Make Sure Your Estate Goes to Those You Love.  Register Today for one of these Upcoming Seminars

Effective estate planning is neither a simple one-time event, nor a burdensome, endless task. Nor is it restricted to individuals of a specific age, profession, income or asset base. However, even those who recognize the value of long-term estate planning often have more questions than answers. Get those answers on our Seminars.

Morris Hall is here to help. At our informative seminars, you will find out, in simple terms, how a living trust works and how it will protect against probate, guardianship, creditors and taxes. We will also explain the significant new changes in the law that have affected everyone’s estate plans. Register now and take the first step toward providing financial security for your family’s future and eliminating the uncertainty and confusion surrounding your estate.

Month:Year:
« DEC     JAN » February 2017 MAR »     APR »
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9AM - Jump Start Your Day Q&A with Jim and Leslie - w/ Guest Speaker - ABQ Office, NM

9AM - Jump Start Your Day Q&A with Jim and Leslie - w/ Guest Speaker - ABQ Office, NM

Jim and...
Tuesday, Feb 7, 2017
Time: 9:00am - 10:00am

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10AM - Q&A with Wendy - w/ Guest Speaker- Oro Valley Office, AZ

10AM - Q&A with Wendy - w/ Guest Speaker- Oro Valley Office, AZ

Wednesday, Feb 8, 2017
Time: 10:00am - 11:00am

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10AM - Ask the Attorney Q&A - Burton Barr Library - PHX

10AM - Ask the Attorney Q&A - Burton Barr Library - PHX

Thursday, Feb 9, 2017
Time: 10:00am - 11:00am

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10AM - Tuesday Q&A with Tim - Mesa Office, AZ

10AM - Tuesday Q&A with Tim - Mesa Office, AZ

Tim Hall...
Tuesday, Feb 14, 2017
Time: 10:00am - 11:00am

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1:30pm - Q&A with Andrea - Civic Center Library - Scottsdale, AZ

1:30pm - Q&A with Andrea - Civic Center Library - Scottsdale, AZ

Andrea Claus...
Tuesday, Feb 21, 2017
Time: 1:30pm - 2:30pm

1:30pm Q&A Discussion with Dave - Rio Vista Center - Peoria, AZ

1:30pm Q&A Discussion with Dave - Rio Vista Center - Peoria, AZ

Tuesday, Feb 21, 2017
Time: 1:30pm - 2:30pm

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9AM - Wednesdays with Wendy - w/ Guest Speaker - Tucson Office, AZ

9AM - Wednesdays with Wendy - w/ Guest Speaker - Tucson Office, AZ

Wendy Harn...
Wednesday, Feb 22, 2017
Time: 9:00am - 10:00am

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9AM - How tax plans of President Trump and GOP Differ - Carefree Office, AZ

9AM - How tax plans of President Trump and GOP Differ - Carefree Office, AZ

Alternate time...
Thursday, Feb 23, 2017
Time: 9:00am - 10:30am

EVENT CLOSED 1:30pm - How tax plans of President Trump and GOP Differ - Carefree Office, AZ

EVENT CLOSED 1:30pm - How tax plans of President Trump and GOP Differ - Carefree Office, AZ

EVENT FULL Alternate...
Thursday, Feb 23, 2017
Time: 1:30pm - 3:00pm

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Estate Planning (EP) Sponsor/Expo Q&A w/ an MH Attorney

9AM - Jump Start Your Day Q&A with Jim and Leslie - w/ Guest Speaker - ABQ Office, NM

Tuesday, Feb 7, 2017 -

Time: 9:00am - 10:00am

Jim and Leslie invite you to a monthly Q&A discussion.  Feel free to bring friends, neighbors and family members. Light refreshments provided.

Guest Speaker: Andres Casas
Andres is the Market Leader for the Wealth Management Group within the Bank of the West. He will be speaking on the different strategies available and questions you should ask. Like:
•    How does your Retirement/Income Plan align with your Estate and Tax Plan?
•    How to include Social Investing in your Legacy Plan?
•    What are the benefits of a Corporate Trustee over a family member?
•    Has your Financial Advisor been transparent about your Investment Fees?
•    Are you working with a Fiduciary Specialist? What are the benefits of working with a Fiduciary Specialist?

