Morris Hall Newsroom
Press Release – ESTATE PLANNING ATTORNEYS ATTEND & SPONSOR 24th ANNUAL TAX & LEGAL SEMINAR
They received important information from featured speaker Natalie Choate in Phoenix, AZ.
November 11th — David T. Eastman and Andrea L. Claus of Morris Hall, PLLC, acclaimed Phoenix estate planning law firm, attended the 24th annual Tax and Legal Seminar presented by the Arizona Community Foundation and the Jewish Community Foundation, this event included over 300 tax and legal professionals from across the state.
Natalie Choate, an attorney based out of Boston and author of two books (Life and Death Planning for Retirement Benefits and The QPRT Manual) was the featured speaker. Ms. Choate focused on the topics of charitable giving with retirement benefits, making retirement benefits payable to trusts and the best and worst estate planning ideas for individual’s retirement benefits. Those in attendance learned valuable information regarding retirement planning strategies.
Commenting on the value of the event, Morris Hall attorneys stated the following:
- Mr. Eastman said, “There is no better expert in the area of retirement planning than Natalie Choate. All that were in attendance were given a wealth of information to take back and better serve their clients in the estate planning and retirement planning needs. It is by attending events like this from nationally renown experts that MH is able to ensure we stay abreast of the complicated areas of IRAs and other retirement accounts and how they should work with your estate plan.”
- Mr. Wilson also added regarding Ms. Choate, “A presenter who personifies professional.”
- Mrs. Claus stated, “Ms. Choate gave a terrific, comprehensive presentation on planning with retirement assets and charitable giving. Ms. Choate is the preeminent authority on these topics and it was wonderful to talk with her in person.”
- Mr. Miller summarized with, “She was able to take a complicated topic and expertly and entertainingly explain what we need to know to better assist our clients.”
Morris Hall has devoted its practice to estate planning matters for more than 45 years and has been a member of the American Academy of Estate Planning Attorneys since 1993. Morris Hall is one of only three firms in Arizona to be admitted to academy membership. The firm has helped thousands of clients meet their estate planning goals and pass on meaningful, well-preserved legacies to their loved ones.
To learn more about how you can achieve your estate planning goals, please call 888-222-1328 or visit morristrust.com. Media inquiries on estate planning topics are also welcome.
Accounting
- Three Ways the IRS Rewards Your Generosity, 12/1/2012
- Tax Alert! Special Gifting Opportunities, 11/1/2012
- Don’t Be Fooled – Estate Planning is Not Just for the Wealthy, 5/31/2011
- Theft Loss Deduction for Losses from Fraudulent or Ponzi Schemes, 5/1/2009
- Your Team is on Your Side, 1/30/2009
Advanced Estate Planning
- How the American Taxpayer Relief Act Will Affect You, 2/1/2013
- Three Ways the IRS Rewards Your Generosity, 12/1/2012
- Tax Alert! Special Gifting Opportunities, 11/1/2012
- How Low Interest Rates Can Influence Your Estate Plan, 9/1/2012
- Insurance: The Missing Link in Your Estate
- How to Leave an Inheritance for Your Special Needs Child, 8/1/2012 Plan?, 7/1/2012
- Your Family Deserves More Than an Estate Plan, 1/1/12
- Getting Value Out of Giving with Charitable Trust, 9/30/11
- Leaving a Ranching Legacy, 8/30/2011
