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X-WR-CALDESC:Events for Brown | Streza
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DTSTART;TZID=UTC:20250520T113000
DTEND;TZID=UTC:20250520T130000
DTSTAMP:20260419T200437
CREATED:20250423T163701Z
LAST-MODIFIED:20250423T163907Z
UID:6160-1747740600-1747746000@www.brownandstreza.com
SUMMARY:Basics and Beyond Living Trusts
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE and CPE credit \nWe invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth\, minimize tax exposure\, and plan for long-term family well-being. \nWhat We’ll Cover: \n\nCurrent Estate & Gift Tax laws: what’s changing and what it means for your clients\nPlanning for what happens in the event of incapacity\nAvoiding probate\, legal delays\, and unnecessary costs\nCreating smooth transitions and promoting family harmony\nEnsuring prudent management of property\nProtecting from creditors\, predators\, taxes\, and waste\nEngaging the next generation in legacy and wealth stewardship\n\n  \nJoin Us at 100 Spectrum Center Drive\, 12th Floor* at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm. \n*Located at a neighboring building while Brown & Streza is under construction \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *		\n			this Name Job\n			\n		\n		Phone Number *Organization *Job Title *How did you hear about this event?  *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/basics-and-beyond-living-trusts/
LOCATION:100 Spectrum\, 12th Floor\, 100 Spectrum\, 12th Floor\, Irvine\, United States
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/04/New-Branding-Webinar-LI-graphics-30.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250611T120000
DTEND;TZID=UTC:20250611T131500
DTSTAMP:20260419T200437
CREATED:20250407T225530Z
LAST-MODIFIED:20250528T154548Z
UID:6162-1749643200-1749647700@www.brownandstreza.com
SUMMARY:Trump 2.0: A Mid-Year Report and Important Legal Updates
DESCRIPTION:Earn 1.0 hour of CLE credit \nJoin us for an in-depth update on the Trump administration’s education policies and legal decisions impacting schools\, higher education\, and religious liberty. \n\nWe will review and provide an update on the Trump administration’s progress in implementing its education priorities…\n\nreturning education policymaking and decisions to the states\nenforcing the definition of sex as biological “male” and “female” in Title IX\nholding schools accountable in the application of Title VI\nreshaping institutions of higher education\, highlighting the events taking place at Harvard and Columbia and the proposed plan to raise taxes on university endowments\n\n\nWe will also provide updates and outcomes in recent school and employment legal decisions that may have religious liberty implications.\n\n  \nWe hope you will join us on June 11th! RSVP here.  \n  \nPresented by: Heather A. Lachenauer\, J.D.\, M.A. \nModerated by: John C. Peiffer II\, J.D.\, A.M. \n  \nEvent Timeline:  \n\n12:00 pm – 1:00 pm Presentation\n1:00 pm – 1:15 pm Optional Q&A
URL:https://www.brownandstreza.com/event/trump-2-0-mid-year-report/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/04/New-Branding-Webinar-LI-graphics-29.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250812T113000
DTEND;TZID=UTC:20250812T130000
DTSTAMP:20260419T200437
CREATED:20250520T151034Z
LAST-MODIFIED:20250710T180817Z
UID:6236-1754998200-1755003600@www.brownandstreza.com
SUMMARY:“Not-Too-Basic” Basic Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE and CPE credit \nJoin us for an in-depth presentation on Foundational Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families: Why it Requires More Than Just the Basics. \nThis presentation will explore how foundational estate planning—covering essentials like powers of attorney\, health care directives\, wills\, and living trusts—can become significantly more complex for high-net-worth and ultra-high-net-worth families. You’ll learn about the unique strategies and considerations required to address their needs effectively. \nKey topics include: \n\nhow to create a robust\, flexible trust structure that can evolve with time while preserving the core objectives of the plan;\nthe usefulness of incorporating a “directed trustee” structure with an “investment” trustee or “distribution” trustee;\nbest practices for protecting future beneficiaries from becoming “trust fund babies;”\nintegration of irrevocable trusts that are often already in place\, or will be put in place in the future\, including the establishment and exercise of “powers of appointment;”\nand more!\n\n  \nJoin Us at 100 Spectrum Center Drive\, 12th Floor* at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm. \n*Located at a neighboring building while Brown & Streza is under construction \n  \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *		\n			for did about\n			\n		\n		Phone *Organization *Job Title *How did you hear about this event? *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/not-too-basic-basic-estate-planning-for-high-net-worth-and-ultra-high-net-worth-families/
