Estate planning works best when every piece fits together. At Total Trusts Solutions, we work exclusively through Morgan Legal Group and attorney Russel Morgan, Esq. to give New York families a single, comprehensive strategy — not a patchwork of disconnected documents.
We serve clients statewide: New York City, Long Island, Westchester, the Hudson Valley, and Upstate New York.
What We Help You Cover
| Planning Goal | Primary Tool | Governing Law |
|---|---|---|
| Avoid probate & maintain privacy | Revocable living trust | EPTL Article 7 |
| Reduce estate tax (2026 exclusion: $7,350,000; cliff at $7,717,500) | Irrevocable trust | EPTL Article 7 |
| Medicaid & asset protection (5-year look-back) | Irrevocable trust | EPTL Article 7 |
| Protect a disabled beneficiary’s Medicaid/SSI benefits | Special needs trust | EPTL 7-1.12 |
| Understand probate vs. privacy tradeoffs | Trust vs. Will comparison | EPTL / SCPA |
| Ongoing fiduciary management | Trust administration | EPTL Article 11-A |
No single document covers every need. A coordinated plan — built around your family, your assets, and New York’s 2026 tax landscape — does.
Schedule Your Consultation
Book a 30-minute strategy call with Russel Morgan, Esq.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
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