LAYING SOLID GROUNDWORK FOR GENERATIONS
Wealth Succession Planning for All Levels.
At Acosta Business & Estate Planning, we develop estate plans that help you achieve your wealth transfer goals and protect the outcomes you envision for your family, business, real estate and philanthropy.
About Us
We are a leading estate planning law firm in Orange County. We serve and guide businesses and families in the transfer of real estate, business, and other assets to future generations.
How We Work
We understand that excellent legal advice does not stop with finding the correct legal answer. We spend time getting to know each client’s personal situation, family dynamics and business and provide legal advice tailored accordingly. We are known for our excellent technical legal skills and our ability to serve as strong business advisors. Our transactions are designed with an objective of preserving family dynamics, maintaining important flexibility and protecting wealth for many generations.
Who We Work With
Our clients include business owners, C-level executives, entrepreneurs, investors, high net worth individuals, family offices, philanthropists, and tax-exempt organizations.
Personal
We pride ourselves on delivering comprehensive advice and synthesizing complex material into easy-to-understand visual flow charts that make client meetings productive and stress-free. We are honest and effective in our approach to estate planning.
Trustworthy
Our loyal client base spans generations and includes longstanding clientele that have been referred to us by several well-regarded, now retired, estate planning attorneys.
Specialized
Our comprehensive understanding of various industries in areas including real estate, financial, private equity, asset management, retail, manufacturing, hospitality, wine, energy, sports, entertainment, technology, and inherited wealth means that in general, clients avoid paying for any learning curve on our part.
Meet Our Founder
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.
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
“Your estate planning documents are only 50% of the picture. The effectiveness of an estate plan depends on your lawyer’s ability to understand and apply your specific circumstances, family dynamics and asset holdings to the overall plan. Given our big firm pedigree and broad experience, we are uniquely positioned to educate clients of all wealth levels on how to effectively plan for their transfer of wealth, both during life, through advanced tax structures, and through revocable testamentary estate plans.”
— Megan S. Acosta, Esq.
Contact Us
Acosta Business & Estate Planning
2030 Main Street
Suite 1600
Irvine, California 92614
Email us:
admin@acostaplanning.com
Call Us: 949.681.7010
Fax: 949.203.2106