Bri helps individuals and families protect, preserve and transfer wealth with confidence and clarity.
Overview
She advises clients on estate planning, advanced tax and gift planning, business transactions, and probate and trust administration. With experience working alongside high-net-worth individuals, multigenerational families, and closely held businesses, Bri understands the personal and financial dynamics that shape her clients' planning goals.
Her practice includes drafting wills, trusts and powers of attorney, as well as guiding clients through advanced wealth transfer strategies and family business succession planning. She also assists with probate and trust administration, providing thoughtful counsel during what is often a challenging time. Known for her practical, and detail-oriented approach, Bri ensures that her clients' plans are both legally sound and personally meaningful.
Practices & Industries
Admissions
- California
Education
Loyola Law School, J.D., 2020
College of the Holy Cross, B.A., Philosophy and Anthropology, 2016
Languages
- Spanish
