Book Your Total Trust Planning Appointment — Every Base, One Plan

At Morgan Legal Group, our “total” approach means you leave nothing on the table. A single consultation with attorney Russel Morgan, Esq. maps every layer of New York trust law that applies to your family — from day-to-day revocable control to long-horizon Medicaid and estate-tax strategy — so you never need to circle back and patch gaps later.

What One Comprehensive Appointment Covers

Planning Goal	Trust Solution	Governing Law
Avoid probate & protect privacy	Revocable Living Trust	EPTL Art. 7
Reduce NY estate tax (cliff at $7,717,500)	Irrevocable Trust	EPTL Art. 7
Preserve Medicaid/SSI for a disabled beneficiary	Supplemental Needs Trust — EPTL 7-1.12	EPTL 7-1.12
Manage assets during incapacity	Revocable Living Trust vs. Will	EPTL Art. 7
Ongoing trustee fiduciary duties	Trust Administration	EPTL Art. 11-A

Key 2026 New York Estate Tax Figures

• Basic exclusion: $7,350,000
• Cliff (105% threshold): $7,717,500 — estates above this lose the entire exemption

An irrevocable trust can remove assets from your taxable estate before you cross this threshold; a revocable trust offers probate avoidance and privacy but does not reduce estate tax.

We serve clients across New York City, Long Island, Westchester, the Hudson Valley, and Upstate New York. See our full trusts overview to explore every option before your appointment.

Schedule Your 30-Minute Consultation →