Mr. Matthew Gordon Brown

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Mr. Matthew Gordon Brown: Attorney with Brown & Streza, LLP
Attorney Awards
  • Martindale-Hubbell Peer AV Preeminent Rating
About Attorney Awards

Biography

Matt Brown is a partner with the Orange County, California law firm of Brown & Streza LLP. Matt heads the firm’s Tax, Trusts, & Estates Group and its Ultra-High-Net-Worth subgroup. He represents business owners and philanthropists in personal planning, business succession planning, and charitable planning. Matt is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a former adjunct professor of law at University of California, Irvine School of Law.

Matt is a Certified Specialist in Estate Planning, Trust & Probate Law by the California State Bar Board of Legal Specialization and has been included in the Top 50: Orange County Super Lawyers list every year since 2016.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 a published author on advanced estate planning, business succession, tax and philanthropy topics.

Matt earned his undergraduate degree in Agricultural and Managerial Economics 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.



(Certified Specialist, Estate Planning, Trust & Probate Law, The State Bar of California Board of Legal Specialization)
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Areas of Practice (16)

  • Nonprofit and Charitable Organizations
  • Tax Exempt Organizations
  • Nonprofit Organizations Law
  • Nonprofit Tax Law
  • Charitable Giving
  • Private Foundations
  • Public Charities
  • Charitable Trusts and Foundations
  • Religious Corporation Tax
  • Religious Nonprofit Corporation Law
  • Estate Planning
  • Living Trusts
  • Estate Tax Controversy
  • Estate Freeze Techniques
  • Entity Planning
  • Asset Protection Planning

Education & Credentials

University Attended:
University of California at Davis, B.S., 1996
Law School Attended:
Southern Methodist University, J.D., cum laude, 1999
Year of First Admission:
1999
Admission:
1999, Texas; 2003, California
Memberships:
American Bar Association (Member); California Bar Association (Member); Texas Bar Association (Inactive); College of the State Bar of Texas (Member)
Languages:
English
Certifications:
Certified Specialist, Estate Planning, Trust & Probate Law, The State Bar of California Board of Legal Specialization
ISLN:
914376475
Transactions:
Structured $100 Million gift of closely held stock to charitable remainder trust to defer taxation on sale proceeds from $205 Million business sale; Structured $200 Million gift of closely held stock to a private foundation, successfully avoiding excess business holdings challenges; Structured tax-deferred $100 Million business sale by implementing complex multi-tiered partnership structure; Converted for-profit nursing home into nonprofit corporation using tax-exempt housing bonds; Created multi-tiered partnership holding company structure designed to split royalty income of a renowned author among the author, a charitable remainder trust, and a supporting organization while avoiding assignment of income issues; Converted $12 Million S-Corporation into nonprofit publishing company, avoiding liquidation tax, minimizing UBIT during conversion period, and ultimately eliminating UBIT entirely; Converted $32 Million C-Corporation into nonprofit publishing company, avoiding liquidation tax and ultimately eliminating all corporate level taxes; Structured private foundation's investment in foreign for-profit bank designed to provide microenterprise lending to the poor as a program-related-investment instead of a taxable expenditure or jeopardizing investment; Structured supporting organization designed to secure government financing for renovation of distressed housing with profits going to local charities; Created supporting organization subsidiary of a national community foundation to accept and direct international gifts; Created supporting organization subsidiary of a national community foundation to accept and direct gifts of real property

Payment Information

Other Information
Free initial consultation

Peer Reviews

5.0/5.0 (16 reviews)
Martindale-Hubbell® AV Preeminent Rating Badge

  • Legal Knowledge

    4.9/5.0

  • Analytical Capability

    4.9/5.0

  • Judgment

    4.9/5.0

  • Communication

    5.0/5.0

  • Legal Experience

    5.0/5.0

  • 5.0/5.0 Rated by a Partner on 03/29/12 in Taxation

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  • 5.0/5.0 Rated by a Partner on 03/12/12 in Trusts and Estates

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  • 5.0/5.0 Rated by a Member on 02/29/12 in Estate Planning

    He is at the top of his field in this area particlarly as it involves high net worth individuals.

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  • 5.0/5.0 Rated by a Associate on 02/25/12 in Trusts and Estates

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  • 5.0/5.0 Rated by a Sole Practitioner on 02/25/12 in Estate Planning

    Matt Brown is an extremely capable resource for both clients and colleagues. He is a leader within the profession, sharing expertise both privately and as an instructor for continuing education programs.

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  • 5.0/5.0 Rated by a Managing Partner on 02/20/12 in Estate Planning

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  • 5.0/5.0 Rated by a Principal on 02/17/12 in Estate Planning

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  • 5.0/5.0 Rated by a Partner on 02/09/12 in Estate Planning

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  • 5.0/5.0 Rated by a Partner on 02/09/12 in Estate Planning

    He is AV qualified, well respected, and becoming a nationally known expert. I have no doubts about his qualifications, ethics, or knowledge.

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  • 5.0/5.0 Rated by a Partner on 02/09/12 in Estate Planning

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Client Reviews Write a Review

Location

Video Call Options

  • Zoom

Contact Mr. Matthew Gordon Brown

Contact Information:

949-570-9339  Phone

949-453-2916  Fax

www.brownandstreza.com

www.brownandstreza.com

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