Russel Morgan
Principal & Founder
Morgan Legal Group, PC
Morgan Legal Group crafts airtight estate plans that shield your assets, bypass costly probate, and ensure your wishes are honored — across New York City, Brooklyn, and Long Island.
Why Clients Choose Us
Every client at Morgan Legal Group has direct access to an attorney for every question — no intermediaries, no runarounds.
The results our clients experience speak for themselves — reflected in over 300 five-star reviews across our practice areas.
With offices in NYC, Brooklyn, and Long Island, we serve clients across all five boroughs and the greater New York region.
Every strategy is built around your specific assets, family structure, and goals. We do not recycle generic plans.
Calls, emails, and inquiries are returned the same day. We understand that legal questions cannot sit unanswered.
Estate planning in New York is categorically more complex than in most states. Our focused expertise in NY probate, estate tax, and Medicaid law is the protection you need.
Comprehensive, New York–tailored plans that cover your assets, health decisions, and legacy — built around your life, not a template.
Skilled representation through New York's complex Surrogate's Court process, minimizing delays, costs, and family conflict.
Precisely drafted Last Wills, Revocable Living Trusts, and specialized trust structures engineered to carry out your exact wishes.
Strategic use of LLCs, irrevocable trusts, and related structures to insulate your wealth from creditors, litigation, and unforeseen claims.
Proactive Medicaid Asset Protection Trust planning to preserve your home and savings — acting ahead of New York's strict look-back periods.
Establish legal guardians for your minor children and avoid costly court-imposed Article 81 guardianship proceedings through advance planning.
Compassionate legal guidance for family matters, fully integrated with your estate plan to ensure every family member's interests are protected.
Define what happens to your business before the unexpected does — clear succession strategies that prevent disruption and preserve the value you've built.
Our Commitment
When you have a question, you speak with an attorney — not a paralegal, not a receptionist. No gatekeepers, no runarounds.
NY's estate tax cliff, Surrogate's Court probate, and strict Medicaid look-back rules demand local specialists. That's exactly what we are.
Every call, email, and inquiry receives a same-day response. Your legal matters are never put on hold.
We structure estates to bypass New York's costly 9–18 month probate process entirely, preserving privacy and protecting your heirs from unnecessary legal fees.
From wills and trusts to asset protection, elder law, and Medicaid planning — your entire estate is handled by one firm that knows your full picture.
We deploy Credit Shelter Trusts, SLATs, Medicaid Asset Protection Trusts, and irrevocable structures to protect generational wealth from taxes and predators.
Russel Morgan
Principal & Founder
Morgan Legal Group, PC
How We Work
Common Questions
Estate planning is the legal process of arranging how your assets are managed during incapacity and distributed after death. If you own a home, have children, run a business, or have an unmarried partner, you need a plan. Without one, New York's courts and intestacy laws make those decisions for you — often with costly and deeply unwanted results.
New York's intestacy laws distribute your estate according to a fixed legal formula regardless of your wishes. Unmarried partners receive nothing under state law. Minor children may inherit lump sums at age 18. A Surrogate's Court probate proceeding becomes unavoidable, adding months of delay and significant legal fees.
New York's Surrogate's Court probate process typically takes 9 to 18 months to complete. Statutory fees and legal costs can consume 5–6% of the estate's value, and your Will becomes a public record. A properly structured Revocable Living Trust can bypass the probate process entirely.
New York imposes its own estate tax with an exemption of approximately $6.94M. If your estate exceeds that threshold by more than 5%, you pay tax on the entire estate — not just the amount over the exemption. This cliff makes sophisticated trust planning essential for families whose estates are near that boundary.
A Will directs how your assets are distributed but guarantees a Surrogate's Court probate proceeding. A Revocable Living Trust holds your assets during your lifetime and bypasses probate entirely upon death or incapacity — preserving privacy, reducing costs, and giving your beneficiaries immediate access to the estate.
With New York nursing home costs exceeding $20,000 per month, Medicaid planning has become a critical component of estate planning. New York enforces a 5-year look-back period for nursing home care. A Medicaid Asset Protection Trust created well in advance can preserve your home and savings while preserving your eligibility for benefits.
At Morgan Legal Group, every client speaks directly with an attorney whenever they have a question — not a paralegal or a call center. We also commit to returning all calls and emails the same day, or at whatever time the client requests.
We serve clients throughout New York from offices in New York City, Brooklyn, and Long Island, with coverage extending across all five boroughs — including Queens, The Bronx, and Staten Island — and the surrounding region.
Take Control Now
Every day without a plan is a risk. New York's courts, tax laws, and probate process are ready to step in the moment you aren't. Schedule a consultation with an attorney today — not a form, not a chatbot.