- Practical Strategies for Protecting Your Privacy, 4/30/2011
- Planning Your Estate? Don’t Forget Insurance, 2/28/2011
- New Tax Filing Requirement for Rental Property Owners, 12/21/2010
- How to Help Others While Reducing Your Taxes, 9/30/2010
- Is Your LLC Legit?, 9/3/2010
- Home Comforts: Maximizing Your Most Valuable Asset, 8/31/2010
- Tax Saving Benefits of a Life Insurance Trust, 6/30/2010
- Tough Times Could be Tougher, 2/28/2009
- How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
- A Loan May Be Taxing, 12/31/2008
- Vacation Properties Take Planning, 11/26/2008
- Planning to Benefit Non-Traditional Beneficiaries, 10/30/2008
- Split Things Fairly – Not Exactly, 8/30/2008
- The Silver Lining in Tough Economic Times, 8/30/2008
- Dividing Up the Pie, 5/1/2008
- The Debate Continues and the Future of the Estate Tax Remains
- Uncertain, 2/1/2008
- Strategies for Business Succession Planning, 6/1/2007
- Gifting to Children, 5/1/2007
Asset Protection
- Estate Planning is Essential for Same-Sex Couples, 6/1/2013
- How the American Taxpayer Relief Act Will Affect You, 2/1/2013
- Home: Your Most Valuable Investment, 11/1/2012
- Why Your Trust Shoudn’t be Short and Sweet, 7/1/2012
- Your Family Deserves More Than an Estate Plan, 1/1/12
- Does a Roth Make Sense for You?, 10/31/11
- The Estate Tax is Not the Only Consideration in Estate Planning, 9/30/11
- Leaving a Ranching Legacy, 8/30/2011
- There’s No Time Like the Present to Review Your Plans, 8/30/2011
- Is Your Ex-Spouse Really Out of Your Life? 8/1/2011
- Make Sure Your Dreams Don’t Turn Into Nightmares, 8/1/2011
- Practical Strategies for Protecting Your Privacy, 4/30/2011
- Estate Planning Without a Crystal Ball, 3/31/2011
- Planning Your Estate? Don’t Forget Insurance, 2/28/2011
- What to Expect When You’re Inheriting, 1/31/2011
- 10 Essential Estate Planning Facts, 11/30/2010
- What to Do With a Windfall, 9/30/2010
- How to Help Others While Reducing Your Taxes, 9/30/2010
- Is Your LLC Legit?, 9/3/2010
- Home Comforts: Maximizing Your Most Valuable Asset, 8/31/2010
- Estate Planning: It’s Not Just About the Documents, 5/30/2009
- Tough Times Could be Tougher, 2/28/2009
- How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
- A Trust Can Help Protect You from a Financial Crisis, 9/30/2008
Basic Estate Planning
- DOMA’s Impact on Estate Planning for LGBTQ Couples, 8/1/2013
- Proper Planning Protects Your Vacation Home, 8/1/2013
- An Estate Plan: Don’t Leave Home Without It, 7/1/2013
- I’m a Trustee! Now What?, 7/1/2013
- Estate Planning is Essential for Same-Sex Couples, 6/1/2013
- Fair Does Not Always Mean Equal, 6/1/2013
- Eighteen: The Magic Number? 5/1/2013
- How a Pet Trust Can Protect Your Furry Friends. 5/1/2013
- Is an Irrevocable Life Insurance Trust Right for You? 4/1/2013
- Protect Your Right to Make Medical Decisions. 4/1/2013
- Estate Planning for Unmarried Couples: Individual Challenges Abound, 4/1/2013
- Five Things Every Woman Should Know About Estate Planning, 3/1/2013
- What to Expect at Your First Morris Hall Estate Planning Consultation, 3/1/2013
- Five Non-Tax Reasons You Need an Estate Plan, 2/1/2013
- How the American Taxpayer Relief Act Will Affect You, 2/1/2013
- This New Year, Resolve to Review Your Estate Planning Options, 1/1/2013
- What You Should Know About Seminars on Wills & Living Trusts, 1/1/2013
- Three Ways the IRS Rewards Your Generosity, 12/1/2012
- Three Simple Steps for Managing a Windfall, 12/1/2012
- Home: Your Most Valuable Investment, 11/1/2012
