$ 525-525 per hour
PRO
also known as Joe Morton
Virtual Consultation Available
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.
5
Practice Areas
31 years | 400 cases
31 years | 600 cases
31 years | 550 cases
31 years | 175 cases
$ 525-525 per hour
State: Washington
Acquired: 2005
No misconduct found
State: Oregon
Acquired: 2003
No misconduct found
State: Idaho
Acquired: 1999
No misconduct found
State: Utah
Acquired: 1994
No misconduct found
Fax
132 SW 5th Ave, Suite 150, Meridian, ID, 83642
legalgrp.comShowing 1 - 5 of 11 client reviews from Avvo
Posted by Tom | September 19, 2019 | Hired Attorney
My wife and I were referred to Joe by a financial advisor who had referred several people previously to Joe. He endorsed Joe highly. We enjoyed Joe personally but I was initially surprised by the cost of having our family trust and will restated. I even returned to my advisor to ask him if the ser...
Posted by Alex | July 22, 2019 | Hired Attorney
My mother and I hired Joseph after my grandmothers death, and again after my grandfathers death to help us navigate the legal system in regards to wills, etc. He has been incredibly knowledgeable, kind, and considerate of us the entire time. He is also very honest and doesn’t charge for things he doe...
Posted by Robert | March 11, 2018 | Hired Attorney
After being denied VA Spousal Aid & Attendance benefits for my Mom, we were placed in contact with Joe through Patriot Angels. From the very beginning up through my Mom's passing and the filing of the final VA accounting, Joe has been a consummate source of support, encouragement and legal expertise...
Posted by Sandy | October 20, 2016 | Hired Attorney
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...
Posted by Darcy | April 6, 2016 | Hired Attorney
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 comf...
"Joe has top shelf integrity and the knowledge and experience to resolve the most difficult estate planning questions."
"Mr. Morton is a dedicated and knowledgeable attorney. I would not hesitate to recommend him for his services. I endorse this lawyer."
"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."
"Joe and I are both members of a professional group of estate planning attorneys. For important estate planning and business planning matters, I recommend calling Joe."
"When it comes to complex estate planning, business matters, probate, and any intersection of these matters, Joe is the go-to-guy. He is extremely knowledgeable in these areas. When I have a client with a matter in one of these areas, I introduce them to Joe."
"I endorse this lawyer. I send all of my estate planning clients in Boise to Joe. I highly recommend him!"
Trusts lawyer
Criminal defense lawyer
Estate planning lawyer
Estate planning lawyer
Estate planning lawyer
Elder law lawyer
Estate planning lawyer
Estate planning lawyer
Elder law lawyer
Litigation lawyer
Trademark application lawyer
Patent application lawyer
Family lawyer
Securities and investment fraud lawyer
2015
Accredited Attorney, US Dept of Veterans Affairs
2010
Advisor of the Year, National Association of Insurance and Financial Advisors - Idaho
1999 - Present
President, Intermountain Legal Group
1997 - 1999
Attorney, Joseph L. Morton, III, Attorney at Law
1996 - 1997
Attorney, Travis Bowen, PC
1994 - 1996
Professor, Utah Valley University
1993 - 1994
Clerk, Utah Fourth District Court
2012 - Present
ElderCounselMember
2005 - Present
Washington State Bar AssociationMember
2003 - Present
Oregon State BarMember
2003 - Present
WealthCounselMember
2001 - Present
National Association of Insurance and Financial AdvisorsMember
1999 - Present
Idaho State BarMember
1994 - Present
Utah State BarMember
2014 - 2016
Lawyers With PurposeMember
2007 - 2011
Society of Financial Service ProfessionalsNational Liaison
2005 - 2006
Society of Financial Service ProfessionalsPresident
2002 - 2005
Society of Financial Service ProfessionalsDirector
2002 - 2011
Society of Financial Service ProfessionalsMember
Settlement was reached in favor of our client.
1993
JD - Juris Doctor
1990
BS - Bachelor of Science
2015
Ethics in Action
2014
Practical Insurance Ethics
2014
Practical Estate Planning: Common Issues Facing Families
2013
The ABCs of Annuities
2009
Doing the Right Thing When No One is Looking - Ethics in Estate Planning
2008
What the Lawyer, CPA and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions
2005
English
Legal Answers
I'm trying to locate my trust fund, my cousin was in charge of it and he has recently passed from cancer.
11 May 2017
If the Trustee is making false and misleading statements can she be removed from duty?
06 Aug 2015
Can my lawyer make a life insurance policy that I am the only benificiary of part of an estate going through probate?
24 Jul 2012