PALM BEACH COUNTY ESTATE PLANNING COUNCIL

Due to the current COVID-19 situation, the May Annual Meeting will be conducted by Zoom.  Registration is required amd closes May 18th end of business day.  You will receive a confirmation email containing information about joining the webinar prior to the virtual meeting if you register by end of day May 18th.

Catherine McDermott
Executive Director
Senior Wealth Strategist

Catherine works with ultra high net worth clients of UBS to help coordinate their investment, estate planning and philanthropic goals. Catherine focuses on developing and implementing creative and comprehensive strategies to assist clients with their complex financial needs such as preservation, transfer and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs and objectives. 

Professional History

Prior to joining UBS, Catherine practiced law in the Private Client Group at the law firm Cadwalader, Wickersham and Taft LLP in New York, focusing on the representation of international and domestic ultra high net worth individuals and families.

Education
Catherine received a B.A. from the University of Notre Dame (cum laude). She went on to earn a J.D. from Rutgers Newhouse University School of Law, where she was an editor of the Law Review.  She also earned her LL.M. (Master of Laws) in Taxation from New York University School of Law. 

Licenses and Certifications
Catherine is a member of the New York bar and a former member of the New York County Bar Association where she served as a committee member for non-profit organizations.  She is a Board Member of The Glades Academy, a public charter school in Palm Beach County, Florida.

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