Schnader Welcomes Partners Paul Van Horn and Erica Howard-Potter to Tax and Wealth Management DepartmentOn January 27, 2021 by Schnader in News
Schnader Harrison Segal & Lewis LLP is pleased to welcome Paul E. Van Horn and Erica Howard-Potter as partners in the Tax and Wealth Management Department, resident in the firm’s New York office. Their practices focus on estate planning and administration, charitable giving, trust and estate litigation, business succession planning, and taxation.
“We are very pleased that Paul and Erica have joined Schnader,” said Nadine Doolittle, Chair of the Tax and Wealth Management Department and Member of the Firm’s Executive Committee. “The breadth and depth of their experience handling a wide range of both domestic and international estate planning and administration matters will be a valuable resource to the Firm and to our clients.”
Mr. Van Horn advises individuals of all wealth levels in connection with their estate planning, including the preparation and implementation of Wills, all types of trust agreements, powers of attorney and health care proxies, and private foundations. He also represents charitable organizations and fiduciaries and beneficiaries of trusts and estates. Mr. Van Horn has substantial experience representing clients in New York Surrogate’s Court and before the IRS and New York State Department of Taxation and Finance in connection with the audit of gift and estate tax returns. Mr. Van Horn is a Fellow of the American College of Trust & Estate Counsel (ACTEC). He is also an adjunct professor at New York University School of Law where he taught “Income Taxation of Trusts and Estates” to LL.M. students in the graduate tax program for several years. He is a past Chair of the Estate & Gift Tax Committee and the Tax Practice Management Committee of the ABA Tax Section. Mr. Van Horn received an LL.M. in Taxation from the New York University School of Law, and is a graduate of the Columbia University School of Law and Yale University.
Ms. Howard-Potter develops, structures, drafts, and implements all aspects of estate plans and administers complex estates. She also handles all aspects of the gift planning process, including forming entities, drafting trusts, obtaining and reviewing appraisals, coordinating discount valuations, and preparing and filing gift tax returns. Her work also includes advising clients regarding offshore reporting obligations and IRS amnesty programs and representing clients in audits and other disputes with the IRS. In addition, she assists in the litigation of trusts and estates matters, including objections to probate and fiduciary accountings and Will construction proceedings. Ms. Howard-Potter received an LL.M. in Taxation from New York University School of Law, and is a graduate of Albany Law School of Union University and Union College.