Before you schedule, knowing what to expect on cost and timeline helps you walk in prepared. Morgan Legal Group serves clients across New York State — from New York City and Long Island to Westchester, the Hudson Valley, and Upstate communities — under one governing framework: EPTL Article 7.
What to Bring to Your First Consultation
| What we review | Why it matters |
|---|---|
| Current assets & ownership | Determines whether a revocable living trust or irrevocable trust fits your goals |
| Estate value vs. 2026 exclusion ($7,350,000 / cliff $7,717,500) | Shapes tax-reduction strategy and urgency |
| Disabled beneficiaries | May trigger an SNT under EPTL 7-1.12 and Medicaid look-back analysis |
| Existing wills or trusts | Trust vs. will analysis; probate-avoidance priority |
Typical Timeline
- Simple revocable trust — drafted and signed in 2–4 weeks.
- Irrevocable / Medicaid trust — 4–8 weeks; Medicaid 5-year look-back planning begins at signing.
- Ongoing trust administration — trustee duties under the EPTL Article 11-A prudent-investor standard continue for the trust’s life.
Trustee commissions follow SCPA/EPTL schedules; actual fees depend on trust complexity and asset volume — your attorney will quote a fixed or hourly fee at the consultation.
Schedule a 30-minute consultation with Russel Morgan, Esq.
Learn more about all trust options available in New York.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
Further reading from Morgan Legal Group: .