Megan Acosta image

Megan S. Acosta
2030 Main Street
Suite 1600
Irvine, CA 92614

Megan S. Acosta Esq. is a Certified Legal Specialist in Estate Planning, Trust & Probate Law with the State Bar of California Board of Legal Specialization and focuses her practice on income, estate and gift tax and business succession planning for individuals and closely held businesses, and in the administration of estates and trusts. Ms. Acosta also has extensive experience in the areas of charitable giving and tax exempt organizations. Among her principal clients are high net worth individuals and families, family offices, philanthropists and tax-exempt organizations.

Ms. Acosta’s estate planning experience includes 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 probate and trust administration matters. Many of her clients engage in 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.

Ms. Acosta experience also includes advising a variety of Section 501(c)(3) public charities and private foundations on issues including entity formation, tax exemption applications, operations in foreign countries and international grant-making, federal tax law compliance and charitable solicitations.

Prior to opening her office, Ms. Acosta practiced estate planning at the Orange County offices of two leading international law firms, Paul Hastings LLP and Bryan Cave LLP.

Ms. Acosta, born and raised in Orange County, currently resides in Newport Beach with her husband and two daughters.

AWARDS AND ACCOLADES

  • Southern California Rising Stars,” Super Lawyers® (2016, 2015, 2014, 2013)
  • Recipient of The State Bar of California’s Wiley W. Manuel Certificate for Pro Bono Legal Excellence (2009-2012)
  • Recipient of the Scott H. Racine Excellence in Tax Award (2008)
  • Recipient of the Darling Foundation Scholarship (2008)
  • Recipient of the John Purfield Scholarship (2008)
  • Earned CALI awards for the highest grade in eight law school courses

SPEAKING ENGAGEMENTS & PUBLICATIONS

 Various seminars and speaking engagements for clients and professionals including:
  • National Business Institute, Advanced Estate Planning
  • “Drafting and Designing Revocable Trusts in California”, a State Bar of California CLE approved course
  • “The Impact of the 2010 Tax Relief Act on Charitable Giving” published in Taxation of Exempts (September/October 2011)

PROFESSIONAL & PHILANTHROPIC MEMBERSHIPS

  • Member, U.S. District Court, Central California
  • Member, American Bar Association
  • Member, Trusts & Estates Section of the California Bar Association
  • Member, Orange County Bar Association
  • Chair Elect and Member, Hoag Hospital Foundation Planned Giving Advisory Committee

ADMISSIONS & SPECIALIZATIONS

  • State Bar of California
  • State Bar of California Board of Legal Specialization – Certified Legal Specialist in Estate Planning, Trust & Probate Law

EDUCATION

  • University of California at Berkeley, B.A.
  • Pepperdine University School of Law, J.D. (magna cum laude and Order of the Coif)
      1. – Law Clerk, Pepperdine University Center for Estate and Gift Planning
      1. – Associate Editor, Pepperdine Law Review