At Morgan Legal Group, attorney Russel Morgan, Esq. helps New Yorkers across the state — from New York City and Long Island to Westchester, the Hudson Valley, and Upstate communities — build complete, statute-compliant trust plans. Our practice is defined by breadth: we prepare the full spectrum of trust instruments and supporting documents the law permits, not just a single form.
The Documents We Prepare
Our trust creation service covers every major instrument recognized under the NY Estates, Powers and Trusts Law (EPTL) Article 7:
| Trust Type | Primary Purpose | Key Statute |
|---|---|---|
| Revocable Living Trust | Probate avoidance, privacy, incapacity management | EPTL Art. 7 |
| Irrevocable Trust | Estate-tax reduction, asset protection, Medicaid planning (5-year look-back) | EPTL Art. 7 |
| Supplemental / Special Needs Trust | Preserve Medicaid & SSI eligibility for disabled beneficiaries | EPTL 7-1.12 |
Supporting documents — pour-over wills, trustee succession provisions, and beneficiary designation reviews — are drafted alongside every trust to ensure the plan holds together.
Why Breadth Matters for Your Plan
A revocable living trust avoids probate and remains private, but it does not reduce your taxable estate. If your assets approach New York’s 2026 basic exclusion of $7,350,000 — and especially the cliff at $7,717,500, where the entire exemption is forfeited — an irrevocable strategy becomes critical.
Every trustee we name is held to the prudent-investor standard under EPTL Article 11-A, and we document fiduciary duties of loyalty and accounting at the outset.
See our full trusts overview and trust administration services, then schedule your consultation below.
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