- Tax Alert! Special Gifting Opportunities, 11/1/2012
- The Problem with Joint Tenancy, 10/1/2012
- Estate Planning Across Borders, 10/1/2012
- Why Everyone Needs an Estate Plan, 9/1/2012
- How Low Interest Rates Can Influence Your Estate Plan, 9/1/2012
- Planning for the Worst-Case Scenario, 8/1/2012
- How to Leave an Inheritance for Your Special Needs Child, 8/1/2012
- Why Your Trust Shouldn’t be Short and Sweet, 7/1/2012
- Insurance: The Missing Link in Your Estate Plan?, 7/1/2012
- Trusts and Income Tax: Who Pays? 6/1/2012
- Tax Breaks for the Sandwich Generation 6/1/2012
- A Quick Guide to Basis, 5/1/2012
- The Accidental Spouse, 3/1/2012
- Expecting the Unexpected, 3/1/2012
- I Have an Estate Plan: Do I Still Need My Attorney?, 2/1/2012
- Why a Trust Makes Sense – Even If Your Child Is Not a Child, 2/1/2012
- Planning Your Estate With Privacy in Mind, 1/1/12
- Your Family Deserves More Than an Estate Plan, 1/1/12
- Helping Your Parents Age Gracefully, 11/30/2011
- What to Expect When You’re Inheriting, 11/30/2011
- Five Estate Planning Myths, 10/31/11
- Does a Roth Make Sense for You?, 10/31/11
- Getting Value Out of Giving with Charitable Trust, 9/30/11
- The Estate Tax is Not the Only Consideration in Estate Planning, 9/30/11
- There’s No Time Like the Present to Review Your Plans, 8/30/2011
- Leaving a Ranching Legacy, 8/30/2011
- Is Your Ex-Spouse Really Out of Your Life? 8/1/2011
- Make Sure Your Dreams Don’t Turn Into Nightmares, 8/1/2011
- Look After Your Spouse Even After You’re Gone, 6/30/2011
- Choose Your Estate Planning Practitioner Wisely, 6/30/2011
- Don’t Be Fooled – Estate Planning is Not Just for the Wealthy, 5/31/2011
- Short and Sweet is Not Always Better, 5/31/2011
- Practical Strategies for Protecting Your Privacy, 4/30/2011
- Estate Planning Without a Crystal Ball, 3/31/2011
- Puppy Love: Planning Your Estate With a Pet Trust, 3/31/2011
- Planning Your Estate? Don’t Forget Insurance, 2/28/2011
- Help! My Attorney No Longer Practices Law, 2/28/2011
- What to Expect When You’re Inheriting, 1/31/2011
- Parenting Your Grandchildren? You Need a Solid Estate Plan, 1/31/2011
- New Tax Filing Requirement for Rental Property Owners, 12/21/2010
- 10 Essential Estate Planning Facts, 11/30/2010
- Recently Divorced? Make Sure You Tie Up All The Loose Ends, 10/29/2010
- What Does a Millionaire Look Like?, 10/29/2010
- How to Help Others While Reducing Your Taxes, 9/30/2010
- What to Do With a Windfall, 9/30/2010
- Estate Planning: It’s About More Than Taxes, 8/31/2010
- Home Comforts: Maximizing Your Most Valuable Asset, 8/31/2010
- Calculating Your Financial Wealth, 7/30/2010
- The Impact of Dying Without an Estate Plan, 7/30/2010
- Funding is Critical to Estate Planning, 6/30/2010
- Tax Saving Benefits of a Life Insurance Trust, 6/30/2010
- Estate Tax in Limbo…Still, 6/23/2010
- When Harry Met Sally: A Lesson in Preventing Family Discord, 5/31/2010
- Keeping Your Vacation Home in the Family, 5/31/2010
- Top Reasons to Do Estate Planning—What are You Waiting For?, 4/27/2010
- Selecting an Estate Planning Attorney – Wisely, 4/27/2010
- Do’s and Don’ts of Managing an Inheritance, 3/31/2010
- Who Handles the Finances in Your Family?, 3/31/2010
- When Father Time Catches Up With Our Parents, 2/25/2010
- What Keeps a New Mom Up at Night Besides the Baby?, 2/25/2010
- Is Your Trust Flexible Enough to Deal with the 2010 Estate Tax Law Change?, 2/18/2010
- Benefits of the “B” Trust, 2/18/2010
