Brooke C. McDermott

Brooke McDermott specializes in complex estate and trust planning, estate and trust matters, and estate and gift tax controversy matters.

Brooke works with individuals and families to achieve their financial, family and charitable goals by guiding them step-by-step through the estate planning process, using a variety of wealth planning strategies aimed at accomplishing both tax and family-generational planning.

She also advises individuals, families, beneficiaries, trustees and executors with regard to probate, estate and trust administration matters, including preparation of estate tax returns, IRS audits and allocation and distribution of bequests to beneficiaries.