Morgan Legal Group brings law-firm-grade precision to every client engagement — from the first call through final trust administration. Russel Morgan, Esq., and our team serve clients across New York State: New York City, Long Island, Westchester, the Hudson Valley, and Upstate.
What to Bring to Your Consultation
A focused intake saves time and improves the precision of your plan. Before your call, consider the following:
| Planning Priority | Governing Law | Key Compliance Note |
|---|---|---|
| Revocable living trust — probate avoidance & incapacity management | EPTL Article 7 | Assets remain in your taxable estate; not a tax-reduction tool |
| Irrevocable trust — estate-tax reduction or Medicaid planning | EPTL Article 7 | 5-year Medicaid look-back applies |
| Special Needs Trust — preserve SSI/Medicaid eligibility | EPTL 7-1.12 | Must be drafted to strict statutory parameters |
| Trustee selection & fiduciary duties | EPTL Article 11-A | Prudent-investor standard; duty to account |
| Trust vs. will — probate exposure analysis | EPTL / Surrogate’s Court | Wills are public; trusts are private |
New York’s 2026 estate-tax basic exclusion is $7,350,000, with a hard cliff at $7,717,500 — above which the entire exemption is forfeited. Professional planning around this threshold is not optional; it is essential.
Explore our service pages before your call: Trusts Overview, Revocable Living Trust, Irrevocable Trust, Trust Administration, Special Needs Trust, and Trust vs. Will.
Schedule a 30-Minute Consultation with Russel Morgan, Esq.
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