LOCATION:100 Spectrum Center Drive\, 12th Floor\, 100 Spectrum Center Drive\, 12th Floor\, Irvine\, California\, 92618
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/05/New-Branding-Webinar-LI-graphics-40.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250821T120000
DTEND;TZID=UTC:20250821T133000
DTSTAMP:20260419T200437
CREATED:20250710T172353Z
LAST-MODIFIED:20250806T154353Z
UID:6425-1755777600-1755783000@www.brownandstreza.com
SUMMARY:Models of Church Growth: Mergers & Acquisitions
DESCRIPTION:Offering 1.0 hour of CLE credit.  \nAs more churches are considering mergers\, acquisitions\, and affiliation arrangements with other churches\, legal counsel must navigate increasingly complex tax\, governance\, and structural issues. \nJoin Brown & Streza partners Casey S. Hale and John C. Peiffer for a legal deep-dive into the transactional frameworks that churches are using to grow. This presentation explores: \n\nStructures for church mergers and acquisitions\nChurch affiliation arrangements\nLegal and tax considerations\n\n  \nThis is a valuable resource for attorneys and accountants advising churches\, schools\, and faith-based nonprofits. We invite you to RSVP here.  \n  \nPresented by: John C. Peiffer II\, J.D.\, A.M. and Casey S. Hale \nEvent Timeline:  \n\n12:00 pm – 1:00 pm Presentation\n1:00 pm – 1:30 pm Optional Q&A and Case Studies
URL:https://www.brownandstreza.com/event/models-of-church-growth-mergers-acquisitions/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/07/New-Branding-Webinar-LI-graphics-42.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20251112T120000
DTEND;TZID=UTC:20251112T131500
DTSTAMP:20260419T200437
CREATED:20250710T181953Z
LAST-MODIFIED:20250710T182625Z
UID:6444-1762948800-1762953300@www.brownandstreza.com
SUMMARY:Philanthropic Strategies for Successful Families
DESCRIPTION:You may be familiar with the statement “Charity begins at home\,” but the complete proverb actually says “Charity begins at home\, but should not end there.” This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals. \nOverview of Philanthropy Vehicles \n\n\n\nPrivate Foundations\nDonor Advised Funds\nType 1 Supporting Organizations\n\n\n\n  \nAssessment \n\n\n\nTax Efficiency\nLegal/Compliance Issues\nControl\nDonor Privacy\n\n\n\n  \nWe invited you to RSVP here.  \n  \nPresented by: John C. Peiffer II\, J.D.\, A.M. and Casey S. Hale \nEvent Timeline:  \n\n12:00 pm – 1:00 pm Presentation\n1:00 pm – 1:15 pm Optional Q&A
URL:https://www.brownandstreza.com/event/philanthropic-strategies-for-successful-families-2/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/07/New-Branding-Webinar-LI-graphics-45.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20251210T120000
DTEND;TZID=UTC:20251210T131500
DTSTAMP:20260419T200437
CREATED:20250710T173058Z
LAST-MODIFIED:20251118T223533Z
UID:6431-1765368000-1765372500@www.brownandstreza.com
SUMMARY:Trump 2.0: Year-End Report in Education Priorities and Important Legal Updates
DESCRIPTION:Join us for an in-depth year-end update on the Trump administration’s education policies and legal decisions impacting schools\, higher education\, and religious liberty. \nWe will review and provide an update on the Trump administration’s progress in implementing its education priorities… \n\nreturning education policymaking and decisions to the states\nreconfiguring the U.S. Department of Education\nreshaping institutions of higher education\n\nWe will also provide updates and outcomes in recent legal decisions involving schools and institutions of higher education that may have religious liberty implications. \nRSVP here \n  \nPresented by: Heather A. Lachenauer\, J.D.\, M.A. \nModerated by: John C. Peiffer II\, J.D.\, A.M. \n  \nEvent Timeline:  \n\n12:00 pm – 1:00 pm Presentation\n1:00 pm – 1:15 pm Optional Q&A
URL:https://www.brownandstreza.com/event/trump-2-0-the-new-administrations-education-priorities-and-an-update-on-important-legal-cases-for-schools-part-4/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/jpeg:https://www.brownandstreza.com/wp-content/uploads/2025/07/New-Branding-Webinar-LI-graphics-43.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260326T120000
