Provided by Brown & Streza LLP
Our Estate Planning Group focuses on assisting clients with “foundational” estate planning. At its most fundamental level, this includes the preparation of a revocable living trust, wills, general durable powers of attorney, advance health care directives, and a number of other supporting estate planning documents. But Brown & Streza takes a different approach than most other firms to its foundational estate planning practice. It is an “ordinary” part of our practice that we strive to do extraordinarily well - and for good reason. For many, a person’s foundational estate plan constitutes the largest transaction of their lifetime, effectively transferring most everything they own to their loved ones or charity. For this reason, Brown & Streza takes great care in thoroughly analyzing each client’s unique circumstances, counseling clients on the pros and cons of different decision points, and drafting clear, concise documents. Our goal is to produce a result for our clients that protects their intentions and helps them to feel a sense of peace that they are providing for their loved ones and/or charity in a meaningful and productive way when they are gone.
While the estate planning industry, as a whole, has become increasingly commodified and adopted a cookie-cutter approach to planning, Brown & Streza’s estate planning practice stands out as one that takes a more thoughtful and considered approach.
Provided by Chambers
Brown & Streza LLP is recommended for its trusts & estates practice. The Irvine-based firm routinely advises ultra high-net worth clients on business succession planning, estate and trust administration, as well as tax planning, audits and appeals on both federal and state levels.
Matt Brown, the head of the firm's tax, trusts & estates group, is a key contact.