- Need Free Consultation?
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