Meet Our Attorneys

Thomas J. Mohan brings over 27 years of experience representing clients in estate planning, trust administration, and probate administration. Tom also has deep knowledge and experience as counsel to entrepreneurs, professionals, and family business owners — making him an invaluable resource for clients who need legal guidance on both their personal estate and their business interests.

Tom's practice centers on wealth preservation and wealth transfer planning. He designs estate and business plans to minimize transfer taxes and provide optimum protection for clients' heirs, with the ultimate goal of keeping family assets in the family. When business ownership transitions to the next generation, Tom employs creative, collaborative strategies to maximize flexibility and ensure an equitable outcome for all intended heirs.

Tom is licensed in both Michigan and New York, and has been admitted to practice before the U.S. Tax Court, U.S. District Court, and the Eastern District of Michigan. He graduated from Thomas M. Cooley Law School, earned his B.A. from Western Michigan University, and holds a Master of Arts in Pastoral Studies from Sacred Heart Major Seminary.

Tom is associated with Wakefield Law, PC as Of Counsel, giving his clients access to an outstanding team of estate, trust, and business attorneys. He maintains offices in Troy and Traverse City, Michigan.

David B. Wakefield specializes in estate planning, business planning, and post-death administrations. He works with a broad range of clients — from young families selecting guardians for their minor children to experienced business owners preparing succession plans and planning for retirement.

David attended Michigan State University, earning a degree in Finance with Honors through the Wealth Management and Financial Planning program — completing coursework in Estate and Income Tax Planning, Principles of Insurance and Risk Management, and Financial Planning and Wealth Management.

He then earned his law degree from Wayne State University Law School while simultaneously working as a probate law clerk, an elder law student attorney at a legal aid clinic, a teaching assistant for Wayne State's Trusts and Estates course, and part-time for multiple estate planning firms — including Wakefield Law, PC. This rare combination of academic and hands-on experience prepared him for sophisticated client work from his first day in practice.

David has appeared on the Michigan State University Wealth Management Association podcast and has spoken on estate planning for numerous financial companies and nonprofit organizations. He is a member of the Community Foundation of Greater Rochester's Young Leaders committee, participates in the Alzheimer's Association Walk Planning Committee, and is actively involved with the Troy, Clarkston, and Rochester Chambers of Commerce. Outside the office, David enjoys Michigan State and Detroit sports, mountain biking, running, and northern Michigan.