Darren T. Case

Darren T. Case

Shareholder
Phone:

602.255.6093

Legal Assistant:

Lauren Mardian
602.288.7893


DARREN T. CASE assists families and individuals in the areas of estate planning, probate, and tax, and is the Co-Author of the Arizona Estate Planning and Probate Handbook, published by Thomson Reuters - West.  Darren is experienced in a broad range of planning techniques, including traditional wills and revocable trusts, along with more sophisticated planning strategies such as insurance trusts, residence trusts, "defective" grantor trusts, generation-skipping or dynasty trusts, charitable trusts, split-interest trusts, family limited partnerships and intra-family sales and loans, etc. He assists clients by providing tax and estate planning services specifically tailored to each individual client, whether it is a client who has amassed substantial wealth or those who are in the process of accumulating such wealth.  Darren is also experienced in the area of probate and trust administration and litigation, having worked on simple to complex trust and estate matters, and everything in between.

Darren was born and raised in the Phoenix area and attended Arizona State University for his undergraduate studies, where he received his Bachelors of Interdisciplinary Studies in business and communication. He received his law degree from Chapman University, graduating with an emphasis in taxation, and was the Tax Law Emphasis Honors Graduate of his class. In addition to his law degree, Darren received his Master of Laws in Taxation, with a Certificate in Estate Planning, from Georgetown University. Darren is currently involved with the Central Arizona Estate Planning Council and Maricopa County Bar Association’s Estate Planning, Probate & Trust Section, where he has served on the board of each.  

COURT AND BAR ADMISSIONS

  • Arizona Supreme Court (2008)
  • State Bar of Arizona (2008)
  • Maricopa County Bar Association (2008)
  • United States Tax Court (2009)

PROFESSIONAL AFFILIATIONS

  • State Bar of Arizona
    -  Probate and Trust Section Member
    -  Tax Law Section Member
  • Maricopa County Bar Association
    -  Estate Planning, Probate & Trust Section, President (2014) and Board Member (2013-2015)
    -  Estate Planning, Probate & Trust Section, Member
  • Central Arizona Estate Planning Council
    -  President (2016-2017)
    -  Board Member (2011–2014) and Executive Board Member (2015-2018)

AWARDS

PUBLICATIONS AND PRESS RELEASES

PRESENTATIONS AND EVENTS: 
  • Financial Fest -- guest speaker presenting The Wonderful World of Estate Planning in 2016 (Nov. 19, 2016) 
  • NAIFA-Phoenix -- guest speaker presenting The Wonderful World of Estate Planning in 2016, Part I (April 12, 2016), Part II (Nov. 8, 2016)
  • Money Radio (KFNN) Business Leaders Spotlight appearance with host Mark Asher (July 29, 2016)
  • Arizona State Bar Continuing Education Seminar, presenting Interstate Tax Issues (March 24, 2016)
  • Feature guest on the On The Money Radio show, with host Steve Pomeranz (March 2, 2016)
  • Financial Executives International -- Arizona Chapter guest speaker, presenting Personal Estate & Tax Planning Strategies for Wealth Preservation (Feb. 9, 2016)
  •  American Cancer Society -- Board of Directors Annual Meeting, presentation of $1,000,000.00 donation on behalf of Anonymous Donor (Feb. 5, 2016)

OTHER ACTIVITIES

  • First and foremost, Darren enjoys spending time with his wife and children, taking them on family adventures.  Darren also enjoys training for and competing in Ironman and other triathlon events, supporting ASU Sun Devils and Georgetown Hoyas athletics, and spending time outdoors in Arizona.



PRACTICE AREAS

Estate Planning

Probate Administration & Litigation

Tax

EDUCATION

Arizona State University (B.I.S., 2003);

Chapman University (J.D., 2008);

Georgetown University (LL.M., Taxation, 2009).


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