Most New Yorkers think of estate planning as a checklist. At Morgan Legal Group, attorney Russel Morgan, Esq. treats it as a precision instrument — pairing the fundamentals of NY Estates, Powers and Trusts Law (EPTL) Article 7 with strategies that many planners overlook entirely.
What Makes This Conversation Different
When you schedule a consultation, we go beyond the standard revocable living trust discussion. Depending on your situation, we may explore:
| Strategy | Core Benefit | Legal Basis |
|---|---|---|
| Irrevocable trust | Estate-tax reduction, asset protection, Medicaid planning | EPTL Art. 7 |
| Supplemental Needs Trust | Preserves Medicaid/SSI for disabled beneficiaries | EPTL 7-1.12 |
| Estate-tax cliff planning | Avoids losing the entire $7,350,000 NY exclusion at 105% ($7,717,500) | Tax Law |
| Trust vs. will analysis | Probate avoidance, privacy, Surrogate’s Court bypass | EPTL/SCPA |
We serve clients across New York City, Long Island, Westchester, the Hudson Valley, and Upstate New York.
Ready to move beyond conventional planning?
Schedule a 30-Minute Strategy Call →
Explore our full service menu: Trusts Overview · Trust Administration
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
Further reading from Morgan Legal Group: .