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About me

Matt Brown is a partner with the Orange County, California law firm of Brown & Streza LLP, where he counsels business owners and philanthropists on income tax and estate tax issues that arise in the areas of business planning and charitable planning. Matt is board certified in estate planning law by the California Bar Association and is a Fellow of the American College of Trust and Estate Counsel (ACTEC – www.actec.org), a fellowship which is reserved for those estate planning attorneys considered preeminent by their peers.  ACTEC is considered to be the “Oscars®” for estate planning attorneys.  Additionally, Matt recently completed a semester as an adjunct professor of law at the University of California, Irvine School of Law, where he taught Wills & Trusts.


Matt is AV® Preeminent™ rated by Martindale-Hubbell, was named in OC Register Metro’s annual “40 Under 40” issue in 2011, and has been named a “Southern California SuperLawyers-Rising Star” or “Southern California Super Lawyer” by Los Angeles magazine every year since 2008.


Matt has been quoted twice in the Wall Street Journal, twice in the Orange County Register, and in various other publications. Matt is also a frequent speaker and author on advanced estate planning, tax, and philanthropy topics.


Matt earned his undergraduate degree in Finance from the University of California at Davis and his Juris Doctor degree, cum laude, from Southern Methodist University Dedman School of Law, where he was a member of the Southern Methodist University Law Review.


Matt lives in Ladera Ranch, California with his wife, Julie, and their four children: Michael, Ryan, Kevin, and Cassidy. The entire family attends Crossline Community Church in Laguna Hills, California.

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Practice areas

Licensed

  1. Tax: 50%
    17 years, 250 cases
  2. Estate Planning: 50%
    17 years, 300 cases

Payment

Fees:

Hourly ($525/hour), Free consultation (60 minutes)

Payment types:

Cash, Check, Credit card

Attorney endorsements

1 total 

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  • Beth Kristin Rautiola

    I have had the great pleasure of working with Matt Brown on complex estate tax and business planning projects. Matt is smart, ethical and a pleasure to work with. His talents are a rare combination of practical planning and technical understanding of the tax code.

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    Beth Rautiola Business Attorney
    Relationship: Worked together on matter

