Estate and Trust Tax Planning
Protect your legacy with expert estate and trust tax planning. Our team helps you preserve your wealth, minimize taxes, and safeguard your assets for future generations. With proactive strategies and ongoing support, we make planning simple, secure, and stress-free.
- Certified Tax Professionals
- 20+ Years of Experience
- Personal Approach
Some of Our Accreditations and Awards
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We Simplify Estate and Trust Tax,
You Focus on What Matters.
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Protect Your Legacy
For Your FamilyWe begin by listening to your goals and reviewing your current financial picture. This step ensures we fully understand your family’s needs and identify the best ways to safeguard your assets. Together, we set the foundation for an estate plan that truly reflects your wishes.
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Build a Customized Trust & Estate Tax Strategy
Once we understand your priorities, our experts design a personalized strategy. From choosing the right type of trust to structuring your estate for tax efficiency, we tailor every detail to minimize risks and preserve your wealth. Your plan is built to give clarity and long-term protection.
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Ongoing Support and
Peace of MindEstate tax planning isn’t just for tax season, it’s an ongoing process.. As laws and life circumstances change, we provide ongoing guidance to keep your plan current and effective. With Manay CPA by your side, you can be confident that your legacy is protected for generations.
How Manay CPA Can Simplify Your Estate & Trust Tax Planning
Manay CPA makes estate and trust tax planning simple. We ensure compliance, minimize taxes, and protect your assets so you can preserve your wealth and plan with confidence.
Your Experienced Certified Tax Coach
Our estate and trust tax specialists go beyond standard services by creating customized strategies that align with your family’s financial and tax needs. From trust tax structures to estate filings, we ensure your legacy is protected and transferred efficiently.
Peace of Mind Through Precision
With decades of combined expertise, our CPAs deliver accurate and compliant trust and estate tax reporting. You can rest easy knowing your wealth is being preserved with the highest level of care and attention to detail.
Always at Your Service
Estate planning isn’t just for tax season, it’s an ongoing process. At Manay CPA, we stand by you year-round, helping you manage trust distributions, estate filings, and tax law changes as they arise.
Helping You Reorganize Your Financials
Estate Tax Planning & Compliance
We develop strategies to minimize estate taxes and ensure full compliance with IRS requirements. From exemption management to portability elections, our team helps you preserve wealth and avoid costly mistakes.
Trust Tax Compliance and Administration Support
Managing a trust requires more than setup, it also demands accurate tax reporting and ongoing administration. Our CPAs handle annual trust filings, trust accounting, and beneficiary distribution reporting, ensuring compliance with IRS requirements and providing you with clarity and peace of mind.
Wealth Transfer & Estate Tax Strategies
Our advisors design long-term plans to protect assets and ensure smooth transfers for future generations. Whether through gifting, charitable trusts, or multi-generational planning, we help secure your family’s legacy.
Why Work with Manay CPA?
At Manay CPA, we are focused on giving you a break from complicated legal processes, by ensuring your trust and estate planning is handled with clarity, precision, and personalized guidance, so you can protect your assets and provide for your loved ones with confidence.
- Comprehensive Estate Tax Analysis
- Trust Tax Reporting & Management Support
- Beneficiary & Asset Tracking
- Wealth Preservation & Personalized Estate Tax Planning
- Compliance with State & Federal Regulations
Enjoy Peace of Mind with Our Comprehensive Trust & Estate Tax Services and
Gain Access to Expert Guidance
Organize Your Assets
Our trust and estate tax services provide a clear and organized way to manage your filings and assets. This allows you to focus on what matters most without getting lost in complex legal details.
Plan Strategically
Our experienced advisors work closely with you to assess your estate, identify tax-saving opportunities, and develop a plan tailored to your unique circumstances. This proactive approach helps you preserve wealth and make informed decisions for your loved ones.
Ensure Compliance and Accuracy
By working with Manay CPA for your trust and estate tax planning, you can have confidence that all requirements and deadlines are met. Your estate tax plan will be structured correctly, reducing the risk of disputes and ensuring your legacy is protected.
Secure Your Family’s Future
Are you unsure if your estate plan is complete, up-to-date, or structured properly? Whether you haven’t started planning, have an outdated will, or need help managing existing trusts, we will ensure your estate and trust tax filings are accurate, compliant, and aligned with your financial goals. Trust our tax experts to handle the complex details so you can focus on your family and future.
