Ms. Brooke Mason

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Biography

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

Experience

Internships

• Volunteer Tax Attorney, University of Denver Sturm College of Law, Low Income Taxpayer Clinic, 2024

• Legal Extern, IRS Office of Chief Counsel, Strategic Litigation Division, 2023

• Law Clerk, Air Force Court of Criminal Appeals – Joint Base Andrews, 2021

Areas of Practice (1)

  • Private Wealth Services

Education & Credentials

University Attended:
University of Central Florida, B.S., magna cum laude; Editor, Undergraduate Law Journal, 2020
Law School Attended:
University of Denver Sturm College of Law, LL.M., Taxation, 2024; Emory University School of Law, J.D., cum laude; Certificate in Transactional Law; Emory Moot Court Society, Coach and Competitor- Kaufman Securities Team, 2023
Year of First Admission:
2023
Admission:
2023, Utah; 2024, Colorado; Florida; 2024, Wyoming
ISLN:
1001385720

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