Jim and Leslie want to be available for clients and those with questions about estate planning.
Ask questions, such as:
●   How does my IRA and trust work together?
●   How do I pay for long-term care?
●   What health care documents do I need?
●   Can I plan for potential estate tax changes now?
●   What is the estate tax exemption?
●   What will happen to my small business when I die?
●   How do my kids/loved ones manage my estate when I pass?

Tues, February 7th at 9am

ABQ office: 9400 Holly Ave NE, Building 3, Suite B, Albuquerque, NM 87122  Map


Location

Morris Hall, PLLC
9400 Holly Ave NE, Building 3, Suite B
Albuquerque, NM 87122


Event Fees:

$ 0.00 Seat

Registration is closed for this event.
For more information or questions, please email:
events@morristrust.com

10AM - Q&A with Wendy - w/ Guest Speaker- Oro Valley Office, AZ

Wednesday, Feb 8, 2017 -

Time: 10:00am - 11:00am

Wednesdays with Wendy

Special Guest Speaker:
Rebecca West - From Mountain View Retirement Village
Discussing the Benefits and Myths of Independent and Assisted Living 

Wendy invites you to a monthly Q&A discussion.  She will be fielding questions regarding estate planning techniques. Feel free to bring friends, neighbors and family members. Light refreshments provided.

We believe in being available to answer any questions you may have about estate planning.

Ask questions, such as:
•    Should I give copies of my documents to someone?
•    How will my successor trustee access my accounts after I pass?
•    Should all of my assets be titled in the name of my trust?
•    How do I make changes to my trust?
•    Other questions you might have?

Wed, Feb 8th at 10AM-11AM

10371 N Oracle Rd, 1st Floor, #203, Oro Valley, AZ 85737  Map

See you there.


Location

Morris Hall Oro Valley Office
10371 N Oracle Rd, 1st floor, Room 203
Oro Valley, AZ 85737


Event Fees:

$ 0.00 Seat

Registration is closed for this event.
For more information or questions, please email:
events@morristrust.com

10AM - Ask the Attorney Q&A - Burton Barr Library - PHX

Thursday, Feb 9, 2017 -

Time: 10:00am - 11:00am

Ask the Attorney with Andrea  -  Monthly Group Q&A Event

10am - light refreshments provided.

Morris Hall believes in being available to help clear up any confusion with estate planning.  This is the perfect opportunity to get some of those little "nagging" questions answered.  Such as:

•    Should I give copies of my documents to someone?
•    How will my successor trustee access my accounts after I pass?
•    Should all of my assets be titled in the name of my trust?
•    How do I make changes to my trust?
•    Other questions you might have

Burton Barr Library - 1221 N Central Ave, 1st Floor, Room B (Map)
Phoenix, AZ 85004


Location

Burton Barr Phoenix Public Library - 1st Floor, Room B
1221 N Central Ave
Phoenix, AZ 85004


Event Fees:

$ 0.00 Seat

Registration is closed for this event.
For more information or questions, please email:
events@morristrust.com

10AM - Tuesday Q&A with Tim - Mesa Office, AZ

Tuesday, Feb 14, 2017 -

Time: 10:00am - 11:00am

Tim Hall invites you to a monthly Q&A discussion.  He will be answering questions regarding estate planning techniques. Feel free to bring friends, neighbors and family members. Light refreshments provided.

We believe in being available to answer any questions you may have about estate planning.

Ask questions, such as:
•    Should I give copies of my documents to someone?
•    How will my successor trustee access my accounts after I pass?
•    Should all of my assets be titled in the name of my trust?
•    How do I make changes to my trust?
•    Other questions you might have

Tues, Feb 14th at 10AM

1129 S Oakland Dr, Ste 102, Mesa, AZ 85206   Map

See you there.


Location

MH Mesa Office
1129 S Oakland Dr, Ste 102
Mesa, AZ 85206


Event Fees:

$ 0.00 Seat

Registration is closed for this event.
For more information or questions, please email:
events@morristrust.com

1:30pm - Q&A with Andrea - Civic Center Library - Scottsdale, AZ

Tuesday, Feb 21, 2017 -

Time: 1:30pm - 2:30pm

Andrea Claus invites you to a monthly Q&A discussion.  She will be fielding questions regarding estate planning techniques. Feel free to bring friends, neighbors and family members. Light refreshments provided.