Simplify Complex Decisions
Professional trust and estate tax planning removes uncertainty, minimizes disputes, and ensures your assets are transferred efficiently and tax-effectively. With expert guidance, you can confidently make decisions about your legacy and provide lasting security for your loved ones.
Client testimonials
We are very proud of the service we provide and stand by every product we carry. Read our testimonials from our happy customers.
''Partnering with Manay CPA has ensured smooth accounting and tax operations while providing a solid foundation for our business growth. Their expertise simplifies complex regulations and supports us throughout the process. Working with such a dedicated team has been a privilege, and their solution-oriented approach adds significant value. These qualities are essential in a financial partner.''
Global Financial Control and Accounting Manager
''Manay CPA Team’s professionalism and attention to detail were truly impressive. Their guidance and expertise helped us overcome our challenges during the business setup process. I wholeheartedly recommend Manay CPA to anyone needing reliable and expert accounting services in the U.S.''
Accounting & Tax Group Manager
''Manay CPA has been our gateway to setting up Pegasus Airlines Innovation Lab in the U.S. Their know-how and valuable guidance helped us tremendously in our work. They are well resourced, always accessible, and very well positioned to address a wide range of needs for CPA and related corporate services.''
General Counsel and Sustainability Director
+20 Years of Experience
As a full-service accounting firm based in Atlanta, Georgia, with over 20 years of experience, we provide comprehensive accounting and tax services to our clients in all 50 states.
- +7.000 Success Stories
- Diverse Tax Team
- Affordable Services
CPAs and Tax Coaches
No one likes paying taxes, which is why it’s important to have someone on your side who has extensive knowledge of the tax code. Our licensed tax team will work hand in hand with you to minimize your tax burden.
- CPA and CTC Licenses
- Qualified Tax Practitioners
- Transparent Planning Process
Professional and Accessible
At Manay CPA, we are here for you every step of the way and aim to provide professional and customized tax solutions to match your needs.
- In Person and Online Consulting in English, Turkish and Spanish
- Accessible Experts
- Secure Cloud Technologies
FAQ
How are trusts and estates taxed?
Trusts and estates are considered separate legal entities for tax purposes. This means they may be required to file their own income tax returns and pay taxes on certain income, before distributions are made to beneficiaries. In the U.S., trusts are often subject to higher income tax rates compared to individuals, which makes strategic planning essential. At Manay CPA, we help clients structure their trusts and estates in a way that minimizes tax exposure while preserving wealth for future generations.
What is estate and tax planning?
Estate and tax planning is the process of organizing your assets and legal documents to ensure a smooth transfer of wealth to your beneficiaries with the least possible tax burden. It can include wills, trusts, powers of attorney, charitable giving strategies, and other financial tools. Proper planning helps protect your legacy, avoid unnecessary probate costs, and reduce estate taxes.
How much can you inherit from a trust without paying taxes?
The amount you can inherit tax-free depends on federal estate tax exemptions and state-specific rules. For 2025, the federal estate tax exemption is $13.61 million per individual (adjusted annually for inflation). Inheritances below this threshold typically pass tax-free at the federal level, though state laws may vary. Our team at Manay CPA helps clients understand these exemptions and how to maximize them to protect family wealth.
Do beneficiaries pay taxes on trust distributions?
It depends on the type of income distributed. If a trust distributes income (such as interest, dividends, or rental income), beneficiaries usually pay income tax on those amounts. However, distributions of the original principal (the money originally placed into the trust) are typically not taxable. Manay CPA advises beneficiaries on how to report and plan for these distributions so there are no surprises at tax time.
What type of trust is best for estate planning?
The best trust depends on your goals. Common options include:
Revocable Living Trusts – allow flexibility and control during your lifetime while avoiding probate.
Irrevocable Trusts – useful for reducing estate taxes and protecting assets, though they limit changes once established.
Specialized Trusts (Charitable Trusts, Special Needs Trusts, etc.) – tailored for unique family or financial situations.
At Manay CPA, we work closely with you and your legal advisors to determine which trust structure aligns with your long-term financial and family objectives.
Does money from a trust count as income?
If you receive trust distributions from income the trust has earned (like dividends, rental income, or interest), then yes—it generally counts as taxable income and must be reported on your personal tax return. However, if the distribution comes from the trust’s principal, it usually is not taxable. Our tax advisors at Manay CPA help beneficiaries clearly distinguish between income and principal to ensure accurate reporting.
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