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.
Practice areas
26 years, 400 cases
26 years, 600 cases
26 years, 550 cases
26 years, 175 cases
26 years, 75 cases
Languages spoken
English
Intermountain Legal Group
132 SW 5th Ave
Suite 150
Meridian, ID, 83642
State | Status | Acquired | Updated |
---|---|---|---|
WA | Active | 2005 | 03/23/2021 |
OR | Active | 2003 | 04/10/2021 |
ID | Authorized to practice law | 1999 | 04/08/2021 |
UT | Active | 1994 | 04/07/2021 |
Legal answers | 36 |
Legal guides | 0 |
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 |
Title | Company name | Duration |
---|---|---|
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 |
---|---|---|
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 |
Lawyers With Purpose | Member | 2014 - 2016 |
Society of Financial Service Professionals | National Liaison | 2007 - 2011 |
Society of Financial Service Professionals | President | 2005 - 2006 |
Society of Financial Service Professionals | Director | 2002 - 2005 |
Society of Financial Service Professionals | Member | 2002 - 2011 |
Publication name | Title | Date |
---|---|---|
Quantum Press publication | Living and Learning, Achieve Retirement and Education Security | 2005 |
School name | Degree | Graduated |
---|---|---|
Brigham Young University - J. Reuben Clark Law School | JD - Juris Doctor | 1993 |
Wayland Baptist University | BS - Bachelor of Science | 1990 |
Conference name | Title | Date |
---|---|---|
Annual Ethics Training Meeting | Ethics in Action | 2015 |
NAIFA CE Event | Practical Estate Planning: Common Issues Facing Families | 2014 |
NAIFA CE Event | Practical Insurance Ethics | 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 |
---|
Case name | Outcome |
---|---|
Estate of Charles M. Lyman | Settlement was reached in favor of our client. |
Posted by Tom
Thu Sep 19 2019
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Mon Jul 22 2019
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Sun Mar 11 2018
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Thu Oct 20 2016
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Wed Apr 06 2016
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Thu Jan 21 2016
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Tue Sep 22 2015
Posted by John Tuso
Wed May 23 2012
Posted by Jim
Thu May 10 2012
Posted by James
Wed Jan 25 2012
Joe has top shelf integrity and the knowledge and experience to resolve the most difficult estate planning questions.
Ryan Henson, Business Attorney on Jan 26, 2015
Relationship: Worked together on matter
Mr. Morton is a dedicated and knowledgeable attorney. I would not hesitate to recommend him for his services. I endorse this lawyer.
Victoria Collier, Elder law Attorney on Jan 23, 2015
Relationship: Fellow lawyer in community
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.
Steven Oshins, Estate planning Attorney on Jan 23, 2015
Relationship: Worked together on matter
I endorse this lawyer. Joe is a spectacular lawyer and a true professional.
Thomas Hackett, Estate planning Attorney on Oct 21, 2014
Relationship: Fellow lawyer in community
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.
I endorse this lawyer.
Eric Swartz, Estate planning Attorney on Jan 24, 2012
Relationship: Worked together on matter
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.
David Gaba, Estate planning Attorney on Apr 29, 2011
Relationship: Worked together on matter
I endorse this lawyer. I send all of my estate planning clients in Boise to Joe. I highly recommend him!
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