Brianna M. Mooty

Associate
Brianna M. Mooty Image
Direct: 612.632.3418

Support Staff

Karen Zimmerman
Direct: 612.632.3387

Brianna Mooty collaborates with clients and their advisors to build lasting solutions for their estate, charitable, and tax planning needs. Brianna’s practice centers on understanding the unique circumstances and requirements of each client to craft a holistic strategy that satisfies their legal, financial, and tax-related needs.

Brianna understands the difficulties her clients face—deciding what (and how much) to leave for the next generation, what to do after the passing of a loved one, or what kind of legacy to leave behind. These are challenging questions for any individual or family to answer; resolving them requires not only legal expertise, but also empathy and compassion. For Brianna, the measure of success is her clients’ peace of mind.

Brianna also remains connected with her community, serving as a volunteer attorney for the Minnesota AIDS Project, the Immigrant Law Center, and the Advocates for Human Rights. Regardless of where her efforts are directed, Brianna deeply values the opportunity to connect with her clients and hear their stories.

Experience

  • Advising families on U.S. and international estate planning needs
  • Preparation of estate planning documents
  • Assisting families and individuals with charitable planning
  • Preparation of giving plans and planned giving vehicles
  • Probate, estate, and trust administration
  • Gift, estate, and generation-skipping tax planning
  • Fiduciary tax planning
  • International tax planning
  • Tax controversies and audits
  • Preparation of estate, gift, and fiduciary tax returns
  • Business succession planning
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