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Joseph L Morton
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Joseph L Morton III

also known as Joe Morton

Practice areas:

Estate Planning, Business, Elder Law, Probate

About Me

Joe graduated from Brigham Young University Law School in 1993.  After completing a judicial clerkship in Utah, he taught for two years at Utah Valley University.  In 1996 he began his legal practice in the estate planning and asset protection areas.  He moved to Boise, Idaho, in 1999 and is a founding member of the Intermountain Legal Group.  His practice is limited to the areas of elder law, estate, business, retirement planning and asset protection.  Joe is licensed to practice in Idaho, Oregon, Utah and Washington.  He has worked on committees drafting statute proposals and is a member of the taxation and probate and trusts section of the bar association.  He frequently lectures on estate planning issues for the public as well as the insurance and legal communities. Joe Co-Authored the book Living and Learning, Achieve Retirement and Education Security.  He is a past president of the Idaho Chapter of the Society of Financial Service Professionals and currently serves as the Liaison between the Chapter and the Society’s national office.  He has served on the board of directors for NAIFA – Boise, the NAIFA-Idaho Day on the Hill and has chaired past Idaho Round Table Events. He was chairman of the 2008 Idaho Roundtable, the annual estate planning educational forum for Attorneys, CPAs and Insurance and Financial Services advisors in Idaho.  Joe also serves on the public policy committee for the Idaho NonProfit Development Center.  Joe and his wife Heidi have four children and two grandchildren.

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Practice Areas

Licensed since 1994

  1. Estate Planning: 45%
    20 years, 600 cases
  2. Business: 30%
    20 years, 150 cases
  3. Elder Law: 15%
    20 years, 400 cases
  4. Probate: 10%
    20 years, 50 cases

Payment

Fees:

Hourly ($350/hour), Fixed (Sometimes)

Payment Types:

Cash, Check

Attorney Endorsements

7 total 

  • Ryan Patrick Henson

    Mr. Morton is a dedicated and knowledgeable attorney. I would not hesitate to recommend him for his services. I endorse this lawyer.

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    Ryan Henson Litigation Attorney
    Relationship: Worked together on matter

  • Victoria L. Collier

    Joe is a compassionate attorney who ensures that both he and his staff stay abreast of the changing laws necessary to advocate for seniors. I highly recommend his services.

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    Victoria Collier Elder Law Attorney
    Relationship: Fellow lawyer in community

Contact Info

Intermountain Legal Group

132 SW 5th Ave
Suite 150
Meridian, ID, 83642

Resume

License
StateStatusAcquiredUpdated
WAActive200506/11/2015
ORActive200306/28/2015
IDAuthorized to practice law199906/13/2015
UTActive199406/28/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Accredited AttorneyUS Dept of Veterans Affairs2015
Advisor of the YearNational Association of Insurance and Financial Advisors - Idaho2010

Work Experience
TitleCompany NameDuration
PresidentIntermountain Legal Group1999 - Present
AttorneyJoseph L. Morton, III, Attorney at Law1997 - 1999
AttorneyTravis Bowen, PC1996 - 1997
ProfessorUtah Valley University1994 - 1996
ClerkUtah Fourth District Court1993 - 1994

Associations
Association NamePosition NameDuration
Lawyers With PurposeMember2014 - Present
Society of Financial Service ProfessionalsNational Liaison2007 - 2011
Washington State Bar AssociationMember2005 - Present
Society of Financial Service ProfessionalsPresident2005 - 2006
Oregon State BarMember2003 - Present
WealthCounselMember2003 - Present
Society of Financial Service ProfessionalsDirector2002 - 2005
Society of Financial Service ProfessionalsMember2002 - 2011
National Association of Insurance and Financial AdvisorsMember2001 - Present
Idaho State BarMember1999 - Present
Utah State BarMember1994 - Present

Publications
Publication NameTitleDate
Quantum Press publicationLiving and Learning, Achieve Retirement and Education Security2005

Education
School NameMajorDegreeGraduated
Brigham Young University - J. Reuben Clark Law SchoolLawJD - Juris Doctor1993
Wayland Baptist UniversityLogisticsBS - Bachelor of Science1990

Speaking Engagements
Conference NameTitleDate
National Association of Insurance and Financial Advisors - Boise - MeetingDoing the Right Thing When No One is Looking - Ethics in Estate Planning2009
Broker Dealer Annual ConferenceWhat the Lawyer, CPA and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions2008