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About me

David Allen Brown is the founding partner in the law firm of Brown & Streza LLP, Irvine, California. We are a boutique law firm, narrowly focused on providing legal advice in the areas of estate planning, business planning, income tax planning, and charitable planning. He attended USC and Loma Linda University before obtaining his Bachelor of Science degree and Juris Doctor degree in law from Western State University in 1974. He founded Brown & Streza in June, 1975 and serves approximately 4000 clients. He is a member of the California State Bar, Orange County Bar Association, National Association of Insurance & Financial Advisers, the Financial Planning Association, Orange County Advisors in Philanthropy, and Kingdom Advisors.


David is a Martindale-Hubbell AV® Preeminent™ Rated attorney, which is the highest rating possible. Martindale-Hubbell Peer Review Ratings are established by lawyers and judges who have personal knowledge of an individual attorney’s work and ethical standards.  David has also been included on the “Southern California Super Lawyer” list by Los Angeles Magazine for seven consecutive years – a distinction recognizing only 5% of the attorneys in Southern California (excluding San Diego).  In 2010, David was featured in Orange Coast Magazine as a “Five Star Wealth Manager” – a merit distinguishing the top 3% of wealth managers in Orange County, including CPAs, attorneys, bankers, and financial planners.


Recognized as a leading authority David has lectured on the topic of Estate Planning to Insurance Companies, Financial Planning Organizations, Estate Planning Councils and Planned Giving Roundtable meetings across the Western United States. While attending law school, he was an insurance agent and member of the Million Dollar Round Table.


David has been a firm believer in the team approach to bring the best possible service to his clients by working alongside financial planners and CPAs.


David has written articles including Tax Favored Uses of Life Insurance to Replenish Estates of Business Owners and Executives, The Insurance Law Journal, Commerce Clearing House, April 1974 and The Amendable Irrevocable Super Trust, June, 1977.

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Practice areas

Licensed

  1. Estate Planning: 48%
  2. Trusts: 47%
  3. Life Insurance: 5%

Payment

Payment types:

Cash, Check, Credit card

Attorney endorsements

2 total 

Are you an attorney? Endorse this lawyer

  • Nema Daghbandan

    I endorse this lawyer.

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    Nema Daghbandan Real estate Attorney
    Relationship: Fellow lawyer in community

  • Paula Ann Clarkson

    David is an amazing attorney. His rapport with clients is unmatchable. David truly enjoys estate planning and it shows.

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    Paula Clarkson Estate planning Attorney
    Relationship: Worked together on matter

