Morgan Legal Group, led by Russel Morgan, Esq., prepares the complete range of trust and estate-planning documents for individuals and families across New York State — from New York City and Long Island to Westchester, the Hudson Valley, and Upstate communities.
Documents We Prepare
Rather than a single-document practice, our firm drafts the full spectrum of instruments needed to protect your estate, your family, and your legacy.
| Document | Primary Purpose | Key NY Authority |
|---|---|---|
| Revocable Living Trust | Avoids probate; manages assets during incapacity | EPTL Art. 7 |
| Irrevocable Trust | Estate-tax reduction; Medicaid planning (5-year look-back); asset protection | EPTL Art. 7 |
| Supplemental / Special Needs Trust | Preserves Medicaid and SSI eligibility for a disabled beneficiary | EPTL 7-1.12 |
| Trust Administration | Trustee guidance on fiduciary duties — prudent-investor standard, duty of loyalty, duty to account | EPTL Art. 11-A |
| Wills & Pour-Over Wills | Public probate instrument; compare trust vs. will | EPTL Art. 3 |
| Powers of Attorney & Healthcare Directives | Incapacity planning coordinated with your trust documents | NY GOL Art. 5-B |
Why a Comprehensive Document Strategy Matters in 2026
New York’s estate-tax basic exclusion is $7,350,000 for 2026 — with a hard cliff at $7,717,500 (105%). Estates that exceed the cliff lose the entire exemption. A revocable trust alone does not reduce this exposure; coordination with an irrevocable trust structure is often required. The right document set depends on your asset mix, family structure, and planning horizon — which is why breadth of service matters.
See our trusts overview for a side-by-side comparison of all trust types, then schedule a strategy session with Russel Morgan, Esq.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
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