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.

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Basis is Important in Estate Planning

| Estate Planning, Legal Education | No Comments

When choosing the direction to take in estate planning, it’s important to consider the impact on income tax basis. This article examines the nature of basis and follows an example from acquisition of property to death and looks how basis is adjusted along the way. Since the property is included at death, the basis receives a step-up to the value of the property at death. Upcoming articles will examine how common estate planning strategies impact income tax basis.

Basis is Important in Estate Planning

Planning for Retirement Plans and IRAs: Beneficiary Designation

| Estate Planning, Legal Education | No Comments

Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the estate plan, for many reasons. This article will discuss the importance of beneficiary designations.

Basics of Estate Planning: Powers of Appointment – Part 1

| Estate Planning, Legal Education | No Comments

Trusts can be very flexible. One of the ways to add flexibility is by using powers of appointment. This article will examine what a power of appointment is and how it may be used to add flexibility to a trust. An upcoming article will examine the tax consequences of powers of appointment.

How Are You Planning for Long-Term Care (LTC) Expenses?

| Estate Planning, Legal Education | No Comments

What’s the right direction for you in planning for future medical expenses? The odds are even that you’ll need long-term care (LTC) after age 65, at least for a while. Here are possible paths for covering those potential costs.

How Are You Planning for Long-Term Care (LTC) Expenses?

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.

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