Profile

Vance chairs the Estate Planning practice group and concentrates his practice in the areas of estate planning, business succession planning, and estate and trust administration. He Vance is a trusted advisor to multiple generations of families and their businesses.

What is Vance’s Approach to the Practice of Law?
The hallmark of Vance’s practice is providing prompt and understandable advice to clients and to work collaboratively with their various professional advisors, such as accountants, financial advisors, and family offices.

How does Vance spend his free time?
In his free time, Vance enjoys spending time with his wife and three children, who keep him very busy with various activities. When not spending time with his family, you can find him on the golf course or rooting for his favorite Pittsburgh sports teams.

EDUCATION

Millersville University, B.A., 1996

Dickinson School of Law, J.D., 1999, Dickinson Law Review, Editor-in-Chief

Georgetown University Law Center, LL.M., Taxation, 2002, with distinction

HONORS/AWARDS

Central Pennsylvania Forty Under 40, 2013

Pennsylvania Rising Stars®, 2007-present

Select Lawyers, 2014

Readers’ Choice Award, 2016

MEMBERSHIPS

Pennsylvania Bar Association

Lancaster Bar Association

Pinnacle Health Foundation, Board Member

EXPERIENCE/REPRESENTATIVE CASES

Vance represents business owners, executives, professionals, and retirees in all phases of estate and tax planning. A sampling of his services include:

  • Stock sale transactions to ESOPs coupled with the use of qualified replacement property to provide liquidity and income tax savings
  • Planning with grantor retained annuity trusts and spousal access trusts to facilitate the transfer of family owned businesses and other assets
  • Complex life insurance planning, including split-dollar planning, premium financing, and the use of Irrevocable Trusts
  • The sale of business assets to Defective Grantor Trusts
  • Creating charitable planning structures, including the use of Charitable Lead Trusts, Charitable Remainder Trusts, and the creation of private foundations
  • Serving as “outside general counsel” to successful families and their businesses
  • Providing advice on the structure of buy-sell agreements and succession planning
  • Representing executors and trustees in the administration of estates and trusts

Bar Admissions

Pennsylvania

PUBLICATIONS

September 15, 2021 - Proposed Tax Law Changes
McNees Insights Newsletter - Estate Planning

August 19, 2021 - Tax Planning for 2021
McNees Insights Newsletter - Estate Planning

November 17, 2020 - Divided Government Should Prove Favorable

September 15, 2020 - Estate Planning and the Upcoming Elections
McNees Insights

March 13, 2020 - Estate Planning and Coronavirus
McNees Insights

March 2, 2020 - McNees Insights - Estate Planning
Reviewing Your Estate Plan | The Effect on the Secure Act on Trusts

March 27, 2019 - McNees Insights - Estate Planning News
Estate Planning for Real Estate Owners | Health Care Decision-Making in PA

January 7, 2019 - McNees Insights: Estate Planning Newsletter
Estate Planning After the Mid-Term Elections / Hold On (to the Original Will)

September 19, 2018 - McNees Insights Estate Planning News
IN THIS ISSUE: Modifying Irrevocable Trusts 101 | Estate Planning for Second Marriages | To Gift or Not to Gift

September 19, 2018 - McNees Insights Estate Planning News
IN THIS ISSUE: Modifying Irrevocable Trusts 101 | Estate Planning for Second Marriages | To Gift of Not to Gift

March 27, 2018 - Estate Planning for Millennials and the "Middle Class" | Business Succession Planning Under the Tax Cut and Jobs Act
McNees Insights - Estate Planning News

February 23, 2018 - A Taxing Transformation: Sponsored Roundtable
Central Penn Business Journal

January 16, 2018 - The Impact of the Tax Cuts and Jobs Act
McNees Insights Estate Planning

November 7, 2017 - The Tax Cuts and Jobs Act
McNees Insights News

July 14, 2017 - McNees Insights - Estate Planning Newsletter
Deducting Miscellaneous Itemized Deductions l Trust Modifications and Terminations by Agreement l Business Succession Planning in an Uncertain Tax Environment

November 11, 2016 - McNees Insights Newsletter - Estate Planning
IN THIS ISSUE: IRS Simplifies Rules for Correcting Late Rollovers l Controlling From the Grave - Incentive Trusts l Life Insurance Due Diligence In Estate Planning

June 24, 2016 - Estate Planning for Real Estate

June 2, 2016 - McNees Insights - Estate Planning June Newsletter
IN THIS ISSUE: Education Tax Credits l Dying Without A Will l The Future of Credit Shelter Trusts

May 4, 2016 - Life Insurance and Estate Planning

April 15, 2016 - Ten Tips for Preventing Feuds from Wrecking Your Family Business

March 1, 2016 - Ten Tips for a Successful Business Succession Plan

March 1, 2016 - Business Succession Planning

February 5, 2016 - Business Succession Planning

January 8, 2016 - Business Succession Planning

September 18, 2015 - McNees Insights- Estate Planning - Fall 2015
In this issue: Transferring The Family Business - Timing Is Everything  l  Have You Considered A Reverse Mortgage?

March 24, 2015 - McNees Insights- Estate Planning - Spring 2015
In this issue: In Defense of Probate  l  Life Insurance and Estate Planning  l  Who Will Get Your Assets - The Hazards of Beneficiary Designations

October 19, 2014 - McNees Insights - Estate Planning - Fall 2014
In this issue: Year-End Tax Planning 2014  l  Pennsylvania Makes Significant Changes to Power of Attorney Law  l  Have You Reviewed Your Estate Plan Recently?

June 20, 2014 - McNees Insights - Estate Planning
 - Summer 2014
In this issue: Transitioning The Family Business to the Next Generation  l  Charitable Trusts and Estate Planning  l  Recent Tax Developments

February 6, 2014 - The Use of Trusts in Business Succession Planning

November 7, 2013 - McNees Insights - Asset Planning and Federal Taxation - Fall 2013
In this issue: Timely Year-End Tax Planning Can Reduce Taxes l Income Tax Cost Basis Planning l Marriage and Taxes in 2013

July 9, 2013 - McNees Insights - Asset Planning and Federal Taxation - Summer 2013
In this issue: Qualified Family Business Exemption for Inheritance Tax  l  3.8% Medicare Tax on Net Investment Income  l  Payable on Death Accounts – Pros and Cons

April 17, 2013 - Business Succession Planning

March 17, 2013 - McNees Insights - Asset Planning and Federal Taxation - Spring 2013
In this issue: ATRA 2012 – How Does it Affect You? l Planning and Paying for Long-Term Care l Obama Revenue Raising Proposals

Contact Info

Practice Groups