About

David L. Case is a seasoned attorney based in Phoenix, AZ, specializing in Estate Planning, Probate, Real Estate, and Tax law. As a member of Smith Darla J, David leverages his extensive experience to help clients navigate the complexities of wealth transfer, tax implications, and estate administration. With a career spanning several decades, David has developed a profound expertise in creating comprehensive estate plans that address both wealth transfer tax and income tax issues. He is adept at preparing all necessary estate planning and trust documents, ensuring that his clients' wishes are clearly articulated and legally sound. David also excels in estate and trust administration, dispute resolution, and family business planning, guiding clients through succession planning to secure their legacies. David is admitted to practice law in both Arizona and California and holds prestigious memberships in various professional organizations. His credentials include membership in the Arizona Community Foundation Professional Advisory Board and the American Bar Association's Real Property, Probate and Trust Section and Tax Section. As a Fellow of the American College of Trust & Estate Counsel, he has earned recognition for his contributions to the field. Throughout his career, David has been honored as one of the Best Lawyers in America and recognized by Southwest Super Lawyers and Arizona's Finest Lawyers. He is a frequent contributor to legal publications, including the Arizona State Law Journal and Arizona Bar Journal, and has shared his insights as a speaker at numerous tax and estate planning seminars. For expert guidance in estate planning, probate, real estate, and tax matters, David L. Case is a trusted resource for individuals and families seeking to protect their assets and ensure a smooth transition of wealth.

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