What We Do

 
Icon2.png
 

Our Services

With every stage of life comes new opportunities. Whether it's the birth of a child or a new company, we are ready to grow with you and advise you every step of the way on how to best protect and transfer your wealth. Our comprehensive yet easily digested planning process will help you safeguard your family, business, real estate, and other assets.

  • Revocable Estate Planning (Wills, Revocable Trusts, Durable Powers of Attorney, Advance Health Directives, HIPAA Waivers, General Assignments)

  • Separate Property Planning

  • Estate, Gift and GST Tax Planning

  • Property Tax Planning

  • Gift and Estate Tax Returns (IRS Forms 709 & 706)

  • Irrevocable Non-Grantor Trusts

  • Irrevocable Intentionally Defective Grantor Trusts, aka IDGTs

  • Sales to IDGTs

  • Grantor Retained Annuity Trusts, aka GRATs

  • Qualified Personal Residence Trusts, aka QPRTs

  • Limited Liability Company Planning

  • Intrafamily Loans

  • Grandchildren’s Trusts

  • Multi-Generational & Dynasty Trusts

  • Irrevocable Insurance Trust Planning

  • Charitable Planning (Charitable Trusts, aka CRUTs, Family Foundations and Donor Advised Funds)

  • Trust & Estate Administration

  • Probate Administration

3Asset 59@2x.png

Emerging Executives and Their Families

For those who are building their wealth and want peace of mind and flexibility for their future planning - we offer revocable estate planning for individuals and families. A revocable trust is the first step in sound estate planning, and as your wealth grows, we will be here to help you preserve it for your children, future generations and all of your philanthropic goals. For families with young children, we provide comforting advice related to protecting them through the nomination of guardians and building trusts tailored to meet each child’s unique needs. 

  • Revocable Estate Planning (i.e., wills, revocable trusts, durable power of attorneys, advanced health care directives, and general assignments)  

  • Trust Funding

3Asset 60@2x.png

C-Level Executives, Business Owners and Empty Nesters

For those with retirement in sight who are taking a closer look at how to make wealth work for them - we are highly skilled at analyzing a multi-faceted asset list, applying it to a succession plan and considering complex, new family dynamics. At this stage, our clients often prefer to be more involved in the planning process because their balance sheets have strengthened and their family dynamics have become more certain.

  • All Services from Prior Category

  • Amendment and Restatement of Revocable Estate Planning

  • Confirming that Trust Funding has been executed correctly

  • Irrevocable Insurance Trust Planning

  • Entity Planning (such as LLCs for creditor protection and joint ownership) 

 
3Asset 55@2x.png

Inherited Wealth and Trusts

Many people who come into wealth from gift or inheritance find themselves having to make major decisions that can impact generations to come. We provide advice that empowers these clients in transitioning into their newly acquired wealth and support them in understanding and fine-tuning the complex estate planning structures. The Acosta team can help you understand how you fit into your family’s overall estate planning picture. We often review the parents’ estate planning structures to ensure they are up to date and will work to expand your wealth preservation opportunities. We are here to help, educate, and make improvements before it’s too late. Our team can show you what you or your parents’ lawyers might have missed.  

  • All Services from Prior Category

  • Exercising Powers of Appointment 

  • Irrevocable Trust Administration

  • Trust Asset Allocations

  • Disclaimer Planning 

  • Income Tax Basis Planning 

  • Estate Gift and GST Tax Planning

3Asset 61@2x.png

Post-Liquidity Event & Retirees

This applies to those who stand to experience a major liquidity event or those who have accumulated $20M-$250M. We provide sophisticated business-minded advice and plan for the reduction of gift, estate and GST taxes through various trusts and entities. Our transactions are designed with an objective of preserving family dynamics, maintaining important flexibility and protecting wealth for many generations. 

  • Amendments and Restatements of Revocable Estate Planning

  • Trust Fundings

  • Confirming that Trust Fundings has been executed correctly

  • Irrevocable Insurance Trust Planning

  • LLC Planning

  • Taxable Gifts Planning

  • Sales to Intentionally Defective Grantor Trusts

  • Grantor Retained Annuity Trusts

  • Qualified Personal Residence Trusts

  • Grandchildren's Trusts

  • Intrafamily Loans

  • Charitable Planning

3Asset 56@2x.png

Family Offices

For our biggest clients needing to plan for 250 million- to billion-dollar families and businesses, we strongly believe in working as a team with the client’s inside and outside advisors. We maintain professional, strong, and respectful relationships with these other trusted advisors. Our clients and their family offices have diverse sources of wealth. Our comprehensive understanding of various industries in areas including real estate, finance, private equity, asset management, retail, manufacturing, hospitality, wine, energy, sports, entertainment and technology, and our deep understanding of the complexities of inherited wealth means that in general, clients avoid paying for any learning curve on our part.

  • All Services from Prior Category

  • Coordination of Multiple Families, Trusts and Entity Planning

  • Sophisticated Gift, Estate and GST Tax Analysis and Strategy

  • Philanthropic Planning

 

We are here to support you.