Your family deserves a plan built for them — not a one-size-fits-all document. Whether you are shielding assets for a child with special needs, planning for a spouse’s long-term security, or ensuring your estate passes privately without probate, a properly drafted trust under New York’s Estates, Powers and Trusts Law (EPTL) is the foundation that makes it possible.
What We Help New York Families Accomplish
| Family Goal | Trust Tool | Key Law |
|---|---|---|
| Skip probate; keep assets private for your spouse and children | Revocable Living Trust | EPTL Art. 7 |
| Reduce estate tax exposure above $7,350,000 (2026 NY exclusion) | Irrevocable Trust | EPTL Art. 7 |
| Preserve Medicaid/SSI benefits for a disabled loved one | Supplemental Needs Trust | EPTL § 7-1.12 |
| Clarify the trustee’s duty to manage and report to beneficiaries | Trust Administration | EPTL Art. 11-A |
We serve families across New York State — from New York City and Long Island to Westchester, the Hudson Valley, and Upstate communities.
Explore our services: Trusts Overview · Revocable Living Trust · Irrevocable Trust · Special Needs Trust · Trust vs. Will · Trust Administration
Schedule Your Family Trust Consultation
Book a 30-Minute Consultation with Russel Morgan, Esq.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
Further reading from Morgan Legal Group: .