Heather Coleman Brooks advises businesses, families, and individuals on complex legal and strategic matters involving business planning, succession, and wealth preservation. She serves as Chair of the Estate Planning and Probate Practice Group.
Her approach is grounded in providing clarity and confidence during pivotal moments. “In life, in family, and in business, there is no greater gift we can give clients than peace of mind,” Heather says. “Clients often come to us when they are facing important decisions, whether starting or selling a business, planning for the transfer of wealth, or preparing for the unexpected.”
Heather serves as a trusted advisor to business owners and families, helping them evaluate options, manage risk, and implement thoughtful long-term strategies.
Her business practice includes advising companies at all stages, from formation and entity selection to ongoing operations, governance, and the purchase and sale of closely held businesses. She works closely with owners and leadership teams to structure transactions, negotiate key terms, and position their businesses for continued growth and successful transition.
In her estate planning practice, Heather develops customized and tax-efficient plans tailored to each client’s goals. She advises individuals and families on wealth transfer, asset protection, fiduciary planning, and incapacity planning, helping ensure that both assets and intentions are preserved across generations.
Drawing from her background in a family of small business owners, Heather brings practical insight to her work and understands that long-term success depends on careful planning, clear decision-making, and disciplined execution.
GOOGLE REVIEWS:
“We had a completely positive experience with Heather Coleman Brooks. She was readily available whenever we had questions and she was very personable. She had an answer for every question we asked based upon both experience and a thorough knowledge of the law. We couldn’t be happier and we will continue to call upon her expertise in the future!” – KyPop
