Trusting the Process: Noelle Bryce’s Journey from Georgetown to Fiduciary Excellence

In this episode of SF Commercial Property Conversations, Bruce Bean sits down with Noelle Bryce, an estate planning and asset protection attorney with Barth Calderon LLP. Noelle shares her journey from Glendora, California, to Washington, D.C., and back, and how her passion for governance and public policy led her to a career in estate planning.

They dive deep into California’s Proposition 19, its impact on property transfers, and the often-overlooked estate planning mistakes that can lead to probate court. Noelle explains how commercial property owners can protect their assets, why trusts are essential for succession planning, and how failing to title properties correctly can create legal and financial headaches.

Key Takeaways:
✅ How Proposition 19 changed property tax laws in California
✅ Why trusts don’t necessarily protect against reassessment
✅ How commercial property owners should structure ownership to avoid probate
✅ The biggest mistakes people make with estate planning and how to avoid them

If you own property—residential or commercial—this episode is packed with must-know insights to help you preserve your wealth for future generations.

---------------------------------------------------------------------------------------------------------------- We’re excited to feature your voice in the conversation about building wealth and legacies through commercial real estate. Join us to share your journey and insights with our growing audience! Learn more and apply at https://sfcommercialconversations.com/guest