Every family is different — a young couple with minor children has different priorities than a parent supporting a child with a disability or a grandparent thinking about the estate-tax cliff. A single conversation with Morgan Legal Group helps map the right structure to your family’s real life, not a generic template.
What We Cover in Your 30-Minute Session
| Your Family Situation | Likely Focus |
|---|---|
| Spouse and minor children | Revocable living trust — avoids probate, names a successor trustee to manage assets if you become incapacitated (EPTL Art. 7) |
| Child or sibling with a disability | Supplemental Needs Trust — preserves Medicaid and SSI eligibility under EPTL § 7-1.12 |
| Taxable estate near $7.35 M | Irrevocable trust strategies — estates above $7,717,500 (105% of the 2026 exclusion) lose the entire NY exemption |
| Aging parent, Medicaid concern | Irrevocable trust with the 5-year look-back in view |
| Comparing options | Trust vs. will — trusts are private and skip Surrogate’s Court; wills are public record |
Morgan Legal Group serves families across New York City, Long Island, Westchester, the Hudson Valley, and Upstate New York.
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