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Joseph L Morton III

Trusts Attorney at Meridian, ID

4.9   11 reviews

also known as Joe Morton


Licensed for 28 years

About Joseph

Learn Joseph’s areas of practice.

5
Practice areas
  1. Trusts
    35%

    27 years, 400 cases

  2. Estate planning
    30%

    27 years, 600 cases

  3. Elder law
    20%

    27 years, 550 cases

  4. Business
    10%

    27 years, 175 cases

  5. Probate
    5%

    27 years, 75 cases

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.

Licensed for 28 years
State WA
Status Active
Acquired 2005
Updated 11/25/2022
State OR
Status Active
Acquired 2003
Updated 10/09/2022
State ID
Status Active
Acquired 1999
Updated 11/20/2022
State UT
Status Active
Acquired 1994
Updated 11/08/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Joseph

Intermountain Legal Group

Reviews

4.9 / 5.0
  11 customer reviews
5 Star
 
91%
4 Star
 
9%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Tom | September 19, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Worth the time and money
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 service really was worth the cost and time. He reassured me and we pressed forward. I am so glad that we did! Due to the thorough process he took us through, we now have a plan that is customized for us with protections that we had no idea even existed. We now have a proper family trust that considers all of our priorities and desires to ensure that our family assets are used the way we desire. Great work, Joe! Knowing what I know now, I would not hesitate to refer you to any family or friends that need your specific services.
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Posted by Alex | July 22, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Knowledgeable and Kind
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 doesn’t need to, which is refreshing. We enjoyed working with him and will continue to in the future. I would recommend him highly.
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Posted by Robert | March 11, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding Service and Support
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. He never hesitated to take the time to answer my many questions about the complex VA process. All of his staff are fantastic as well.
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Posted by Sandy | October 20, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
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.
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Posted by Darcy | April 6, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning at it's BEST!
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!
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Posted by Tim | January 21, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Solid Advice --Good Guy
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.
Posted by Ryan | September 22, 2015
This review is from a person who hired this attorney.
| Hired Attorney
My choice for estate planning
I have worked with Mr. Morton prior, recommend and trust him to assist any of my clients for their estate planning needs. I find him thoughtful, well-versed and dedicated to the needs of his clients. Without reservation Joe is my #1 referral for estate planning matters.
Posted by John Tuso | May 23, 2012
A fine gentleman and knowledgeable lawyer
I am not going to make this review one that a potential client would read, shake their head and say, "This review is a plant." I am 70 years old and have dealt with many lawyers for one reason or another. Most of them want to make sure you know how important they are. At the first meeting Joe makes you feel that you, not he, is the most important person in the room. He is friendly and has a sense of humor. He fully listens to why you're there and ponders what he is about to say before he says it so it is in plain language and not lawyer talk. He has pen and pad and explains in detail what direction or action would be the best to take. In my current case he made sure certain things were taken care of before I took a trip so all bases were covered should something happen to me while on the trip. He is a gentleman and, one thing always important to me, he has a firm handshake and looks you in the eye when he tells you it is a pleasure to meet you. In addition to Joe, he has a wonderful office staff lead by Kathleen.
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Posted by Jim | May 10, 2012
Greatest Estate Planning Attorney
When estate planning is so important, having the best attorney is equally important. Joseph Morton III cares professionally and personally about his clients. You will never be left in the dark about any matter regarding your estate plan and planning. Factual information is what Joe provides and we couldn't be more pleased with his service.
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Posted by James | January 25, 2012
The Best Attorney I've ever known.
Joe has primarily assisted us with our Estate Planning, but has also advised us on a wide range of other issues. Speaking of Estate planning, I have had experience with my parent's Estate, and it didn't compare with the presentation and professionalism Joe exhibits. I highly recommend Joseph Morton III and his team to everyone.
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Posted by todd | February 20, 2012
Joseph Morton III
Joseph is providing Trust related support as well as LLC structuring. I appreciate his wholesome conveyance of some very complicated/emotional life issues. I futher thank him for his personal councel during a very difficult time.
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Cost

Rates
  • Hourly Rates $ 425-425 per hour
Payment methods
Cash, Check

Resume

AVVO RATING 9.3 (Superb)

Work Experience

  • 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
View all work experience

Education

  • Brigham Young University - J. Reuben Clark Law School
  • JD - Juris Doctor
  • 1993
  • Wayland Baptist University
  • BS - Bachelor of Science
  • 1990

Legal Cases

  • Estate of Charles M. Lyman
  • Settlement was reached in favor of our client.

Associations

  • 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
View all associations

Languages Spoken

  • English

Awards

  • Accredited Attorney
  • US Dept of Veterans Affairs
  • 2015
  • Advisor of the Year
  • National Association of Insurance and Financial Advisors - Idaho
  • 2010

Publications

  • Quantum Press publication
  • Living and Learning, Achieve Retirement and Education Security
  • 2005

Speaking Engagements

  • 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
View all speaking engagements

Attorney endorsements

Received (8)
Given (14)
Endorse Joseph
Unknown Attorney | Apr 28
Relationship: Fellow lawyer in community
"Joe has top shelf integrity and the knowledge and experience to resolve the most difficult estate planning questions."
Business Attorney | Jan 26
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."
Elder law Attorney | Jan 23
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."
Estate planning Attorney | Jan 23
Relationship: Worked together on matter
"I endorse this lawyer. Joe is a spectacular lawyer and a true professional."
Estate planning Attorney | Oct 21
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."
Unknown Attorney | May 17
Relationship: Worked together on matter
"I endorse this lawyer."
Estate planning Attorney | Jan 24
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."
Estate planning Attorney | Apr 29
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!"
View more endorsements
Criminal defense
Estate planning
Estate planning
Estate planning
Elder law
Estate planning
Estate planning
Litigation
Trademark application
Patent application
Securities and investment fraud