Atty. David L. Case
DAVID L. CASE is a shareholder at Tiffany & Bosco, P.A., with over 35 years of experience in tax planning, estate planning, probate and trust administration, and business transactions.
Litigation - Trusts and Estates & More Attorney · Serving Phoenix, AZ
Profile Summary
About David L. Case at a Glance
David L. Case is a trusts and tax attorney based in Phoenix, Arizona, practicing at Tiffany & Bosco PA. Educated at Arizona State University (J.D., 1973). Recognitions include Best Lawyers in America — Litigation - Trusts and Estates (2026), Best Lawyers in America — Tax Law (2026), and Best Lawyers in America — Trusts and Estates (2026). Serves clients in Phoenix, AZ and the surrounding metropolitan area.
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About David L. Case
- DAVID L. CASE is a shareholder at Tiffany & Bosco, P.A., with over 35 years of experience in tax planning, estate planning, probate and trust administration, and business transactions
- David was involved in finalizing and passing the new Arizona Trust Code, and has written and made presentations on this topic, as well as numerous tax planning matters, for the State Bar of Arizona and other organizations
- 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 estate planning and trust documents and related transactional documents
- He also regularly counsels business owners and professional clients regarding exit strategies, charitable giving techniques and planning for retirement
- 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
- He also has extensive experience in probate and trust administration, petitioning the Probate Court regarding numerous types of will, estate and trust issues, petitioning for modification and early termination of irrevocable trusts, and assisting parties to resolve will, estate and trust controversies
- David also has assisted professionals and entrepreneurial clients with buying and selling businesses, mergers and acquisitions, spin-offs and split-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
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 Explained
David L. Case's Areas of Legal Practice
Each practice area below reflects the types of cases David L. Case handles, with a practical overview of what that area of law involves and how it may apply to your situation in Phoenix.
Trusts in Phoenix
David L. Case is one of 103,428 trusts attorneys indexed nationally. Browse trusts attorneys in Arizona →
Tax Law in Phoenix
Tax attorneys handle IRS audits, tax debt, international tax, estate planning, and tax court litigation.
David L. Case is one of 84,606 tax attorneys indexed nationally. Browse tax attorneys in Arizona →
Jurisdictional Context
Why Local Counsel Matters in Phoenix
Practicing law in Arizona. Legal matters in Arizona are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Phoenix are typically filed in the local municipal court or the appropriate Arizona state district court, depending on subject matter and amount in controversy. An attorney licensed in Arizona brings working knowledge of local procedural deadlines, judicial practices in this venue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in Arizona courts without local counsel or pro hac vice admission.
Phoenix Courts and Legal Process
Choosing a Phoenix-based attorney means your counsel already knows the local docketing timelines, preferred filing formats, and how individual judges typically rule on procedural motions — details that only come from practicing in this jurisdiction day after day. That local familiarity can translate to better strategy, faster filings, and fewer costly surprises.
Looking for additional Arizona attorneys? Browse all attorneys in Phoenix or all attorneys in Arizona.
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Professional Profile
Why Clients in Phoenix Choose David L. Case
Selecting an attorney is one of the most consequential decisions you can make when a legal matter arises. Below are the core qualities that distinguish David L. Case's practice in the field of trusts and tax.
Broad Practice Area Coverage
Covering trusts and tax, David L. Case can address the full spectrum of a client's legal needs without requiring referrals to separate specialists for each issue.
Local Presence in Phoenix
A Phoenix-based practice means David L. Case attends hearings in the same courthouses, knows the local clerks, and understands the unwritten scheduling norms that affect every case filed here.
Case Types
Common Legal Issues David L. Case Handles in Phoenix
Below is a representative sample of the types of matters David L. Case has experience with under Arizona law. If your situation involves one of these case categories, this attorney may be well positioned to help you understand your options.
This list is illustrative, not exhaustive. Contact David L. Case directly to discuss the specifics of your situation.
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How People Find David L. Case Online
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David L. Case's Practice Areas & Specializations
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