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About Brooke
Biography
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.
Practice Areas
2
Practice Areas
Estate Planning
50%
Tax
50%
Fees and Rates
Licenses
Licensed in California for 16 years
State: California
Acquired: 2009
No misconduct found
Licensed in Florida for 18 years
State: Florida
Acquired: 2007
No misconduct found
Location
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Experience
Honors
2026
Certified Specialist - Estate Planning, Probate, and Trust Law, State Bar of California
Associations
2012 - 2014
Santa Barbara County Bar Association, Probate SectionPast Chair
Education
2008
University of Miami School of Law
LL.M - Master of Laws
2007
Suffolk University Law School
JD - Juris Doctor
2003
University of Connecticut
BA - Bachelor of Arts