Shaun McNaughton, J.D., M.A.
Attorney
Shaun.McNaughton@brownandstreza.com
vCard

 

 

 

Paralegal: Marcela Routh (Marcela.Routh@brownandstreza.com)

Paralegal: Marlee Miyakawa (Marlee.Miyakawa@brownandstreza.com)

Collapse All Expand All

Shaun solves estate planning problems for high-net-worth individuals, families, and business owners. Many of those problems relate to income tax, estate tax, and California property tax issues, and risk exposure. He implements advanced planning techniques that reduce these taxes and risks, thereby increasing amount passing to family and charity.

He earned undergraduate degrees (mathematics and philosophy) from the University of California, San Diego; a master’s degree in philosophy (magna cum laude) from Biola University; and his Juris Doctor, from Chapman University School of Law, where he earned an Emphasis in Taxation, completing more tax courses than any Juris Doctor candidate in the history of the law school, and receiving CALI Excellence Awards for earning the highest marks in several courses. Shaun is Board Certified in both Taxation Law and Estate Planning Law by the State Bar of California.

While in law school, the Honorable Tom Campbell, Dean of Chapman University School of Law and former U.S. Congressman, chose Shaun as his research assistant for substantial work for his law review article on the severability of statutes (“Severability of Statutes,” 62 Hastings L. J. 1495 (2011)), a legal topic that was at the forefront of the debate whether the Affordable Care Act (“Obamacare”) was constitutional. In addition, for another article with Dean Campbell, Shaun applied a branch of higher mathematics (known as “topology”) to models of competition in antitrust law.

Shaun is licensed to practice law in California and is also admitted to practice before the United States Federal Court. He lives in Newport Beach where, in his spare time, frequently can be found on a paddle board on Balboa Island or reading everything he can get his hands on: technical tax treatises and journals, analytic philosophy and theology, selected areas of physics, and economics.

Estate Planning, Income Tax Planning, Charitable Sector

  • Advanced Estate Planning and Income Tax Planning
  • California Income Tax Planning
  • Business Succession Planning
  • Charitable Planning
  • Brown & Streza LLP, Irvine, California – Senior Associate Attorney – 2017-Present
  • The Busch Firm, Irvine, California – Associate Attorney – 2016-2017
  • Harris, Greene, LLP, Newport Beach, California – Tax Consultant – 2015-2016
  • Law, Lewis & Stein, LLP, Newport Beach, California – Associate Attorney – 2012-2015
  • Juris Doctor, Chapman University Fowler School of Law - 2012
  • Masters of Arts, Philosophy, magna cum laude, Biola University - 2008
  • Bachelors of Arts, Mathematics, University of California, San Diego - 2005
  • Bachelors of Arts, Philosophy, University of California, San Diego - 2005
  • “Why Code Section 2036 Does Not Work Well with Many Family Limited Partnerships, and What Can Be Done About It,” in Estate Planning & Community Property Law Journal, 2005 (co-author)
  • 2019-2020 "Southern California SuperLawyers-Rising Star"
    • Published by Los Angeles Magazine and The Journal for Law & Politics. Only 2.5% of Southern California lawyers in Los Angeles and Orange Counties receive this presitigous honor.
  • Board Certified in Taxation Law – 10/1/2020
    • Certified Specialist in Taxation Law (California State Bar Board of Legal Specialization)
  • Board Certified in Estate Planning Law – 11/1/2018
    • Certified Specialist in Estate Planning, Trust, & Probate Law (California State Bar Board of Legal Specialization)
  • Society of Trust and Estate Practitioners USA: 9th Annual Institute on Tax, Estate Planning and the Economy, February 3-4, 2020, Newport Beach, California
    • What's in it For Me? Income Tax Planning with Irrevocable Trusts
  • The 39th Annual Tax & Estate Planning Forum, San Diego, California, October 11, 2019
    • Beyond Estate Taxes, Part 2: The Nitty-Gritty of Planning with Nongrantor Trusts
  • Prudential Irvine Office, Irvine, California, June 19, 2018
    • The Private Retirement Trust: A Benefit to Living in California Besides the Weather
  • 2018 Agents Helping Agents (AHA) Conference, Hotel Irvine, Irvine, California, March 29, 2018
    • Start the Conversation about Life Insurance in Estate Planning
  • Financial Planning Association Orange County Chapter Quarterly Meeting, Irvine, California, November 15, 2017
    • The Private Retirement Trust: A Benefit to Living in California Besides the Weather
  • California State Bar: Member
  • Orange County Bar Association; Trust & Estates Section: Member
  • Orange County Bar Association; Taxation Section: Member
  • Orange County Estate Planning Council: Member
  • CalCPA (Orange County)
  • Society of Trust and Estate Practitioners (STEP Orange County)
  • Mariner’s Church