Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
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This event will be offered in person at the Minnehaha Country Club or virtually from your home/office.
A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.
Registration for in-person attendance will close at 5 pm on Friday, April 16th.
About the Program
This Eras Tour-inspired presentation provides practical insights for managing tax obligations after a decedent’s passing, helping attendees avoid any “bad blood” with the IRS. It covers key strategies for being “fearless” with income, estate, and gift tax planning, along with the use of disclaimers, to minimize liabilities and attract good “karma” throughout the estate administration. Attendees will learn how to “shake off” complex tax scenarios, ensuring they have the tools to fill in any “blank space” on tax forms with confidence. Like a true “mastermind,” attendees will be equipped to handle the full “labyrinth” of post-mortem tax decisions.
Topics covered:
- Post-mortem income tax requirements
- Implementing estate tax planning techniques
- Incorporating gift tax and disclaimer planning into administration
About the Speaker
Ashley L. Case, J.D., LL.M., AEP®
Ashley is a Board-Certified Specialist in Estate and Trust law, and a Fellow with the American College of Trust and Estate Counsel (ACTEC). Ashley earned her undergraduate degree from Arizona State University (and is an obnoxiously enthusiastic Sun Devil fan). She graduated with her Juris Doctor from Chapman University School of Law and earned her LL.M. in Taxation from Boston University School of Law with a concentration on estate planning. Ashley is licensed to practice law in Arizona and before the United States Tax Court and is a State Bar of Arizona Probate and Trust Section member. In addition, she is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC).
Ashley, a self-proclaimed “tax nerd” and a frequent writer and speaker on tax and estate planning. She is the author of Arizona Estate Planning and Will Drafting with Forms (published by Matthew Bender through LexisNexis), and she has co-authored articles for the NAEPC Journal of Estate & Tax Planning (“Anatomy of an Informed Decision: Dissecting Client Organ Donation under the Uniform Anatomical Gift Act” and “CCA 202152018: Lessons for a Multi-Disciplinary, Collaborative Approach to Planning”). She regularly publishes tax and estate planning articles, sharing her knowledge and experience, particularly during her time as a former contributing author for Forbes.com. Ashley has presented multiple continuing legal education programs on estate planning and tax topics including for the Maricopa County Bar Association, the State Bar of Arizona, the National Association of Estate Planners & Councils (NAEPC), the National Association of Insurance and Financial Advisors (NAIFA), and numerous local estate planning councils across the country. She has also volunteered at the State Bar of Arizona’s “Arizona Attorneys Respond” series, where she discussed estate planning during COVID-19, and as a guest speaker for the Graduate Tax Program at Boston University School of Law, inspiring the next generation of tax professionals.
Ashley previously served on the Board of Directors of the Maricopa County Bar Association, where she is a current member and past chair of the Estate Planning, Probate, and Trust Section, as well as an Equity, Diversity & Inclusion committee member. She is the past president of the Central Arizona Estate Planning Council and Vice-Chair of the Publications Committee of its parent organization, NAEPC. Her role as the Production Editor of the NAEPC Journal of Estate & Tax Planning further demonstrates her dedication to advancing the field. Additionally, Ashley is the past secretary and currently serves as a member of the Board of Directors of Ballet Arizona, the Southwest’s premier professional ballet company which seeks to “ignite the human spirit through the magic of dance,” reflecting her broader involvement in community initiatives.
Ashley works with her husband, Darren Case, who is also a tax and estate planning attorney at Tiffany & Bosco. They have three children and three dogs. In her free time, Ashley is a passionate adventure seeker. Besides taking on wild activities such as bungee jumping, ice climbing, skydiving, and dogsledding, she loves to hike big mountains. She is an aspiring state “highpointer,” meaning she is attempting to hike the tallest mountain in each state in the United States; to date, she has summited the most towering peaks in Arizona (12,633’), Colorado (14,433’), Hawaii (13,803’), Nevada (13,140’), New Mexico (13,161’), and North Carolina (6,684’). She has also hiked seven of the Colorado “fourteeners.” In June 2022, Ashley traveled to Tanzania, Africa, where she summited Mt. Kilimanjaro (19,341’). The hiking team, Team Courage Rising, raised funds for the Arizona Burn Center at Valleywise Hospital in Phoenix and garnered recognition for the eight burn survivors who led the team. Over the years, her clients have taught her the importance of living life to its fullest. Most weekends, you can catch her (slowly) hiking up Camelback Mountain or Piestewa Peak with a smile on her face.
Education
- Arizona State University, B.S. Marketing (Minor in Mass Communication)
- Chapman University School of Law, J.D.
- Boston University School of Law, LL.M. (Taxation)
Court & Bar Admissions
State Bar of Arizona
Maricopa County Bar Association
United States Tax Court
