David Case Lawyer Reviews & Ratings - Phoenix

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 CaliforniaPROFESSIONAL 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 SectionHONORS, APPOINTMENTS AND AWARDS: Best Lawyers in America Southwest Super Lawyers Arizona's Finest Lawyers American College of Trust & Estate Counsel, FellowPUBLICATIONS 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.