Reading
610.478.2084
610.988.0844 fax
ctw@stevenslee.com

Tom concentrates in estate and tax planning, fiduciary administration, litigation of fiduciary matters, including the defense of surcharge claims brought against corporate fiduciaries, and consulting with banks and trust companies on matters of fiduciary administration and regulatory compliance.

Tom is a life member of the Pennsylvania Joint State Government Commission's Advisory Committee on Decedents' Estates Laws and chaired its Pennsylvania Uniform Trust Act Subcommittee, which is credited with the recent complete codification of trust law in Pennsylvania. The work of the subcommittee is recognized nationally with several states adopting the proposal as a model for their own trust laws.

As published in Philadelphia magazine, Tom was recognized as a Pennsylvania Super Lawyer in 2004, 2005 and 2006 by being selected by his peers as among the top 5 percent of lawyers in the Commonwealth.

Education:
Duke University School of Law, J.D., with distinction, 1977
Dickinson College, B.A., summa cum laude, 1974

Bar Admissions:
Pennsylvania

Court Admissions:
U.S. Tax Court
U.S. District Court for the Eastern District of Pennsylvania
U.S. Court of Appeals for the Third Circuit

Selected Speaking Engagements:

• "Litigating in Orphans Court." Pennsylvania Bar Association CLE course. Mechanicsburg and Philadelphia, February-March 2003.
• "Estate Planning for Subsequent Marriages." Pennsylvania Bar Association CLE course, 1997 and 2000. Course Planner.

Professional and Civic Affiliations:
Pennsylvania Joint State Government Commission Advisory Committee on Decedents' Estates Laws, Member, Chair of Pennsylvania Uniform Trust Act Subcommittee
American College of Trust and Estate Counsel, Fellow
The Reading Hospital and Medical Center, Board of Directors
Reading Musical Foundation, Immediate-Past Chair
The Reading Public Museum Endowment Committee, Former Chair
Berks County Bar Association
Pennsylvania Bar Association
American Bar Association