Thomas F. Sweeney

Thomas F. Sweeney has extensive experience with Federal and state income and transfer taxation (gift, estate and generation skipping transfer) affecting trusts, estates and individuals. He is actively involved in the planning and administration of revocable and irrevocable trusts and estates, and related entities including the design and implementation of estate plans, including tax, probate avoidance  and investment strategy planning. He also has substantial experience in trust and estate dispute resolution involving the issues of testamentary capacity, undue influence, valuation of assets and related matters.

Thomas served for ten years on the Council of the Probate and Estate Planning Section of the Michigan Bar Association and served as secretary during 2010-2011, vice chair for 2011-2012, chair elect for 2012-2013 and chair for 2013-2014.  In addition, he served as chair of Taxation Committee of the Oakland County Bar Association.  Thomas has frequently spoken at the Institute of Continuing Legal Education programs and has been a guest lecturer at the University of Michigan Law School.  He was an adjunct professor in the Wayne State University Law School teaching estate and gift taxation from 2006 to 2012.  Thomas’ articles on trust and tax matters have appeared in Probate and Estate Planning Journal and he has been included in Best Lawyers in America since 2003.

Thomas has been active in civic and community organizations.  He has served on the City of Birmingham Charter Review Commission and was an elected member of the Baldwin Public Library for 27 years serving four years as President.  Thomas has also been a board member of the Community  House Association and the Birmingham Rotary Club Endowment Fund, Inc., including serving as President of both organizations.  In addition, Thomas has served on numerous other charitable and community boards over the past 35 years.