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X-WR-CALDESC:Events for Brown | Streza
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DTSTART;TZID=UTC:20250812T113000
DTEND;TZID=UTC:20250812T130000
DTSTAMP:20260419T100940
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 *Phone *Organization *		\n			Title hear Phone\n			\n		\n		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
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DTSTART;TZID=UTC:20250821T120000
DTEND;TZID=UTC:20250821T133000
DTSTAMP:20260419T100940
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
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