Thomas H. Bergh

Tom has over 40 years of experience in helping clients efficiently and effectively define their estate planning goals and then set up a plan to reach them. His expertise helps clients develop a clear and custom-tailored strategy, and then implement the plan by drafting clear and understandable legal documents. These strategies include protecting client wealth, transitioning closely-held businesses to the next generation, reducing potential estate and income taxes, and limiting postmortem expenses. He also has experience in dealing with the IRS in administrative hearings and litigation, in developing creative tailored solutions for business succession planning, and in creating and operating charitable trusts and private foundations.

Tom is a frequent speaker and author on estate planning, employee benefits and charitable planning, and is the past chair of the Financial and Estate Planning Council of Metropolitan Detroit. He is a member of the Community Foundation of Southern Michigan's Legal/Financial Advisor Network and the Tannahill Society of the Detroit Institute of Arts.