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David Allen Brown J.D.

PRO

David Allen Brown J.D.

also known as David Allen Brown

Retired

Call for a consultation (949) 386-7008
David Allen Brown J.D.'s Website
Overview Experience
Overview Experience

About David

Awards

AV Preeminent Peer Review Rating

AV Preeminent Peer Review Rating

AV Preeminent Peer Review Rating

An elite group of attorneys who have been rated highly by their peers as having Very High Ethical Standards and an A grade (4.5 or higher).

This is the highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Licenses

Licensed in California for 51 years

State: California

Acquired: 1974

Retired

No misconduct found

Online Presence

Other places you can find David online.

Experience

Avvo does not rate this lawyer because he or she is retired.

Honors

2021

Super Lawyer, Super Lawyers

2020

Super Lawyer, Super Lawyers

2020

Southern California Super Lawyer, Super Lawyers

2019

Super Lawyer, Super Lawyers

2019

Southern California Super Lawyer, Super Lawyers

2018

Super Lawyer, Super Lawyers

2018

Southern California Super Lawyer, Super Lawyers

2017

Southern California Super Lawyer, Super Lawyers

2017

Super Lawyer, Super Lawyers

2016

Southern California Super Lawyer, Super Lawyers

2016

Super Lawyer, Super Lawyers

2015

Southern California Super Lawyer, Super Lawyers

2015

Super Lawyer, Super Lawyers

2014

Southern California Super Lawyer, Super Lawyers

2014

Super Lawyer, Super Lawyers

2013

Southern California Super Lawyer, Super Lawyers

2013

Super Lawyer, Super Lawyers

2012

Southern California Super Lawyer, Super Lawyers

2012

Super Lawyer, Super Lawyers

2011

Southern California Super Lawyer, Super Lawyers

2011

Super Lawyer, Super Lawyers

2010

Southern California Super Lawyer, Super Lawyers

2010

Southern California Super Lawyer, Super Lawyers

2010

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2010

Super Lawyer, Super Lawyers

2010

Five Star Wealth Manager, Orange Coast Magazine

2009

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2008

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2008

Top Ten of The Most Dependable Lawyers (Trusts & Estates), Forbes Magazine

2007

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2006

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2005

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2004

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

N/A

AV Preeminent Rated, Martindale-Hubbell

Work Experience

1975 - Present

Founding Partner, Brown & Streza LLP

1900 - Present

Founder, Brown & Streza, LLP

1974 - 1974

Legal Counsel, Fidelity Mutual Life Insurance Company

Associations

1974 - Present

State Bar of California

Member

Crown Financial Ministries

Planned Giving Advisory Board

"Orange County Supervisors and Mayor's Prayer Breakfast"

Director

Saddleback Chamber of Commerce

Past Vice President

St. Margaret's School, San Juan Capistrano

Finance Committee

Orange County Advisors In Philanthropy

Member

Foundation for Saddleback College

Founding Board of Directors

Forest Home Christian Retreat Center

Board Member

Mission Community Hospital

Board Member

Forest Home Foundation

Board Member

Coast Hills Community Church

Trustee Board

Kingdom Advisors

Charter Member

Partnership for Philanthropic Planning of Orange County

Member

Financial Planning Association

Member

Orange County Estate Planning Council

Member

National Association of Insurance and Financial Advisors

Member

Orange County Bar Association

Member

Education

1974

Western State University, School of Law

JD - Juris Doctor

1972

Western State University

BS

1971

Western State University

BS - Bachelor of Science

Speaking Engagements

2018

Agents Helping Agents (AHA) Conference

Start the Conversation about Life Insurance in Estate Planning

2015

State Farm MDRT Conference

Avoiding 6 Mistakes That Can Destroy Your Business and Your Future

2014

State Farm AHA Conference

Multiple Uses of Life Insurance in Retirement Planning

2014

New York Life Office

Life Insurance Trusts

2013

Prudential Fast Start General Agency Meeting

New Tax Laws

2013

New York Life Pomona Quarterly Sales Meeting

Life Insurance Trusts

2013

2012 MDRT State Farm Dinner and Meeting

Basics & Beyond Living Trusts

2012

State Farm SCMA Exotic Study Group

Avoiding the Estate Planning and Business Planning Mistakes that can Impact Your Legacy, Your Business, and Your Future

2012

Prudential Financial Office

The Basics of Estate Planning

2012

New York Life Covina Valley General Office

Avoiding the Six Mistakes That can Destroy Your Business and Your Future

2012

New York Life Client Seminar

Planning and Business Planning in Today’s Economy

2012

Institute of Management Consultants Orange County Chapter

How to Hold On to Your Money: Tips for Consultants and Their Clients

2011

Ronald Blue & Company

Estate Planning Opportunities in 2011 & 2012

2011

Prudential Financial Office

Life Insurance Trusts

2010

Prudential Financial Office, Irvine, CA

Basic Estate Planning

2010

Prudential Financial Office

Private Split Dollar and a Nevada Asset Trust, and GST

2010

New York Life, Covina Valley General Office

Basic Estate Planning

2010

New York Life Covina Valley General Office

Two Question Approach

2009

Signature Resources Office, Irvine, CA

Basics & Beyond Living Trusts

2009

Prudential Financial webinar

Estate Planning

2009

New York Life, Covina Valley General Office

Life Insurance Trusts

2009

Natonal Association of Insurance and Financial Advisors

Split Dollar and the South Dakota Asset Protection Trust, IRA Distribution Planning

2009

MetLife office, Irvine, CA

Basic Estate Planning

2009

Liberty Capital Management Office, Santa Ana, CA

Split Dollar and the South Dakota Asset Protection Trust

2009

Kingdom Advisors Quarterly Luncheon Meeting

Christians in Estate Planning

2009

FMC Financial Group, Newport Beach, CA

Split Dollar and the South Dakota Asset Protection Trust, IRA Distribution Planning, Estate Freeze Techniques

2009

FMC Financial Group "All Agency Meeting"

Split Dollar and the South Dakota Asset Protection Trust, IRA Distribution Planning

2008

Saddleback Church

Basics & Beyond Living Trusts

2008

Financial Planning Association, Orange County Chapter

Life Insurance Trusts & QPRTS

2008

CalCPA Estate Planning Interest Group, Costa Mesa

IRA Distribution Planning

2007

Prudential Financial Dinner

Basics & Beyond Living Trusts

2007

National Association of Insurance and Financial Advisors

Two Question Approach

2007

Forest Home Foundation

Basics & Beyond Living Trusts

2007

California Society of Accounting & Tax Professionals

Life Insurance Trusts & QPRTs

2007

California Society of Accounting & Tax Professionals

Basics & Beyond Living Trusts

2006

State Farm webinar

A Team Approach Concept: Two Question Approach

2006

Financial Planning Association Orange County Chapter

A Comprehensive Analysis of Alternative Estate Tax Payment Methods

2006

Financial Planning Association Orange County Chapter

Life Insurance Trusts

2006

A Compak, Fidelity, Russell Seminar

Helping You Achieve Your Financial Goals

Publications

1974

Insurance Law Journal Tax Favored Uses of Life insurance to Replenish the Estates of Business Owners and Executives

Languages

English

Avvo Rating

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