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Thomas Robert Rogers

Estate planning Attorney at Longwood, FL

5.0   11 reviews

also known as Thom Rogers, Thomas R. Rogers

  • Licensed for 46 years
    State FL
    Acquired 1977
    Status
    Member in Good Standing No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Thomas

Learn Thomas’s areas of practice.

5
Practice areas
  1. Estate planning
    40%
    "Estate" is the legal term used to define your property and money—basically, everything that belongs to you. Estate planning attorneys tell you different strategies you can use to transfer your belongings after you die. By planning your estate, you can maximize its value by minimizing taxes and eliminating court costs and interference. Estate planning attorneys also help you control and protect your estate during your lifetime, by writing documents that allow you to transfer property and money t

    47 years, 2,000 cases

  2. Tax
    20%

    47 years, 500 cases

  3. Business
    15%

    47 years, 100 cases

  4. Trusts
    15%

    47 years, 500 cases

  5. Probate
    10%

    47 years, 100 cases

 

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.

 

 

Photos and videos

Location

Sweetwater Law Offices, PLC
Sweetwater Square, Suite 102
900 Fox Valley Drive
Longwood, FL, 32779

Estate Planning lawyers nearby

Reviews

5.0 / 5.0
  11 customer reviews
5 Star
 
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Posted by Tom | August 22, 2017
This review is from a person who hired this attorney.
| Hired 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 clients to Thom and have received very positive comments regarding his knowledge, expertise and attention to detail. I highly recommend Thom and his outstanding staff.
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Posted by David | August 3, 2017
This review is from a person who hired this attorney.
| Hired 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 having met Thom and I attended as many of his Continuin Legal Education programs as possible. Three years ago I had an opportunity to co-counsel with Thom on an estate administration in Florida. I was very impressed with the organization of Thom's office and the professionalism displayed by all of the attorneys working in his office. More importantly, Thom answered questions that I had regarding the federal tax aspects of the estate and kept the administration in Florida moving forward. He left all of the client communications in my hands. We developed a great working relationship and instilled trust in the client that together we could handle all of the many issues involved. That led to the ultimate planning experience as Thom and I worked together to prepare an elaborate Florida and federal estate plan for my surviving client. I am very pleased to have Thom as a colleague and friend.
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Posted by Jay | August 3, 2017
This review is from a potential client who consulted with this attorney.
| Consulted 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 always shown himself to be a top notch, highly ethical estate planning attorney who, with his background as a CPA, his clients can rely on to provide them with the best in tax, asset protection and estate and trust planning.
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Posted by Richard | July 21, 2017
This review is from a potential client who consulted with this attorney.
| Consulted 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 consummate professional.
Posted by Alan | July 19, 2017
This review is from a person who hired this attorney.
| Hired 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 set you on a path to success and I can not recommend him enough.
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Posted by Glenn | July 19, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Excellent and Devoted Estate Planning Attorney
I have known Thom personally and professionally for over 15 years. In that time, Thom has proven to be a very genuine person and a professional who represents the legal field with impeccable knowledge and ethics in the areas of asset protection & estate planning. He is someone that you can rely upon to give expert advice in his field as well as expressing ethical values to the general public & his colleagues.
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Posted by Dominick | December 3, 2013
A very dedicated and knowledgable attorney
I have known Thom for over 20 years when I needed him to help me with my will and estate. This is not an easy area to deal with as we have to confront our death. Thom is one of the finest caring attorney who work in the Estate Plan area.
Posted by Andrew | October 23, 2013
Review of Thomas R. Rogers, Esq.
I am an attorney and traffic hearing officer in Florida. I have know Thom for over 24 years. I have handled litigation with Thom as co-counsel and have observed his legal abilities first hand. His abilities are excellent. He always goes above and beyond the call of duty for his clients. He is caring, professional, and sensitive to his client's needs. I would highly recommend Thom to any prospective client in need of legal or accounting services.
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Posted by Carol | October 16, 2013
Endorsement
Thom Rogers is an excellent, experienced trust & estates attorney. We have worked together on several large estate planning cases in recent years. He is creative, responsive, and easy to work with.
Posted by Darrell | October 16, 2013
Thom Rogers--A True Professional
I have known Thom Rogers for nearly 30 years. As an attorney myself, Thom and I have worked together on several cases over the years and he has assisted many of my clients and friends on challenging issues within his areas of expertise. He brings a calm demeanor, an encouraging voice, thorough preparation and superior intellect to every situation. I would use Thom myself and would certainly not hesitate to recommend trusted clients to him.
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Posted by Patty | October 16, 2013
Excellent Trust & Estate Attorney
Thom Rogers and his staff are an excellent, professional and compassionate team dedicated to helping their clients with estate planning and trust issues. They were able to successfully clean up and update my Mother's trust documents and assist with proper titling of assets. They put my 80 year old Mother at ease and explained every step of the process. I highly recommend this team!
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Cost

