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Stephen Shevlin Case

Stephen Shevlin Case, American lawyer. Bar: Arizona 1969, Colorado 2001, United States Tax Court 1970, United States Court Appeals (9th circuit) 1984. Recipient Cynthia Wedel National Leadership award, American Red Cross, 2005.

Background

  • Case, Stephen Shevlin was born on November 16, 1943 in Minneapolis. Son of George Price and Helen (Beckwith) Case.

  • Education

    • Bachelor, Washington and Lee University, 1966. Bachelor of Laws with honors, Washington and Lee University, 1969.

    Career

    • Worked at Case & Siler, P.L.L.C. (Scottsdale, Arizona) specializing in Estate Planning, Taxation, Business Sale-Purchase Transactions, Real Estate, Probate and Trust Administration, Probate and Trust Litigation. Admitted to the bar, 1969, Arizona. 1970, United States. Tax Court.

      1984, United States. Court of Appeals, Ninth Circuit. Delta Theta Phi. Contributor: 42 Journal of Taxation, 1975. 38, 39, 41, N.Y.U. Institute on Federal Taxation, 1979, 1980, 1982.

      16 University of Miami Institute on Estate Planning, 1982. ALI-American Bar Association Basic Estate Planning Course, 1982-1997. Great Plains Tax Institute, 1985.

      Duke University Estate Planning Conference, 1984. Southern Methodist University Estate Planning Institute, 1985. Faculty Member, Estate and Gift Tax, Golden Gate University Graduate School, 1983-1986.

      Director, Central Arizona Estate Planning Council, 1978-1981. Director, Camel Bank, 1981-1987. Board Member, 1992— and Chairman, 1996-1998, Central Arizona Chapter, American Red Cross.

      Member, Valley Estate Planners. Member: State Bar of Arizona (Chairman, Section on Taxation, 1983-1984. Chairman, Section on Real Property, Probate and Trust Law, 1984-1985.

      Member, Disciplinary Hearing Committee, 1989-1997, Chair, 1994-1997). American Bar Association (Audio Estate Planner, 1995). Fellow: American College of Trust and Estate Counsel.

      Arizona Bar Foundation. Case & Siler, P.L.L.C. is a law firm with offices in Scottsdale and Sun City, Arizona representing individuals, small businesses, estates and trusts in the areas of its expertise. The lawyers have deep roots in the Arizona legal community and have served on numerous boards of directors and chaired numerous committees both within the legal community and on broader based community organizations.

    Membership

    Advisory board member Arizona Comty. Foundation; member board adjustment Town of Paradise Valley, Arizona, 1987—1991, Lukes Men of St. Lukes Hospital, 1976—1985. Board directors Center Arizona Estate Planning Council, 1978—1981, American Humanics at Arizona State University, since 2000, advisory board member.

    President Lukes Men of St. Lukes Hospital, 1981—1982. Board directors central Arizona chapter American Red Cross, 1992—1998, 2002—2005, since 2007, vice-chairman, 1995—1996, chairman, 1996—1998, biomedical region, since 1998, chairman, since 2001. Chair Advanced Estate Planning Institute, State Bar Arizona, 2002—2004.

    Mediator Maricopa County Probate Court Mediation Program. Fellow: American College Trust and Estate Counsel. Member: American Bar Association, State Bar Arizona (chairman section real property, probate and trust law 1981-1982, chairman section taxation 1983-1984, disciplinary hearing committee 1989-1996, chairman 1994-1996, executive council 2002-2005, Eleanor Ter Horst award 2005), Rotary (director Sun City Foundation 1977-1981, 1995-1998, chairman 1996-1998), Delta Theta Phi.

    Personality

    Interests

    Trout fishing, skiing, backpacking.

    Connections

    • Married Judy Elizabeth Everett, April 5, 1969 (divorced February 1979). Children: Mackenzie Beckwith, Julia Lee. Married Pamela Ellen Earl, April 29, 1981 (divorced 1991).

      Married Monica Ann Triano, July 18, 1999.
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    Born November 16, 1943
    (age 74)