Overview
Brianna Mooty advises tax-exempt organizations on their governance, operations and tax-compliance. She regularly helps private foundations navigate the complex excise tax rules that impact their grantmaking, investments, and other financial activities. Brianna also helps families carry out their charitable goals through planned gifts, charitable trusts, private foundations and other giving opportunities.
Prior Experience
Brianna has extensive experience working with individuals on estate, trust, tax and philanthropic planning. Most recently, Brianna served as a senior estate planning, trust and legal consultant at a single-family office in Saint Paul, Minnesota. In that capacity, she strategized and implemented legal and philanthropic solutions for individual and private foundation clients. Brianna worked across departments and collaborated with internal financial advisors, accountants and trust administrators to develop those plans. Prior to that role, she served at another financial firm in Edina, Minnesota as director of estate and charitable planning.
Brianna also served as an attorney at a Minneapolis-based law firm in their trust, estate and charitable planning department, where she drafted and implemented complex and tax-advantageous estate planning strategies.
Personal Interests
Brianna is a fitness enthusiast and enjoys traveling, yoga and scuba diving in her free time.
Related Legal Services
Credentials
Bar Admissions
Minnesota
Education
The American College of Financial Service
Chartered Advisor of Philanthropy (2016)
New York University School of Law
LL.M. in Taxation (2012)
University of Minnesota Law School
J.D. magna cum laude (2010)
Hamline University
B.A. in Latin American Studies and Social Justice, summa cum laude (2006)
Insights & Events
Honors
- Faegre Drinker — Pro Bono Honor Roll, 2023
No aspect of these recognitions has been approved by the highest court of any state.