Estates & Trust Tax Support
Support for Trustees, Beneficiaries, and Families
At Apple Blossom Tax Service, we provide estate and trust services that protect your legacy, support your loved ones, and guide trustees through the responsibilities of administering a trust. Many trustees take on this role for the first time, and we are here to help make the process clearer and more manageable.
If you are a trustee or beneficiary unsure where to begin, we can walk you through each step of trust administration, explain your options, and help you fulfill your duties with confidence. Our goal is to ensure the wishes of your loved ones are honored while providing you with the clarity, empathy, and tax expertise you need.
30+ Years’ Experience: Melissa Ochoa and her team bring decades of hands-on expertise, working alongside attorneys and fiduciaries to resolve issues, meet regulatory requirements, and preserve family harmony.
Advising Trustees
If you are newly named as a trustee and do not know where to begin, we are here for you. Our team helps you understand your fiduciary responsibilities, stay compliant with state and federal tax laws, and take the practical steps needed for managing trust assets and distributions. We guide you through every requirement, from recordkeeping and tax filing (Form 1041, Schedule K-1) to communicating with beneficiaries.
Step-by-Step Guidance
Trustees face many decisions, including distributing income, paying expenses, filing annual tax returns, and keeping beneficiaries informed. We simplify the process with practical checklists, ongoing support, and judgment-free advice so you can fulfill your obligations confidently and correctly.
Education & Empowerment
Trust administration can feel overwhelming, but it does not have to be. We explain each step clearly, answer your questions, and advocate for you. Whether you are concerned about legal deadlines, tax filings, or asset protection, our experts ensure nothing is overlooked.
Legacy, Asset Protection, & Charitable Giving
Our service covers the full spectrum, from tax-efficient distributions and asset protection strategies to structuring charitable gifts or legacy transfers in line with family wishes and legal requirements.
Let’s make your next milestone count!
Ready to plan your next step? Schedule a Trustee consulting session.
Need assistance coordinating taxes with wills, trusts, or gifts?