Joseph L Morton III

PRO

Joseph L Morton III

also known as Joe Morton

4.9
Rating: 9.1

Licensed for 31 years

Trusts Lawyer at Meridian, ID
Practice Areas: Trusts, Estate Planning, Elder Law ... +2 more

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

Virtual Consultation Available

About Joseph

Biography

Practice Areas

5

Practice Areas

Trusts 35%

31 years | 400 cases

35%
Estate Planning 30%

31 years | 600 cases

30%
Elder Law 20%

31 years | 550 cases

20%
Business 10%

31 years | 175 cases

10%
Probate 5%

31 years | 75 cases

5%

Fees and Rates

Cost

Hourly Rates

$ 525-525 per hour


Payment Methods

  • Cash
  • Check

Licenses

Licensed in Washington for 20 years

State: Washington

Acquired: 2005

Active

No misconduct found

Licensed in Oregon for 22 years

State: Oregon

Acquired: 2003

Active

No misconduct found

Licensed in Idaho for 26 years

State: Idaho

Acquired: 1999

Active

No misconduct found

Licensed in Utah for 31 years

State: Utah

Acquired: 1994

Active

No misconduct found

Location

Intermountain Legal Group

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

legalgrp.com

Joseph L Morton III's Reviews

Avvo Review Score

4.9 /5.0

11 Client Reviews

5 star (10) 4 star (1)
3 star (0)
2 star (0)
1 star (0)

Posted by Tom | September 19, 2019 | Hired Attorney

This review is from a person who hired this 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 ser...vice 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.

Posted by Alex | July 22, 2019 | Hired Attorney

This review is from a person who hired this 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 doe...sn’t need to, which is refreshing. We enjoyed working with him and will continue to in the future. I would recommend him highly.

Posted by Robert | March 11, 2018 | Hired Attorney

This review is from a person who hired this 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.

Posted by Sandy | October 20, 2016 | Hired Attorney

This review is from a person who hired this 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.

Posted by Darcy | April 6, 2016 | Hired Attorney

This review is from a person who hired this 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 comf...ortable and at ease. I highly recommend Joe and the Intermountain Legal Group!

See All Client Reviews

Joseph L Morton III's Lawyer Endorsements

Endorse Joseph
Scott Lundgreen headshot
Scott Lundgreen

Unknown lawyer | 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."

Ryan Patrick Henson headshot
Ryan Henson

Business lawyer | 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."

Victoria L. Collier headshot
Victoria Collier

Elder law lawyer | 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."

Steven J Oshins headshot
Steven Oshins

Estate planning lawyer | Jan 23

Relationship: Worked together on matter

"I endorse this lawyer. Joe is a spectacular lawyer and a true professional."

Thomas Arthur Hackett headshot
Thomas Hackett

Estate planning lawyer | 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."

Jeremy Spackman headshot
Jeremy Spackman

Unknown lawyer | May 17

Relationship: Worked together on matter

"I endorse this lawyer."

Eric Brian Swartz headshot
Eric Swartz

Estate planning lawyer | 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."

David M. Gaba headshot
David Gaba

Estate planning lawyer | 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 All Endorsements
Ryan Patrick Henson headshot
Ryan Henson

Criminal defense lawyer

Victoria L. Collier headshot
Victoria Collier

Estate planning lawyer

Thomas Arthur Hackett headshot
Thomas Hackett

Estate planning lawyer

Andrea Nuffer Godfrey headshot
Andrea Godfrey

Estate planning lawyer

Kent M Brown headshot
Kent Brown

Elder law lawyer

Jeremy Spackman headshot
Jeremy Spackman

Estate planning lawyer

Michael McGreaham headshot
Michael McGreaham

Estate planning lawyer

Martin C Womer headshot
Martin Womer

Elder law lawyer

Eric Brian Swartz headshot
Eric Swartz

Litigation lawyer

Michael W Goltry headshot
Michael Goltry

Trademark application lawyer

Jeffrey Robert Bousquet headshot
Jeffrey Bousquet

Patent application lawyer

Brian Karl Marshall headshot
Brian Marshall

Family lawyer

David M. Gaba headshot
David Gaba

Securities and investment fraud lawyer

Experience

Rating:  9.1 (Superb)

Honors

2015

Accredited Attorney, US Dept of Veterans Affairs

2010

Advisor of the Year, National Association of Insurance and Financial Advisors - Idaho

Work Experience

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

Associations

2012 - Present

ElderCounsel

Member

2005 - Present

Washington State Bar Association

Member

2003 - Present

Oregon State Bar

Member

2003 - Present

WealthCounsel

Member

2001 - Present

National Association of Insurance and Financial Advisors

Member

1999 - Present

Idaho State Bar

Member

1994 - Present

Utah State Bar

Member

2014 - 2016

Lawyers With Purpose

Member

2007 - 2011

Society of Financial Service Professionals

National Liaison

2005 - 2006

Society of Financial Service Professionals

President

2002 - 2005

Society of Financial Service Professionals

Director

2002 - 2011

Society of Financial Service Professionals

Member

Sample of Legal Cases

Estate of Charles M. Lyman

Settlement was reached in favor of our client.

See More Legal Cases

Education

1993

Brigham Young University - J. Reuben Clark Law School

JD - Juris Doctor

1990

Wayland Baptist University

BS - Bachelor of Science

Speaking Engagements

2015

Annual Ethics Training Meeting

Ethics in Action

2014

NAIFA CE Event

Practical Insurance Ethics

2014

NAIFA CE Event

Practical Estate Planning: Common Issues Facing Families

2013

NAIFA CE Event

The ABCs of Annuities

2009

National Association of Insurance and Financial Advisors - Boise - Meeting

Doing the Right Thing When No One is Looking - Ethics in Estate Planning

2008

Broker Dealer Annual Conference

What the Lawyer, CPA and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions

Publications

2005

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

Languages

English

Activity

Avvo Rating

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Avvo Rating Levels
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