Nancy Van Lanen, CTFA, EA

Estate & Trust Director

Position

Nancy joined Wright Ford Young & Co. in 2020. As an Estate & Trust Director, she serves a wide variety of clients providing tax consulting, planning and compliance for trusts, estates and high net worth individuals.

Functional Areas of Practice

Professional Experience

Nancy has over 20 years of experience in tax compliance. Prior to joining Wright Ford Young & Co., she served as tax manager for Wertz & Company in Irvine. She has also worked for AH&M CPA firm as a tax supervisor and tax manager, Rickmeyer & Associates as a senior tax manager, and Associated Trust Company in various tax leadership roles, including as a corporate trustee for her clients.

Nancy specializes in trust, estate and gift tax planning and consulting. She also has expertise working with high net worth individuals and business owners on their tax compliance and planning. She works very closely with investment advisors and estate planning attorneys to help her clients with their trust and estate planning needs.

Thought Leadership

Education & Certifications

Professional Associations

Personal

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