Megan Acosta business and estate planning

Call Us: (949) 681 -7010

We perform estate planning for moderate to large estates in order to conserve and transfer wealth, to preserve real estate, businesses and other assets, and to fulfill the lifetime and testamentary goals of each client as we also work to reduce administrative costs and taxes.

Estate Planning

Wills and Trusts

Our estate planning services require extensive experience with wills, trusts and probate administration services for our clients in Newport Beach, Irvine and the South Coast Metro area.r

Multi-Generational & Dynasty Trusts

Successful entrepreneurs, executives and professionals accumulate wealth but often have little experience in how to manage the transfer of their wealth to their families, or turn success into lasting significance.

Family Foundations

Successful families often turn to private family foundations in order to achieve significant income and transfer tax savings.

Charitable Planning

We regularly assist clients with charitable planning, whether their intended philanthropy is part of a larger estate plan or simply a single mechanism to give back to the community and receive tax savings.

Estate & Trust Administration

A practical and efficient approach to estate and trust administration is just as important as an expert estate plan.

Irrevocable Insurance Trust and Planning

Also known as an irrevocable life insurance trust, this estate planning mechanism ensures that the face value of your life insurance policies is not included in your taxable estate.

Big Firm Sophistication & Personalized Service

The original attorneys of Acosta Business & Estate Planning split off from two well-known large law firms to form a new law firm, better positioned to handle the needs of estate planning clients — more efficient, more responsive and more specialized. Our commitment is to continue delivering the highest caliber of legal expertise while improving the quality of service and efficiency of time and costs.

We offer big-firm sophistication and expertise, but with more personalized service, and at boutique law firm rates. Let’s start the conversation – (949) 681-7010.