Estate planning in New York does not have to be complicated — but it does have to be done right. Morgan Legal Group helps individuals and families across New York State understand their options, choose the tools that fit their situation, and put a plan in place that actually works.
What We Help You With
Before you call or schedule, here is a plain-English look at the core services we offer:
| Planning Tool | Primary Purpose | Key NY Law |
|---|---|---|
| Revocable living trust | Avoid probate, manage assets during incapacity | EPTL Article 7 |
| Irrevocable trust | Estate-tax reduction, asset protection, Medicaid planning | EPTL Article 7; 5-year look-back |
| Special needs trust | Preserve Medicaid/SSI for a disabled beneficiary | EPTL § 7-1.12 |
| Trust administration | Trustee duties — prudent-investor standard, duty to account | EPTL Article 11-A |
| Trust vs. will comparison | Privacy, probate avoidance, Surrogate’s Court process | EPTL Article 7 |
Why Timing Matters in 2026
New York’s estate-tax basic exclusion is $7,350,000 in 2026. Estates valued above the cliff at $7,717,500 (105% of the exclusion) lose the entire exemption — not just the excess. Proper trust planning can help families stay below that threshold.
Schedule a Free Consultation
Attorney Russel Morgan, Esq. serves clients throughout New York City, Long Island, Westchester, the Hudson Valley, and Upstate New York.
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