analysis with real-world financial acumen.

David specializes in modern wealth transfer strategies and advanced income tax planning. He designs and implements comprehensive estate plans using tools like revocable living trusts, charitable trusts, grantor retained annuity trusts (GRATs), dynasty trusts, and qualified personal residence trusts (QPRTs). David also advises on family business planning, business succession planning, and strategic charitable giving, aligning each strategy with his clients’ long-term financial and legacy goals.

A leader in his field, David has played a pivotal role in shaping Arizona’s trust and probate legislation. He has presented extensively on estate and tax planning for the State Bar of Arizona and other legal and financial organizations. His insights are regularly sought after for both their depth and clarity.

David’s extensive experience extends to probate court matters, including the modification and early termination of irrevocable trusts and the resolution of estate disputes. He also advises professionals and entrepreneurs on business sales, mergers, real estate transactions, and tax-efficient structuring, seamlessly integrating these with estate planning.

Chambers and Partners, Best Lawyers in America, and Super Lawyers recognize David L. Case. He is a Fellow of the American College of Trust and Estate Counsel and received the Eleanor ter Horst Distinguished Service Award in 2015, affirming his leadership and contributions to probate and estate law.

Law Office Affiliations

• Shareholder, Tiffany & Bosco P.A.
• Professional Advisory Board Member, Arizona Community Foundation
• Member, State Bar of Arizona, Tax Section, Real Estate Section, and Probate and Trust Section
• Fellow, Arizona Bar Foundation
• Member, Central Arizona Estate Planning Council
• Member, State Bar of California Probate & Trust Section
• Member, American Bar Association, Real Property, Probate and Trust Section and Tax Section

Licensed State

• Arizona
• California

Education

• Arizona State University
  Juris Doctor (JD)
• Arizona State University
  Bachelor of Science (BS)

Awards & Badges