DTEND;TZID=UTC:20260326T131500
DTSTAMP:20260419T200437
CREATED:20260310T234320Z
LAST-MODIFIED:20260310T234320Z
UID:6809-1774526400-1774530900@www.brownandstreza.com
SUMMARY:Forming & Operating a Private Foundation: How to Avoid the Landmines and Enjoy Your Philanthropic Work
DESCRIPTION:This presentation will discuss the most common mistakes private foundations make. \nRegister via Zoom \nWhile there are stringent rules governing private foundations\, forming and operating a private foundation need not be complex or dangerous. Understanding the rules applicable to private foundations will minimize the risk of noncompliance and help ensure operating the foundation remains a fulfilling endeavor. \nThis presentation will discuss the most common mistakes private foundations make. Stepping on these landmines can expose a foundation and its managers to excise taxes and distract the foundation from its primary mission. You will learn: \n\nThe problem areas start-up private foundations must avoid\nThe key differences between a trust-form and a corporate-form private foundation\nHow to avoid common self-dealing violations\nMethods to make qualifying distributions beyond merely making grants\n\n  \nSpeaker: Casey S. Hale and  Alexander “Zan” Schindler
URL:https://www.brownandstreza.com/event/forming-operating-a-private-foundation-how-to-avoid-the-landmines-and-enjoy-your-philanthropic-work-march26/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/webp:https://www.brownandstreza.com/wp-content/uploads/2024/08/Forming-Operating-a-Private-Foundation.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260430T120000
DTEND;TZID=UTC:20260430T131500
DTSTAMP:20260419T200437
CREATED:20260407T212222Z
LAST-MODIFIED:20260407T212222Z
UID:6884-1777550400-1777554900@www.brownandstreza.com
SUMMARY:Nonprofit Legal Issues That May Not Keep You Up At Night\, But Should
DESCRIPTION:Register via Zoom \nMany faith-based nonprofits focus on the obvious legal requirements\, but it’s often the overlooked issues that create the greatest risk. In this insightful webinar\, our presenters explore the “middle-of-the-night” legal questions that faith-based nonprofit leaders should be asking but often aren’t. From governance and fundraising compliance to volunteer liability and insurance gaps\, this session will help you proactively identify and address critical legal blind spots before they become costly problems. \n• Identify common but overlooked legal risks that can impact nonprofit operations and compliance\n• Understand best practices for governance\, fundraising registration\, and donor restrictions\n• Learn how to mitigate liability related to volunteers\, interns\, and insurance coverage gaps \nSpeaker: Casey S. Hale and John C. Peiffer II\, J.D.\, A.M.
URL:https://www.brownandstreza.com/event/nonprofit-legal-issues/
LOCATION:Virtual via Zoom
ATTACH;FMTTYPE=image/png:https://www.brownandstreza.com/wp-content/uploads/2026/04/New-Branding-Webinar-LI-graphics-12.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260513T113000
DTEND;TZID=UTC:20260513T130000
DTSTAMP:20260419T200437
CREATED:20260409T180120Z
LAST-MODIFIED:20260409T180145Z
UID:6893-1778671800-1778677200@www.brownandstreza.com
SUMMARY:Basics and Beyond Living Trusts In-Person Presentation
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE credit \nWe invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth\, minimize tax exposure\, and plan for long-term family well-being. \nWhat We’ll Cover: \n\nCurrent Estate & Gift Tax laws: what’s changing and what it means for your clients\nPlanning for what happens in the event of incapacity\nAvoiding probate\, legal delays\, and unnecessary costs\nCreating smooth transitions and promoting family harmony\nEnsuring prudent management of property\nProtecting from creditors\, predators\, taxes\, and waste\nEngaging the next generation in legacy and wealth stewardship\n\n  \nJoin Us at our office at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm. \n  \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Phone *		\n			the did Questions\n			\n		\n		Organization *Job Title *How did you hear about this event? *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/basics-and-beyond-living-trusts-2/
LOCATION:Brown & Streza\, LLP\, 40 Pacifica\, 15th Floor\, Irvine\, CA\, 92618\, United States
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