Contact info

Brown & Streza LLP

40 Pacifica
15th Floor
Irvine, CA, 92618

Resume

License
StateStatusAcquiredUpdated
CAActive200302/13/2012
TXInactive 199907/16/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Top 50 Attorneys In Orange CountyLos Angeles Magazine2016
Southern California Super LawyerThe New York Times2016
Southern California Super LawyerThe New York Times2015
OC Top Attorney (Estate Planning)OC Register Metro2014
Southern California SuperLawyers - Rising StarLos Angeles Magazine2014
Five Star Wealth ManagerOrange Coast Magazine2013
OC Top Attorney (Estate Planning)OC Register Metro2013
Southern California SuperLawyers - Rising StarLos Angeles Magazine2013
OC Top Attorney (Estate Planning)OC Register Metro2012
Five Star Wealth ManagerOrange Coast Magazine2012
Southern California SuperLawyers - Rising StarLos Angeles Magazine2012
OC Top Attorney (Estate Planning)OC Register Metro2011
40 Under 40OC Register Metro2011
Southern California SuperLawyers - Rising StarLos Angeles Magazine2011
Certified Specialist - Estate Planning, Trust and Probate LawState Bar of California2010
Southern California SuperLawyers - Rising StarLos Angeles Magazine2010
Five Star Wealth ManagerOrange Coast Magazine2010
Top-Scoring Wealth ManagersOrange Coast Magazine2010
Certified Specialist - Estate Planning, Trust and Probate LawState Bar of California2009
Southern California SuperLawyers - Rising StarLos Angeles Magazine2009
Top Ten of The Most Dependable Lawyers (Trusts & Estates)Forbes Magazine2008
Southern California SuperLawyers - Rising StarLos Angeles Magazine2008
Juris Doctor, Cum LaudeSouthern Methodist University, Dedman School of Law1999
Phi Delta Phi Legal Honor SocietyPhi Delta Phi1997
AV® Preeminent™ RatingMartindale-HubbellN/A
Work experience
TitleCompany nameDuration
Adjunt ProfessorUniversity of California, Irvine School of Law2014 - Present
PartnerBrown & Streza LLP2008 - Present
AssociateBrown & Streza LLP2002 - 2008
AssociateThompson & Knight2000 - 2002
AssociateWinstead Sechrest & Minick1999 - 2000
Associations
Association namePosition nameDuration
American College of Trust and Estate CounselFellow2014 - Present
University of California at Irvine Merage School of Business - Center for Investment and Wealth ManagementCharter Member2008 - Present
Orange County Estate Planning CouncilMember2008 - Present
Partnership for Philanthropic PlanningBoard Member; Member2003 - Present
Society of Trust and Estate Practitioners of Orange CountyFounding Board MemberN/A
Planned Giving Round Table of Orange CountyPast President; Board MemberN/A
College of the State Bar of TexasMemberN/A
Crossline Community ChurchMemberN/A
Phi Delta Phi Legal Honor SocietyMemberN/A
Society of Trust and Estate Professionals (STEP)MemberN/A
State Bar of TexasMemberN/A
Dallas Bar AssociationMemberN/A
State Bar of CaliforniaMemberN/A
American Bar AssociationMemberN/A
Kingdom AdvisorsCharter MemberN/A
Ronald Reagan Presidential Library Foundation Professional Advisory CommitteeMember2009 - 2015
Partnership for Philanthropic Planning of Orange CountyPresident2007 - 2008
Planned Giving Advisory Board - Ocean InstituteMember2003 - 2005
Publications
Publication nameTitleDate
New York University 73rd Institute on Federal Taxation, Chapter 16Converting Ordinary Income into Capital Gains Using the Early Termination of Private Trusts and Charitable Remainder Trusts2015
California Continuing Education of the Bar (CEB)Use of Life Insurance in Estate Planning - Chapter in Business Succession Planning Book2014
Leimberg Information Services, Inc.California ING Trusts: A Cautionary Tale of Your Future State Laws?2014
California State Bar Trusts and Estates QuarterlyCalifornia Income Tax Issues for Non-California Trusts - Part I2014
California State Bar Trusts and Estates QuarterlyCalifornia Income Tax Issues for Non-California Trusts - Part II2014
Wealth Management Frontier JournalEstate Tax Planning During Economic Uncertainty2013
California Continuing Education of the Bar (CEB)Captive Insurance Companies - update - Chapter in Business Succession Planning Book2012
California Continuing Education of the Bar (CEB)Nonqualified Deferred Compensation Plans, Employee Stock Ownership Plans, and Stock Options - update - Chapter in Business Succession Planning Book2012
California Continuing Education of the Bar (CEB)Split Dollar Agreements - update - Chapter in Business Succession Planning Book2012
California Continuing Education of the Bar (CEB)Nonqualified Deferred Compensation - Chapter in Business Succession Planning Book2010
California Continuing Education of the Bar (CEB)Captive Insurance Companies - Chapter in Business Succession Planning Book2009
California Continuing Education of the Bar (CEB)Split Dollar Life Insurance - Chapter in Business Succession Planning Book2009
WealthCounsel QuarterlyFat-Free Fat: Nontax Considerations for Discussing Philanthropy With Your Clients2009
Orange County Business Journal Keys to Wealth Management SupplementThe Life Cycle of the Entrepreneurial Business: Wonder, Blunder, Thunder, Plunder2008
WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven TechniquesConservation Easements – How to Give Your Land Away but Still Use It2008
Education
School nameMajorDegreeGraduated
Southern Methodist University, Dedman School of LawLawJD - Juris Doctor1999
University of California - DavisFinance/EconomicsBS - Bachelor of Science1996
Speaking engagements
Conference nameTitleDate
Society of Trust and Estate Practitioners USA: 5th Annual Institute on Tax, Estate Planning and the EconomyIntellectual Property Assets: Income Tax, Estate Tax and Philanthropic Considerations2016
The American College of Trust and Estate Counsel (ACTEC): 2015 Summer MeetingLeaving on a Jet Plane? Tax and Tax-Related Considerations for Individuals Moving Between States2015
Society of Trust and Estate Practitioners USA: 4th Annual Institute on Tax, Estate Planning and the EconomyIncomplete Gift Nongrantor Trusts: State and Federal Income Tax Considerations2015
Society of Trust and Estate Practitioners USA: 3rd Annual Institute on Tax, Estate Planning and the EconomyBuilding Flexibility Into Charitable Remainder Trusts: Income Deferral, Accelerated Gifting, and Early Termination2014
Asian Agents Conference IIIEstate Planning Risk Barometer: Does Your Client's Estate Plan Truly Protect the Family?2014
34th Annual Southern California Tax & Estate Planning ForumIncomplete Gift Nongrantor Trusts: State and Federal Income Tax Considerations2014
Notre Dame Tax and Estate Planning InstituteZero Basis Allocation to a CRT Term Interest: The Service Elevates Feigned Form Over True Substance2011
37th Annual Notre Dame Tax & Estate Planning InstituteEarly Termination of Private Trusts and Charitable Trusts: Valuation of the Interests and the Allocation of Income Tax Basis2011
WealthCounsel – The Advisors ForumUnderstanding (and Explaining) Interest-Rate-Sensitive Strategies2010
WealthCounselPlanning in a Low Interest Rate Environment2010
WealthCounsel – The Advisors ForumEstate Tax, Income Tax, and Life Insurance Planning with Charitable Lead Trusts2009
WealthCounselPlanning in a Low Interest Rate Environment2009
Hawaii Tax InstituteSpecial Insurance Planning Session: Washington Update and Trends on Tax Issues Involving Life Insurance and What Trustees Should Look For In Insurance Providers and Carriers2009
Hawaii Tax InstituteSpecial Insurance Planning Session: A Wealth Transfer Advisor’s Guide to Understanding Life Insurance in a Trust2009
Hawaii Tax InstituteSpecial Insurance Planning Session: Creating Liquidity and Sophisticated Uses of Life Insurance in Business Planning Transfers2009
Christian Legal Society: Gift Planning ConferenceEstate Freezes: The Basics and the Math2009
American Bar Association: Section of Real Property, Trust and Estate Law“Captive” Insurance Companies and Closely Held Enterprises: Income Tax and Transfer Tax Opportunities and Implications2009
15th Annual Adventist Attorney’s Association ConferenceEstate Planning: Key Considerations in Today’s Economy2009
WealthCounsel – The Advisors ForumThe Use of Captive Insurance in Estate and Business Planning2008
WealthCounsel – The Advisors ForumIncome Tax Rules Every Wealth Planner Should Know2008
Utah Captive Association Annual ConferenceThe Use of Captive Insurance Companies in Estate Planning2008
Hawaii Tax InstituteThe Use of Captive Insurance by Closely Held Enterprises: Income Tax and Transfer Tax Implications and Opportunities2008
California Society of CPAs - Financial Planning Interest GroupAdvanced Income Deferral2008
Business Enterprise Institute, Inc. – 2008 National ConferenceExit Planning and Charity2008
Institute for Christian Gift Planning CounselThe Tax Economics of Noncharitable Tax Deferral Techniques: Serious Competition for the CRT or Marketing Fluff?2006
Institute for Christian Gift Planning CounselFunding CRTs with Debt-Encumbered Assets: Hazards and Heroics2006