|ID||Authorized to practice law||1999||04/01/2017|
|Award name||Grantor||Date granted|
|Accredited Attorney||US Dept of Veterans Affairs||2015|
|Advisor of the Year||National Association of Insurance and Financial Advisors - Idaho||2010|
|President||Intermountain Legal Group||1999 - Present|
|Attorney||Joseph L. Morton, III, Attorney at Law||1997 - 1999|
|Attorney||Travis Bowen, PC||1996 - 1997|
|Professor||Utah Valley University||1994 - 1996|
|Clerk||Utah Fourth District Court||1993 - 1994|
|Association name||Position name||Duration|
|Lawyers With Purpose||Member||2014 - Present|
|ElderCounsel||Member||2012 - Present|
|Washington State Bar Association||Member||2005 - Present|
|Oregon State Bar||Member||2003 - Present|
|WealthCounsel||Member||2003 - Present|
|National Association of Insurance and Financial Advisors||Member||2001 - Present|
|Idaho State Bar||Member||1999 - Present|
|Utah State Bar||Member||1994 - Present|
|Society of Financial Service Professionals||National Liaison||2007 - 2011|
|Society of Financial Service Professionals||President||2005 - 2006|
|Society of Financial Service Professionals||Member||2002 - 2011|
|Society of Financial Service Professionals||Director||2002 - 2005|
|Estate of Charles M. Lyman||Settlement was reached in favor of our client.|
|See all legal cases|
|Quantum Press publication||Living and Learning, Achieve Retirement and Education Security||2005|
|Brigham Young University - J. Reuben Clark Law School||Law||JD - Juris Doctor||1993|
|Wayland Baptist University||Logistics||BS - Bachelor of Science||1990|
|Annual Ethics Training Meeting||Ethics in Action||2015|
|NAIFA CE Event||Practical Insurance Ethics||2014|
|NAIFA CE Event||Practical Estate Planning: Common Issues Facing Families||2014|
|NAIFA CE Event||The ABCs of Annuities||2013|
|National Association of Insurance and Financial Advisors - Boise - Meeting||Doing the Right Thing When No One is Looking - Ethics in Estate Planning||2009|
|Broker Dealer Annual Conference||What the Lawyer, CPA and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions||2008|
Posted by Sandy
Our family has been working with Joe since 2012. He helped my parents in their estate planning. We could not be more pleased with the work Joe provided for our parents. Since our original meeting we have needed consultation from time to time and Joe has always available to assist us with our needs. He listens. We trust and have confidence in his consultation.
Posted by Darcy
What a GREAT experience working with Joe! He to developed my mom's estate planning and trust documents. He gave us great advice on how to execute certain transactions and what was best for everyone involved. Estate planning is not an easy task, but Joe made it a pleasure! He makes you feel comfortable and at ease. I highly recommend Joe and the Intermountain Legal Group!
Posted by Tim
We have worked with Joe since 2002, when he drew our Trust.
He is thorough and a pleasure to work with.
I recommend him whole-heartedly.