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 represents business owners, executives, professionals, and other individuals in all phases of estate planning, including the preparation of wills, various types of trust agreements, charitable planning, and family limited partnerships.  Vance is a trusted advisor to multiple generations of families and their businesses and frequently provides advice on buy-sell agreements and the structuring of business transactions such as asset sales, stock sales, and mergers.

Vance is a frequent speaker and author on estate planning and related topics.  He is active in the Lancaster community. He has served on various charitable boards and committees, and he currently is a member of the Development Committee of the Lancaster General Health Foundation.

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

Lancaster County Estate Planning Council

Lancaster County Community Foundation, Member

Bar Admissions

Pennsylvania

PUBLICATIONS

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