Whether you are just starting to ask “do I even need a trust?” or you already know you need an irrevocable trust to address the New York estate-tax cliff, the right next step is the same: a conversation with an attorney who knows New York law deeply.
Russel Morgan, Esq. and the Morgan Legal Group team advise individuals and families across New York — from New York City and Long Island to Westchester, the Hudson Valley, and Upstate communities — on every stage of estate planning.
What We Help With
| Need | Where to Start |
|---|---|
| Avoid probate and keep assets private | Revocable living trust (EPTL Art. 7) |
| Reduce NY estate tax (2026 exclusion: $7,350,000; cliff: $7,717,500) | Irrevocable trust |
| Protect a disabled loved one’s Medicaid/SSI benefits | Special needs trust (EPTL 7-1.12) |
| Understand trust vs. will | Trusts vs. wills |
| Administer an existing trust | Trust administration |
| General overview | Trusts overview |
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