Brooke Mason

Brooke Mason advises high-net-worth individuals and families on sophisticated estate planning, business succession and tax matters.

In her estate planning practice, Brooke creates tailored plans based on each client’s needs. She analyzes the tax consequences of various planning strategies and structures to help clients preserve wealth across generations, while focusing on strategies to minimize estate, gift, generation-skipping, income, and property taxes. Her work also encompasses trust and estate administration, including the preparation of estate and gift tax returns.

Concentrations

• Multigenerational wealth transfer planning
• Preparation of wills, trusts, and related documents
• Trust and estate (probate) administration
• Business succession planning
• Charitable gift planning