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Thomas Robert Rogers
also known as Thom Rogers, Thomas R. Rogers
About Thomas
Biography
Mr. Rogers, an attorney and accountant by profession, designs estate/asset protection plans and provides probate and trust administration. He founded Sweetwater Law Offices, PLC, an estate, asset protection and charitable planning law firm, in Longwood (Orlando), Florida in 1981, Wealth Strategies Collaborative, Inc., a collegial group of attorneys nationwide, who collectively combine their expertise designing asset protection and wealth preservation plans in 2000, and Cornerstone Advisory Consulting, LLC, which provides Advisory Services offered through CSSC Investment Advisory Services, Inc., a Registered Investment Adviser Securities offered through CSSC Brokerage Services, Inc., Member FINRA and SIPC.
BACKGROUND: Thom Rogers is a tax attorney and Certified Public Accountant (CPA). Mr. Rogers designs asset protection / estate plans and preserves wealth through estate, income and charitable tax planning. Mr. Rogers received his Bachelor of Arts Degree in Accounting, cum laude, Phi Beta Kappa, and his J.D. from Ohio Northern University. Mr. Rogers attended Ohio Northern on scholarship and received the highest distinction as a Getty Scholar.
EXPERIENCE: Mr. Rogers' areas of professional concentration are asset protection, wealth preservation, estate planning, trusts, probate administration, business, charitable and tax planning.
He has been a lecturer and instructor on asset protection, estate and charitable planning for attorneys, accountants, financial planners, stock brokers, insurance agents, the National Network of Estate Planning Attorneys, the Wealth Strategies Institute, WealthCounsel, LLC, the Florida Forum, the Mid-South Forum of Estate Planning Attorneys and the public.
Prior to practicing law, Thom practiced in the tax departments of international, regional and local accounting firms.
PERSONAL: Married to Krista, a practicing estate planning attorney who works with Thom; daughter, Amanda, a videographer in Edinburgh, Scotland; golden retrievers, Sophie and Sadie.
Practice Areas
5
Practice Areas
Estate Planning
40%
49 years | 2,000 cases
Tax
20%
49 years | 500 cases
Business
15%
49 years | 100 cases
Trusts
15%
49 years | 500 cases
Fees and Rates
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Chat withLicenses
Licensed in Florida for 48 years
State: Florida
Acquired: 1977
No misconduct found
Location
Sweetwater Law Offices, PLC
Sweetwater Square, Suite 102, 900 Fox Valley Drive, Longwood, FL, 32779
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Thomas Robert Rogers's Reviews
Showing 1 - 5 of 11 client reviews from Avvo
Posted by Tom | August 22, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Highly Recommend
I have known Thom personally and professionally for 11 years. In that time, Thom has provided excellent service to me and my family in creating our estate and asset protection plan. I have been very impressed with Thom's ability to simplify the complicated. I have had many opportunities to refer...
Posted by David | August 3, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Outstanding Co-counsel and Estate Planning Professional
I met Thom Rogers at a national estate planning attorneys' conference in the mid-1990's. He was a great communicator when presenting tax matters seminars. Thom also conveyed the importance of being client focused in the practice of law. My career in estate planning law was enhanced greatly by hav...
Posted by Jay | August 3, 2017 | Consulted Attorney
This review is from a potential client who consulted with this attorney.
Top Notch Estate Planning Attorney
I have known Thom Rogers for more than 17 years through an organization of estate planning attorneys for which he taught and educated many of us about the ins and outs of estate and trust planning for all kinds of clients. He has assisted me in dealing with difficult estate planning matters and alwa...
Posted by Richard | July 21, 2017 | Consulted Attorney
This review is from a potential client who consulted with this attorney.
A superb estate planning professional
I have known Thom Rogers for many years and have consulted with him with regard to common clients on many occasions in the areas of estate planning and estate administration. In all our dealings, he has always impressed me as a good communicator, as conscientious and ethical person, and as a consumm...
Posted by Alan | July 19, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Excellent Cluent Advocate
I have had the pleasure of working with Mr. Rogers as my attorney, while he represented a seller / client in an estate matter and as a client. He is knowledgeable, forthright and shows an immense amount of empathy in the plans he proposes for his clients. Conferring with Mr. Rogers will absolutely se...
Thomas Robert Rogers's Lawyer Endorsements
"I endorse this lawyer. Thom is a professional, ethical and knowledgeable estate planning attorney."
"I endorse this lawyer. Thom is truly a dean among estate planning attorneys and instructs attorneys all over the country in these matters. He is one of the most ethical and competent attorneys I know."
"I endorse this lawyer. We have worked together on various matters. I think Thom is an excellent lawyer. Janet H. McLamb, Esq. North Carolina"
"I endorse this lawyer. I have worked as co-counsel with Thom in the past and am currently working with him on a matter. Thom is a consummate professional. He is smart, thorough, detail oriented, and has the ability to explain complex estate planning concepts in a manner that is very easy to understand."
