Matthew G. Brown

Matthew G. Brown: Attorney with Brown & Streza, LLP AV stamp icon
Attorney Awards

Biography

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, is an adjunct professor of law at the University of California, Irvine School of Law, 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.

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.

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

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

Contact Information:
877-326-9253  Phone
(949) 453-2900  Phone
(949) 453-2916  Fax
www.brownandstreza.com
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:
2003, California; 1999, Texas
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; Routinely structure onshore and offshore captive insurance companies to provide tax-advantaged private casualty insurance to private employers and risk sharing arrangements among nonprofit organizations; 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

Peer Reviews

Irvine, California

Contact Matthew G. Brown

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