Contact info

Brown and Streza, LLP

40 Pacifica, 15th Floor
Irvine, CA, 92618

Resume

License
StateStatusAcquiredUpdated
CAActive197405/24/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Southern California Super LawyerThe New York Times, Los Angeles Magazine, Southern California Super Lawyers Magazine2016
Southern California Super LawyerThe New York Times, Los Angeles Magazine, Southern California Super Lawyers Magazine2015
Southern California Super LawyerThe New York Times, Los Angeles Magazine, Southern California Super Lawyers Magazine2014
Southern California Super LawyerThe New York Times, Los Angeles Magazine, Southern California Super Lawyers Magazine2013
Southern California Super LawyerThe New York Times, Los Angeles Magazine, Southern California Super Lawyers Magazine2012
Southern California Super LawyerThe New York Times, Los Angeles Magazine, Southern California Super Lawyers Magazine2011
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2010
Super LawyerLos Angeles Magazine - Super Lawyers2010
Southern California Super LawyerThe New York Times, Los Angeles Magazine, Southern California Super Lawyers Magazine2010
Five Star Wealth ManagerOrange Coast Magazine2010
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2009
Top Ten of The Most Dependable Lawyers (Trusts & Estates)Forbes Magazine2008
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2008
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2007
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2006
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2005
AV Preeminent 5.0 out of 5 Peer Review RatedMartindale-Hubbell2004
Work experience
TitleCompany nameDuration
Founding PartnerBrown & Streza LLP1975 - Present
Legal CounselFidelity Mutual Life Insurance Company1974 - 1974
Associations
Association namePosition nameDuration
State Bar of CaliforniaMember1974 - Present
Saddleback Chamber of CommercePast Vice PresidentN/A
St. Margaret's School, San Juan CapistranoFinance CommitteeN/A
Orange County Advisors In PhilanthropyMemberN/A
Foundation for Saddleback CollegeFounding Board of DirectorsN/A
Forest Home Christian Retreat CenterBoard MemberN/A
Mission Community HospitalBoard MemberN/A
Forest Home FoundationBoard MemberN/A
Crown Financial MinistriesPlanned Giving Advisory BoardN/A
Coast Hills Community ChurchTrustee BoardN/A
Kingdom AdvisorsCharter MemberN/A
Partnership for Philanthropic Planning of Orange CountyMemberN/A
Financial Planning AssociationMemberN/A
Orange County Estate Planning CouncilMemberN/A
National Association of Insurance and Financial AdvisorsMemberN/A
Orange County Bar AssociationMemberN/A
"Orange County Supervisors and Mayor's Prayer Breakfast"DirectorN/A
Publications
Publication nameTitleDate
Insurance Law JournalTax Favored Uses of Life insurance to Replenish the Estates of Business Owners and Executives1974
Education
School nameMajorDegreeGraduated
Western State University College of LawLawJD - Juris Doctor1974
Western State UniversityLawBS - Bachelor of Science1971
Speaking engagements
Conference nameTitleDate
State Farm MDRT ConferenceAvoiding 6 Mistakes That Can Destroy Your Business and Your Future2015
State Farm AHA ConferenceMultiple Uses of Life Insurance in Retirement Planning2014
New York Life OfficeLife Insurance Trusts2014
Prudential Fast Start General Agency MeetingNew Tax Laws2013
New York Life Pomona Quarterly Sales MeetingLife Insurance Trusts2013
2012 MDRT State Farm Dinner and MeetingBasics & Beyond Living Trusts2013
State Farm SCMA Exotic Study GroupAvoiding the Estate Planning and Business Planning Mistakes that can Impact Your Legacy, Your Business, and Your Future2012
Prudential Financial OfficeThe Basics of Estate Planning2012
New York Life Covina Valley General OfficeAvoiding the Six Mistakes That can Destroy Your Business and Your Future2012
New York Life Client SeminarPlanning and Business Planning in Today’s Economy2012
Institute of Management Consultants Orange County ChapterHow to Hold On to Your Money: Tips for Consultants and Their Clients2012
Ronald Blue & CompanyEstate Planning Opportunities in 2011 & 20122011
Prudential Financial OfficeLife Insurance Trusts2011
Prudential Financial Office, Irvine, CABasic Estate Planning2010
Prudential Financial OfficePrivate Split Dollar and a Nevada Asset Trust, and GST2010
New York Life, Covina Valley General OfficeBasic Estate Planning2010
New York Life Covina Valley General OfficeTwo Question Approach2010
Signature Resources Office, Irvine, CABasics & Beyond Living Trusts2009
Prudential Financial webinarEstate Planning2009
New York Life, Covina Valley General OfficeLife Insurance Trusts2009
Natonal Association of Insurance and Financial AdvisorsSplit Dollar and the South Dakota Asset Protection Trust, IRA Distribution Planning2009
MetLife office, Irvine, CABasic Estate Planning2009
Liberty Capital Management Office, Santa Ana, CASplit Dollar and the South Dakota Asset Protection Trust2009
Kingdom Advisors Quarterly Luncheon MeetingChristians in Estate Planning2009
FMC Financial Group, Newport Beach, CASplit Dollar and the South Dakota Asset Protection Trust, IRA Distribution Planning, Estate Freeze Techniques2009
FMC Financial Group "All Agency Meeting"Split Dollar and the South Dakota Asset Protection Trust, IRA Distribution Planning2009
Saddleback ChurchBasics & Beyond Living Trusts2008
Financial Planning Association, Orange County ChapterLife Insurance Trusts & QPRTS2008
CalCPA Estate Planning Interest Group, Costa MesaIRA Distribution Planning2008
Prudential Financial DinnerBasics & Beyond Living Trusts2007
National Association of Insurance and Financial AdvisorsTwo Question Approach2007
Forest Home FoundationBasics & Beyond Living Trusts2007
California Society of Accounting & Tax ProfessionalsLife Insurance Trusts & QPRTs2007
California Society of Accounting & Tax ProfessionalsBasics & Beyond Living Trusts2007
State Farm webinarA Team Approach Concept: Two Question Approach2006
Financial Planning Association Orange County ChapterA Comprehensive Analysis of Alternative Estate Tax Payment Methods2006
Financial Planning Association Orange County ChapterLife Insurance Trusts2006
A Compak, Fidelity, Russell SeminarHelping You Achieve Your Financial Goals2006