David E. Sloan

Shareholder


David E. Sloan is co-Chair of VanCott's Tax and Estate Planning Group. Mr. Sloan represents individuals, estates, and trusts in a variety of areas, including estate planning, probate, estate and trust administration, charitable giving, state and local taxation, retirement plan distributions, tax-free exchanges, matters before the IRS, and other general tax and business planning matters. In the estate planning area, Mr. Sloan has worked extensively with income, gift, estate, and generation-skipping transfer tax issues. In addition, he also organizes and advises a variety of business entities, including S Corporations, C Corporations, limited and general partnerships, limited liability companies, and tax-exempt organizations. Mr. Sloan graduated from the University of Utah with a B.A. in Accounting (cum laude, 1987); an MBA (1990); and a JD (1990) (member, Utah Law Review, Order of the Coif). He has spoken on tax and estate planning topics on numerous occasions. Mr. Sloan has been listed in The Best Lawyers in America® in the areas of Tax Law (2006 and 2007) and Trusts and Estates (2006-2007), he is recognized in the 2007 and 2008 Mountain States Super Lawyers in the area of Estate Planning and Probate, and he was selected by his peers and named in Utah Business Magazine as one of the 2007 and 2008 Utah Legal Elite in the areas of Wills, Trusts and Estates.

Professional Affiliations

American Bar Association
Utah State Bar (Vice Chair, Estate Planning Section)
Fellow, American College of Trust and Estate Counsel

Education and Clerkships
J.D., S.J. Quinney College of Law, University of Utah (1990), Order of the Coif
Utah Law Review
M.B.A., University of Utah (1990)
B.A., Accounting, University of Utah (1987), cum laude
Law Clerk, Honorable I. Daniel Stewart, Utah Supreme Court

Admitted to Practice
Utah
United States Tax Court

Community Affiliations
Suzuki String Institute, Utah Chapter (Advisory Committee)

Foreign Languages
Spanish

Office Location
Salt Lake City
(801) 237-0423

Email
dsloan@vancott.com



Practice Areas
Business Organizations
Tax, Estate & Benefit Planning


AV Peer Review Rated