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About

Big Firm Sophistication

Acosta Business & Estate Planning, a professional law corporation, is a leading boutique law firm that provides big-firm sophistication and expertise and small firm personalized client service to individuals, closely held businesses and philanthropists on matters related to income, estate and gift tax, charitable and business succession planning and the administration of trusts and estates.

Located near Newport Beach, in Irvine, California, we serve clients that have personal or business ties to Southern California, but we also serve clients with diverse national and global interests.

Our estate planning services include all aspects of income, capital gains and gift and estate tax issues; tax deferral techniques; acquisition, sale and liquidity planning; asset freeze techniques; family office planning; insurance planning; trust tax planning as well as the handling of probate and trust administration matters. These services may sometimes include estate planning techniques such as family limited liability companies, grantor retained annuity trusts, intra family loans, gifting plans, sales to grantor trusts, qualified personal residence trusts, charitable remainder trusts and family foundations.

Personalized Value-Added Legal Services

Known for our personalized service and ability to synthesize complicated estate planning concepts into practical and simple transactions, our firm serves the trusts and estates and related needs of senior executives, key shareholders, entrepreneurial investors and distinguished families by providing a wide range of legal services focused on preserving and protecting their personal wealth for the benefit of their family and philanthropic interests.

We understand that excellent legal advice does not stop with finding the correct legal answer. We understand our clients’ personal situations, family dynamics and businesses and provide legal advice in the context of each client’s specific situation. We are known for our excellent technical legal skills and our ability to serve as strong business advisors.

Advice When You Need It

Acosta Business & Estate Planning is known for providing high level, direct advice and responsive communication. The attorney you hire will be your key contact. This individual is responsible for understanding your goals and providing advice and recommendations customized to achieve your or your companies’ objectives.

We are passionate about business and maintain an extensive network in the business community. We regularly tap these resources to better understand the intricacies of a wide range of industries. Regardless of the project, we bring together the necessary resources to meet the specific and individual needs of our high net worth clients through the full range of personal, family and business issues they face.