"I have known Attorney Thom Rogers for many years. He is a highly ethical, knowledgeable and caring attorney. He takes the time to get to know his clients, as well as understand their needs and goals for their estate plan. I strongly endorse this lawyer."
"Thom is among the most thoughtful, thorough, and innovative estate planning lawyers I have known in my legal career of 38 years. It is a pleasure to work with him."
"I endorse this lawyer with high praise. Thom is a brilliant attorney who brings a vast knowledge of the tax code coupled with a sophisticated understanding of investments and business planning to every consult. Importantly, he can explain complex issues and solutions in ways anyone can understand. I have known Thom Rogers for many years through an exclusive group of high-end estate planning attorneys from the Southeastern US who collaborate twice yearly; it has also been my pleasure to work directly with Thom on several client matters where we needed Thom's unique expertise. Thom Rogers is one of those rare attorneys with a warm personality who is passionate about taking good care of his clients."
"I endorse this lawyer. He is of the highest ethics and also has the analytical skills and knowledge that I would choose as my own personal attorney."
"Thom is an experienced, knowledgeable and honest attorney whom I recommend to others in his geographic area. I endorse Thom."
"I have worked with Thom on several estate planning cases involving average size and large estates. Thom brings a high level of expertise in both the estate planning law and tax law. His approach is one of dealing with the clients complete financial picture with the focus on the clients wishes, hopes and aspirations for the family. I would highly recommend him."
"I have know Tom for many years through our membership in professional organizations. I have also worked with Tom and know of his reputation with other professionals as an excellent lawyer, a man of integrity and a true expert in estate planning such that other estate planning lawyers collaborate with Tom to obtain the best result for their clients. I highly recommend Tom to any potential client."
"I've had the pleasure and privilege to know Thom for almost 20 years. He is incredibly dedicated to his profession, and is an excellent teacher and lawyer. You will enjoy working with Thom and his team."
"I endorse Thom. Know him for years as a colleague in a study group. He is top notch."
"For my clients who need complex estate planning and asset protection, I refer them to Thom Rogers. The fact that he is also a CPA gives me a great comfort level as to his expertise. I have reviewed his work on behalf of a client and it was professional and very well done."
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Experience
Honors
1973
Getty Scholar, Ohio Northern University
Work Experience
1981 - Present
Manager - Attorney-CPA, Sweetwater Law Offices, PLC
1977 - 1980
Estate Tax Attorney-CPA, W.O. Daley & Company, CPAs
1973 - 1974
CPA - Tax Planner, Arthur Andersen & Company, CPAs
Associations
1981 - Present
Seminole Bar AssociationMember
1977 - Present
Florida Bar, Probate and Real Estate CommitteeMember
1980 - 2005
Orange County Bar AssociationMember
Sample of Legal Cases
Asset Protection & Estate Planning Design
Properties transferred to and “held” by a Limited Partnership are now protected from attack by “outside” creditors and no estate tax will be paid now or in the future on the property transferred.
Education
1976
Ohio Northern University - Claude W. Pettit College of Law
JD - Juris Doctor
1973
Ohio Northern University
BA - Bachelor of Arts
1969
St Edward's High School
High School Diploma
Speaking Engagements
2013
Estate Planning
Building the Foundation of an Estate Plan
2012
Maranatha Volunteers International 2012 Convention
Estate Planning Services
2012
Estate Planning Presentation
Estate Planning Open Forum
2011
Maranatha Volunteers International 2011 Convention
In an Uncertain World- 5 Steps to a Secure Future
2010
Maranatha Volunteers International 2010 Convention
Planning Strategies in these Uncertain Times
2009
15th Annual Estate, Business and Financial Planning Continuing Education Seminar
Contemporary Estate Planning in Uncertain Times
2008
Union College Homecoming Planned Giving Seminar
Create a Legacy: Practical Estate Planning Strategies
2008
International Conference of Philanthropy
Charitable Gift Planning: How to Work with Professional Advisors that can Influence Planned Gifts
2008
International Conference of Philanthropy
Guaranteed Retirement Income Trust with a Remainder to your Charitable Organization
2007
Advanced Estate Planning
Savings for College 529 Plans
2006
Virtual University
Fixing Common Problems with the Ownership of Life Insurance & Life Insurance Trusts
2005
11th Annual Estate, Business and Financial Planning Continuing Education Seminar
Asset Protection Planning– Why Estates Remain at Risk
2004
Specialty Program (2 Day)
Advanced Irrevocable Life Insurance
2003
Specialty Program (2 day)
Irrevocable Life Insurance Trusts
2001
Specialty Program
Family Limited Partnerships
2000
Specialty Workshop
Family Limited Partnerships & Limited Liability Companies
1999
Practicum 3
Family Limited Partnership Compendium
1998
Estate Planning Collegium
Engagement Letters
Publications
2002
Quantum Press publication
Giving - Philanthropy for Everyone
2000
Esperti Peterson Institute Contributory Series
Generations: Planning Your Legacy
Languages
English