Nancy Van Lanen, CTFA, EA
Nancy joined Wright Ford Young in 2020. As an Estate & Trust Tax Director, she serves a wide variety of clients providing tax consulting, planning and compliance for trusts, estates and high net worth individuals.
Professional Experience
Nancy has over 20 years of experience in tax compliance. Prior to joining Wright Ford Young, she served in management positions for various CPA firms in Orange County. She has also worked for 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, compliance 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.
Personal
Nancy enjoys many outdoor activities, including hiking, biking, traveling and the beach. She also enjoys spending time at various sporting events. She and her husband have one son. She has been involved with many local charitable organizations.