- How to Avoid Estate Planning Minefields: You Don’t Know What You Don’t Know, 1/10/2010
- Preserving Grandma’s Legacy, 1/10/2010
- Planning After a Breakup, 12/31/2009
- Preserving Your Independence, 12/31/2009
- 2010 May Be a Good Year to Die, 12/21/2009
- Living Trusts Enhance Privacy Protection, 11/30/2009
- Family Feud—Don’t Let This Be Your Legacy, 11/30/2009
- Young Families Need Planning Too, 11/17/2009
- Aid & Attendance Benefits for Veterans, 11/17/2009
- Pet Planning – Not Just for the Rich and Eccentric, 10/30/2009
- Four Deaths, Three Estate Planning Mistakes, 10/1/2009
- Taking Care of Rover After You’re Gone, 10/1/2009
- When Time Is Short, 9/1/2009
- Property Owners Beware, 9/1/2009
- Scam Artists Targeting Estate Planning Clients, 9/1/2009
- When a Loved One Passes, 9/1/2009
- Passport. Hotel Reservations. Living Trust? What no vacation is complete without., 7/30/2009
- Eighteen and Alone: The Legal Risks of Independence, 7/30/2009
- Learning from a Legend: Lessons in Estate Planning from the King of Pop, 7/15/2009
- Don’t Trust Your Legacy to Just Anyone, 6/30/2009
- What Do Estate Planning and Shoes have in Common?, 5/30/2009
- Estate Planning: It’s Not Just About the Documents, 5/30/2009
- Theft Loss Deduction for Losses from Fraudulent or Ponzi Schemes, 5/1/2009
- Aren’t You Glad You Have an Morris Hall Estate Plan?, 5/1/2009
- Guarding Against Mental Incapacity, 04/30/2009
- The Bypass Trust: It’s not Just for Taxes Anymore, 4/1/2009
- Caring for Your Spouse…Even After You’re Gone, 3/31/2009
- Scams, Swindles, and Fraud, Oh my!, 3/31/2009
- Trustee: an Honor and a Responsibility, 2/28/2009
- Tough Times Could be Tougher, 2/28/2009
- Your Team is on Your Side, 1/30/2009
- Real Security, 1/30/2009
- How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
- New Year Brings Resolutions…and More, 12/31/2008
- A Loan May Be Taxing, 12/31/2008
- Vacation Properties Take Planning, 11/26/2008
- Planning to Benefit Non-Traditional Beneficiaries, 10/30/2008
- Planning Opportunities in a Down Market, 10/30/2008
- A Trust Can Help Protect You from a Financial Crisis, 9/30/2008
- Everyone Needs a Periodic Checkup, 9/30/2008
- The Silver Lining in Tough Economic Times, 8/30/2008
- Split Things Fairly – Not Exactly, 8/30/2008
- Grandma and Grandpa—You’re the Best!, 7/31/2008
- Are Your Bank Accounts Safe?, 7/30/2008
- Important News about the Housing Rescue Bill, 7/28/2008
- What’s in a Word?, 6/1/2008
- Same-Sex Marriage Confusion, 6/1/2008
- Dividing Up the Pie, 5/1/2008
- Joint Tenancy – Joint Problems, 4/1/2008
- The Top 10 Things to Know About Estate Planning, 4/1/2008
- The Prime of Life – Heath Ledger”s Tragic Death, 3/1/2008
- IRS Clamps Down on Wesley Snipes and Other Tax Protesters, 2/1/2008
- The Debate Continues and the Future of the Estate Tax Remains Uncertain, 2/1/2008
- Protecting Your Children from Our Litigious Society, 11/30/2007
- Legacy Planning: A Holistic Approach, 10/31/2007
- What’s Important in Your Life?, 10/31/2007
- Putting Your Legal Life Back Together After Divorce, 8/1/2007
- Protect Your Children Now and in the Future, 8/1/2007
- Decisions, Decisions, Decisions…, 7/1/2007
- Three Myths Women Have About Estate Planning, 7/1/2007
- To My Dog, Lucky, I leave $10,000, 6/1/2007
- Strategies for Business Succession Planning, 6/1/2007
Business Planning
- Planning Your Estate? Don’t Forget Insurance, 2/28/2011
- New Tax Filing Requirement for Rental Property Owners, 12/21/2010
- Tough Times Could be Tougher, 2/28/2009
