If you are exploring estate planning for the first time, the most important step is a single conversation. Morgan Legal Group — led by Russel Morgan, Esq. — serves clients across New York State: NYC boroughs, Long Island, Westchester, the Hudson Valley, and Upstate communities.
What to Expect at Your First Consultation
New to trusts? That is exactly who we are built for. In 30 minutes we cover the essentials:
| Question you likely have | What we address |
|---|---|
| Do I need a trust or a will? | Probate exposure, privacy, and speed — see Trust vs. Will |
| Which trust type is right for me? | Revocable living trust vs. irrevocable trust under EPTL Article 7 |
| Is my estate near the NY tax cliff? | 2026 exclusion $7,350,000; cliff at $7,717,500 — estates above lose the entire exemption |
| Does a family member have special needs? | Supplemental Needs Trust under EPTL 7-1.12 preserves Medicaid/SSI |
| Who manages the trust? | A trustee owes fiduciary duties under EPTL Article 11-A — we explain what that means in plain English |
After your consult you will understand which trust structure fits your goals and what trust administration looks like going forward.
Book Your Free 30-Minute Consultation
Schedule online — no cost, no commitment
Further reading from Morgan Legal Group: how trusts work in New York.