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Contact for Details

Resume

AVVO RATING 8.6 (Excellent)

Work Experience

  • Manager - Attorney-CPA
  • Sweetwater Law Offices, PLC
  • 1981 - Present
  • Estate Tax Attorney-CPA
  • W.O. Daley & Company, CPAs
  • 1977 - 1980
  • CPA - Tax Planner
  • Arthur Andersen & Company, CPAs
  • 1973 - 1974

Education

  • Ohio Northern University - Claude W. Pettit College of Law
  • JD - Juris Doctor
  • 1976
  • Ohio Northern University
  • BA - Bachelor of Arts
  • 1973
  • St Edward's High School
  • High School Diploma
  • 1969

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.

Associations

  • Seminole Bar Association
  • Member
  • 1981 - Present
  • Florida Bar, Probate and Real Estate Committee
  • Member
  • 1977 - Present
  • Orange County Bar Association
  • Member
  • 1980 - 2005

Languages Spoken

  • English

Honors and Awards

  • Getty Scholar
  • Ohio Northern University
  • 1973

Publications

  • Quantum Press publication
  • Giving - Philanthropy for Everyone
  • 2002
  • Esperti Peterson Institute Contributory Series
  • Generations: Planning Your Legacy
  • 2000

Speaking Engagements

  • Estate Planning
  • Building the Foundation of an Estate Plan
  • 2013
  • Maranatha Volunteers International 2012 Convention
  • Estate Planning Services
  • 2012
  • Estate Planning Presentation
  • Estate Planning Open Forum
  • 2012
  • Maranatha Volunteers International 2011 Convention
  • In an Uncertain World- 5 Steps to a Secure Future
  • 2011
  • Maranatha Volunteers International 2010 Convention
  • Planning Strategies in these Uncertain Times
  • 2010
  • 15th Annual Estate, Business and Financial Planning Continuing Education Seminar
  • Contemporary Estate Planning in Uncertain Times
  • 2009
  • 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
  • 2008
  • Advanced Estate Planning
  • Savings for College 529 Plans
  • 2007
  • Virtual University
  • Fixing Common Problems with the Ownership of Life Insurance & Life Insurance Trusts
  • 2006
  • 11th Annual Estate, Business and Financial Planning Continuing Education Seminar
  • Asset Protection Planning– Why Estates Remain at Risk
  • 2005
  • Specialty Program (2 Day)
  • Advanced Irrevocable Life Insurance
  • 2004
  • Specialty Program (2 day)
  • Irrevocable Life Insurance Trusts
  • 2003
  • Specialty Program
  • Family Limited Partnerships
  • 2001
  • Specialty Workshop
  • Family Limited Partnerships & Limited Liability Companies
  • 2000
  • Practicum 3
  • Family Limited Partnership Compendium
  • 1999
  • Estate Planning Collegium
  • Engagement Letters
  • 1998
View all speaking engagements

Attorney endorsements

Received (14)
Given (12)
Endorse Thomas
Estate planning Attorney | Jun 07
Relationship: Fellow lawyer in community
"I endorse this lawyer. Thom is a professional, ethical and knowledgeable estate planning attorney."
Estate planning Attorney | Oct 29
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Oct 28
Relationship: Worked together on matter
"I endorse this lawyer. We have worked together on various matters. I think Thom is an excellent lawyer. Janet H. McLamb, Esq. North Carolina"
Estate planning Attorney | Oct 18
Relationship: Worked together on matter
"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."
Estate planning Attorney | Oct 18
Relationship: Worked together on matter
"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."
Estate planning Attorney | Oct 18
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Oct 17
Relationship: Worked together on matter
"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."
Estate planning Attorney | Oct 17
Relationship: Worked together on matter
"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."
Estate planning Attorney | Oct 17
Relationship: Fellow lawyer in community
"Thom is an experienced, knowledgeable and honest attorney whom I recommend to others in his geographic area. I endorse Thom."
Estate planning Attorney | Oct 16
Relationship: Worked together on matter
"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."
Estate planning Attorney | Oct 16
Relationship: Worked together on matter
"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."
Estate planning Attorney | Oct 16
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Oct 16
Relationship: Fellow lawyer in community
"I endorse Thom. Know him for years as a colleague in a study group. He is top notch."
Estate planning Attorney | May 23
Relationship: Fellow lawyer in community
"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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Longwood Estate planning Lawyer Thomas Robert Rogers
Thomas Robert Rogers
Estate planning Attorney
Longwood, FL
Licensed for 46 years