- How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
Elder Law/Medicaid Planning
- Look After Your Spouse Even After You’re Gone, 6/30/2011
- Planning Your Estate? Don’t Forget Insurance, 2/28/2011
- Who Handles the Finances in Your Family?, 3/31/2010
Financial Planning Assistance
- Does a Roth Make Sense for You?, 10/31/11
- Look After Your Spouse Even After You’re Gone, 6/30/2011
- What to Do With a Windfall, 9/30/2010
- Do’s and Don’ts of Managing an Inheritance, 03/31/2010
- A New Tax and Retirement Opportunity in 2010, 10/30/2009
- Life Insurance Review, 7/15/2009
- Your Team is on Your Side, 1/30/2009
- How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
- Planning Opportunities in a Down Market, 10/30/2008
- Waiting to Roth: Hidden Loophole for High-income Earners, 2/28/2007
- Your 401k or IRA: A Problem Asset?, 1/31/2007
Guardianship / Conservatorship
- Parenting Your Grandchildren? You Need a Solid Estate Plan, 1/31/2011
- Estate Planning: It’s About More Than Taxes, 8/31/2010
- Caring for Your Spouse…Even After You’re Gone, 3/31/2009
- How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
- Powers of Attorney – May Not Be Enough, 11/26/2008
- Is a Power of Appointment the Same as a Power of Attorney?, 12/22/2006
- Your Most Important Choice, 10/31/2006
- Estate Planning: No Tattoo Necessary, 5/31/2006
Probate
- Planning Your Estate With Privacy in Mind, 1/1/12
- Estate Planning: It’s About More Than Taxes, 8/31/2010
- Funding is Critical to Estate Planning, 6/30/2010
- When Harry Met Sally: A Lesson in Preventing Family Discord, 5/31/2010
- Keeping Your Vacation Home in the Family, 5/31/2010
- Four Deaths, Three Estate Planning Mistakes, 10/1/2009
- When a Loved One Passes, 9/1/2009
- Learning from a Legend: Lessons in Estate Planning from the King of Pop, 7/15/2009
- Guarding Against Mental Incapacity, 4/30/2009
- How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
- What are the Odds?, 5/1/2007
- Please Learn from Anna Nicole’s Mistakes, 2/28/2007
Professional Continuing Education
Special Needs Planning
- How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
- What Happens in My Initial Estate Planning Consultation?, 12/22/2006
- Is a Power of Appointment the Same as a Power of Attorney?, 12/22/2006
Trust Administration
- Fair Does Not Always Mean Equal, 6/1/2013
- What Does It Mean To Be a Trustee?, 5/1/2012
- A Quick Guide to Basis, 5/01/2012
- Planning Your Estate With Privacy in Mind, 1/1/12
- Estate Tax in Limbo…Still, 06/23/2010
- When Harry Met Sally: A Lesson in Preventing Family Discord, 5/31/2010
- Keeping Your Vacation Home in the Family, 5/31/2010
- Do’s and Don’ts of Managing an Inheritance, 3/31/2010
- Who Handles the Finances in Your Family?, 3/31/2010
- Benefits of the “B” Trust, 2/18/2010
- When a Loved One Passes, 9/1/2009
- Trustee: an Honor and a Responsibility, 2/28/2009
- How Estate Planning Failed the Baby Boomer Generation, 1/1/2009
- The Family Blender, 5/18/2007
- Steps in Trust Administration, 5/18/2007
Morris Hall News
PHOENIX ESTATE PLANNING ATTORNEYS ATTEND & sponsor 24th Annual tax & legal seminar
Regarding featured speaker Natalie Choate in Phoenix, AZ
Phoenix—November 11th — David T. Eastman and Andrea L. Claus of Morris Hall, PLLC, acclaimed Phoenix estate planning law firm, attended the 24th annual Tax and Legal Seminar presented by the Arizona Community Foundation and the Jewish Community Foundation, this event included over 300 tax and legal professionals from across the state.
