About Us
Our Story
Our firm was founded to bring our clients the most personalized solutions on their journey to sound estate planning. The Founder of Acosta Business & Estate Planning split off from a globally recognized law firm to create a new firm that is more responsive and better positioned to handle the evolving needs of estate planning clients.
We are committed to sharing the highest caliber of legal expertise while making it easy to understand with visual frameworks tailored to our clients’ needs. We have distilled our big-firm sophistication, training, and expertise into a more personalized service that is available at boutique law firm rates.
What We Do
Our estate planning experience includes all aspects of income, capital gains, 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. We advise our clients in various estate planning techniques such as intentionally defective grantor trusts, irrevocable children’s and grandchildren’s trusts, family limited liability companies, grantor retained annuity trusts, intra family loans, gifting plans, sales to grantor trusts, qualified personal residence trusts, charitable remainder trusts, donor advised funds and family foundations.
We focus on income, estate and gift tax, and business succession planning for individuals and closely held businesses. We also handle the administration of estates and trusts. We also have extensive experience in the areas of charitable giving and tax-exempt organizations.
Why Work with Us
After her career at two of the most prestigious global law firms, the Founder of Acosta Business & Estate Planning created a respected firm that is more specialized, efficient and responsive to our clients' needs. We listen to your goals, get to know your family dynamics and provide business-minded advice tailored to your needs. We maintain a vast business and legal network and tap into these resources so that we can offer the strongest advice and referrals even in the most specialized fields and industries.
Due to the uniqueness and complexity of each client’s goals and situation, we developed a proprietary visual process that we use to guide our clients and help them fully understand our recommendations and legal documents. These sophisticated, yet simple, visual representations illustrate the flow of your assets and the detail of the various trusts and entities involved. Overall, our unique approach simplifies communication and collaboration among your overall advisory team – your investment advisors, CPA, family office directors as well as your family – so that your estate plan best reflects your wishes and tax objectives and can be easily understood by all.