David E. Sloan

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David E. Sloan

Email: dsloan@fabianvancott.com

Direct Line : 801.237.0423

Fax : 801.596.2814

215 South State Street Suite 1200
Salt Lake City, Utah 84111

Biography

David E. Sloan is a shareholder with the law firm of Fabian VanCott, which in 2019 merged with the law firm of Sloan & Sloan which he started with his brother Stephen in 2015 after spending twenty-four years with the law firm of Van Cott, Bagley, Cornwall & McCarthy.

David’s practice focuses on sophisticated estate planning, including gift tax, estate tax, and generation-skipping transfer tax issues; required minimum distribution planning for qualified plans and IRAs; trust and estate administration, including probate; guardianships and conservatorships; complex tax litigation and representation before the IRS; trust and estate litigation; charitable planning and work with tax-exempt organizations; and general tax and business planning related to partnerships, limited liability companies, S Corporations, and C Corporations. He has represented many clients in tax and other matters in State District Court, the Utah Supreme Court, Federal District Court for the State of Utah, the U.S. Tax Court, and the Tenth Circuit Court of Appeals, and has also represented clients in mediation and before the IRS.

David has spoken and presented on tax and estate planning topics on many occasions, both locally and nationally as a member of the Transfer Tax Study Committee of the American College of Trust and Estate Counsel.

Professional

PROFESSIONAL:
Member, Utah State Bar
Law Clerk for the Honorable I. Daniel Stewart, former Associate Chief Justice of the Utah Supreme Court (1990–1991)
Attorney and Shareholder, Van Cott Bagley (1991-2015)
Chair, Van Cott Bagley Tax, Estate and Benefit Planning Practice Group (1999-2015)
Chair, Utah State Bar Estate Planning Section (2008-2009)
AV Preeminent rating from Martindale-Hubbell Peer Review
Recognized for many years in The Best Lawyers in America in the areas of Trusts and Estates, Tax Law, and Litigation–Trusts and Estates
Recognized by Best Lawyers as Lawyer of the Year for Salt Lake City in the categories of Litigation-Trusts and Estates (2013, 2017, 2019) and Trusts and Estates (2016)
Recognized for many years in Mountain States Super Lawyers and Utah Business Magazine’s “Legal Elite”
Ranked in Chambers High Net Worth 2018
Fellow, American College of Trust and Estate Counsel (“ACTEC”) (2006 to present)
Member, ACTEC Transfer Tax Study Committee (2011 to present)
Member, Proposed IRC Section 6166A Drafting Subcommittee (2012-2017)
Chair, IRC Section 6166 Revision Subcommittee (2017 to present)

PRACTICE AREAS:
Tax and Estate Planning
Trust and Estate Administration/Probate
Trust and Estate Litigation
Tax Litigation and Representation before the IRS
Planning for Retirement Benefit Distributions
Charitable Planning and Tax-Exempt Organizations
Non-Qualified Deferred Compensation (Section 457(f) Plans, Split Dollar Life Insurance Agreements)
Tax-Free Exchanges
Business Entities

Education

J.D., S.J. Quinney College of Law, University of Utah (1990) (Order of the Coif)
Member, Utah Law Review (1988-1990)
M.B.A., University of Utah (1990)
B.A., Accounting, cum laude, University of Utah (1987)

Community Service

Past Advisory Committee Member, Suzuki String Institute, Utah Chapter
United Way of Utah

Peer Recognition

Utah-Legal-Elite SL2015_rev BestLawyersLogo-1024x267-1024x267
2007-2019 2013, 2016, 2017, 2019, 2020