Thomas H. Bergh

Tom has over 30 years of experience in helping clients efficiently and effectively define their estate planning goals and to arrange their affairs accordingly. His expertise includes facilitating the direction of a client-centered and directed strategy and then drafting clear and understandable legal documents to implement it, thereby protecting client wealth, closely-held businesses, and families from taxes, post-mortem chaos and expense, and unnecessary complexity. He has expertise and experience in dealing with the IRS in administrative hearings and litigation, developing creative tailored solutions for business succession planning, charitable trusts and private foundations, and IRA distribution planning. Tom is a frequent speaker and author on estate planning, employee benefits, charitable planning, and is the past chair of the Financial and Estate Planning Council of Metropolitan Detroit.

Tom has over 30 years of experience in helping clients efficiently and effectively define their estate planning goals and to arrange their affairs accordingly. His expertise includes facilitating the direction of a client-centered and directed strategy and then drafting clear and understandable legal documents to implement it, thereby protecting client wealth, closely-held businesses, and families from taxes, post-mortem chaos and expense, and unnecessary complexity. He has expertise and experience in dealing with the IRS in administrative hearings and litigation, developing creative tailored solutions for business succession planning, charitable trusts and private foundations, and IRA distribution planning. Tom is a frequent speaker and author on estate planning, employee benefits, charitable planning, and is the past chair of the Financial and Estate Planning Council of Metropolitan Detroit.