Trust and Estate Planning

In situations where a general review or compilation procedure is inadequate in providing the required level of assurance, Taiwo Pitan offers attestation and Agreed-Upon Procedure (AUP) statements. These statements are designed to improve internal controls and have a direct and positive impact on business growth.

Helping clients achieve their goals for wealth preservation and care for future generations.

Our Trust and Estate Planning services include:

  • Estate planning
  • Trust planning
  • Living trusts
  • Charitable trusts
  • Residence trust
  • Estate tax returns
  • Gift tax returns
  • Succession planning
  • Business continuity plans
  • Buy/sell agreements
  • Lifetime Family Wealth Transfers
  • Family partnerships and other business relationships
  • Accounting for probate assets
  • Serving as Executors or Trustees