Natalie Choate, an attorney based out of Boston and author of two books (Life and Death Planning for Retirement Benefits and The QPRT Manual) was the featured speaker. Ms. Choate focused on the topics of charitable giving with retirement benefits, making retirement benefits payable to trusts and the best and worst estate planning ideas for individual’s retirement benefits. Those in attendance learned valuable information regarding retirement planning strategies.
Commenting on the value of the event, Morris Hall Attorneys stated the following. Mr. Eastman said, “There is no better expert in the area of retirement planning than Natalie Choate. All that were in attendance were given a wealth of information to take back and better serve their clients in the estate planning and retirement planning needs. It is by attending events like this from nationally renown experts that MH is able to ensure we stay abreast of the complicated areas of IRA’s and other retirement accounts and how they should work with your estate plan.” Mr Wilson also added regarding Ms Choate, “A presenter who personifies ‘professional’.” Mrs. Claus stated, “Ms. Choate gave a terrific, comprehensive presentation on planning with retirement assets and charitable giving. Ms. Choate is the preeminent authority on these topics and it was wonderful to talk with her in person.”; and Mr. Miller summarized with, “She was able to take a complicated topic and expertly and entertainingly explain what we need to know to better assist our clients.”
Morris Hall has devoted its practice to estate planning matters for more than 45 years and has been a Member of the American Academy of Estate Planning Attorneys since 1993. Morris Hall is one of only three firms in Arizona to be admitted to academy membership. The firm has helped thousands of clients meet their estate planning goals and pass on meaningful, well-preserved legacies to their loved ones.
To learn more about how you can achieve your estate planning goals, please call 602-249-1328 or visit www.morristrust.com. Media inquiries on estate planning topics are also welcome.
PHOENIX ESTATE PLANNING ATTORNEYS ATTEND & sponsor 24th Annual tax & legal seminar
RECEIVES IMPORTANT information from featured speaker natalie choate IN phoenix, AZ
Phoenix—November 11th — David T. Eastman and Andrea L. Claus of Morris Hall, PLLC, acclaimed Phoenix estate planning law firm, attended the 24th annual Tax and Legal Seminar presented by the Arizona Community Foundation and the Jewish Community Foundation, this event included over 300 tax and legal professionals from across the state.
Natalie Choate, an attorney based out of Boston and author of two books (Life and Death Planning for Retirement Benefits and The QPRT Manual) was the featured speaker. Ms. Choate focused on the topics of charitable giving with retirement benefits, making retirement benefits payable to trusts and the best and worst estate planning ideas for individual’s retirement benefits. Those in attendance learned valuable information regarding retirement planning strategies.
Commenting on the value of the event, Morris Hall Attorneys stated the following. Mr. Eastman said, “There is no better expert in the area of retirement planning than Natalie Choate. All that were in attendance were given a wealth of information to take back and better serve their clients in the estate planning and retirement planning needs. It is by attending events like this from nationally renown experts that MH is able to ensure we stay abreast of the complicated areas of IRA’s and other retirement accounts and how they should work with your estate plan.” Mr Wilson also added regarding Ms Choate, “A presenter who personifies ‘professional’.” Mrs. Claus stated, “Ms. Choate gave a terrific, comprehensive presentation on planning with retirement assets and charitable giving. Ms. Choate is the preeminent authority on these topics and it was wonderful to talk with her in person.”; and Mr. Miller summarized with, “She was able to take a complicated topic and expertly and entertainingly explain what we need to know to better assist our clients.”
Morris Hall has devoted its practice to estate planning matters for more than 45 years and has been a Member of the American Academy of Estate Planning Attorneys since 1993. Morris Hall is one of only three firms in Arizona to be admitted to academy membership. The firm has helped thousands of clients meet their estate planning goals and pass on meaningful, well-preserved legacies to their loved ones.
To learn more about how you can achieve your estate planning goals, please call 602-249-1328 or visit www.morristrust.com. Media inquiries on estate planning topics are also welcome.