Ask questions, such as:

•    Should I give copies of my documents to someone?
•    How will my successor trustee access my accounts after I pass?
•    Should all of my assets be titled in the name of my trust?
•    How do I make changes to my trust?
•    Other questions you might have

Tues, Feb 21st at 1:30pm:  Civic Center Library - (Gold Room)
3839 N Drinkwater Blvd, Scottsdale, AZ 85251  (Map)

See you there.


Location

Civic Center Library (Gold Room)
3839 N Drinkwater Blvd
Scottsdale, AZ 85251


Event Fees:

$ 0.00 Seat

Registration is closed for this event.
For more information or questions, please email:
events@morristrust.com

1:30pm Q&A Discussion with Dave - Rio Vista Center - Peoria, AZ

Tuesday, Feb 21, 2017 -

Time: 1:30pm - 2:30pm

Discussion with Dave - Monthly Q&A

Ask questions and learn from other question and answers. Enjoy light refreshments.

We believe in being available to answer questions about estate planning.

Ask questions, such as:

•    Should I give copies of my documents to someone?
•    How will my successor trustee access my accounts after I pass?
•    Should all of my assets be titled in the name of my trust?
•    How do I make changes to my trust?
•    Other questions you might have

Friends, neighbors and family members are also welcome to attend.

Tuesday, February 21st at 1:30 pm - 2:30 pm

Peoria Rio Vista Recreation Center  (Riverside Room)
(Located on Rio Vista Drive, in the building across from the skate park)
8866 W Thunderbird Rd
Peoria, AZ 85381 (Map)


Location

Peoria Rio Vista Recreation Center  
8866 W Thunderbird Rd
Peoria, AZ 85381


Event Fees:

$ 0.00 Seat

Registration is closed for this event.
For more information or questions, please email:
events@morristrust.com

9AM - Wednesdays with Wendy - w/ Guest Speaker - Tucson Office, AZ

Wednesday, Feb 22, 2017 -

Time: 9:00am - 10:00am

Wendy Harn invites you to a monthly Q&A discussion.  She will be fielding questions regarding estate planning techniques.

Special Guest Speaker: Rebecca West
From Mountain View Retirement Village
Discussing the Benefits and Myths of Independent and Assisted Living

Wendy will also be available to answer questions, such as:
•    Should I give copies of my documents to someone?
•    How will my successor trustee access my accounts after I pass?
•    Should all of my assets be titled in the name of my trust?
•    How do I make changes to my trust?
•    Other questions you might have?

Wed, Feb 22nd at 9am

4380 N Campbell Ave, Ste 205, Tucson, AZ 85718  (Map)

Feel free to bring friends, neighbors and family members. Light refreshments provided.


Location

MH Tucson Office
4380 N Campbell Ave, Ste 205
Tucson, AZ 85718


Event Fees:

$ 0.00 Seat

Registration is closed for this event.
For more information or questions, please email:
events@morristrust.com

9AM - How tax plans of President Trump and GOP Differ - Carefree Office, AZ

Thursday, Feb 23, 2017 -

Time: 9:00am - 10:30am

Alternate time - 1:30pm, please see calendar - SEATS ARE LIMITED, PRE-REGISTER

How do the tax plans of President Trump and the House GOP Differ?
How will they affect you, your spouse and your family?
Presented By: West Hunsaker - MH Attorney and Partner
at the Morris Hall Carefree Office

There are similarities between President Trump’s plan and the Canadian estate tax structure, including where the capital gains tax is imposed on 50% of the appreciation from the tax basis of the decedent immediately upon death.
While there is still a great amount of uncertainty, it is important to understand and recognize how these items could affect you and your family, and to know what tools are available to you today, regardless of the outcome.
Are we moving to a Canadian System?  West will outline these proposals and how to prepare and protect you and your family from changes that are sure to come through future administrations.

Thurs, Feb 23rd at 9am OR 1:30pm at the Carefree Office: 7208 E Cave Creek Rd. Ste A, Carefree, AZ 85331 (Map)

To RSVP, click the REGISTER button below, or call 480.455.3693.


Location

MH Carefree Office
7208 E Cave Creek Rd, Ste A
Carefree, AZ 85331


Event Fees:

$ 0.00 Seat

Registration is closed for this event.
For more information or questions, please email:
events@morristrust.com

EVENT CLOSED 1:30pm - How tax plans of President Trump and GOP Differ - Carefree Office, AZ

Thursday, Feb 23, 2017 -

Time: 1:30pm - 3:00pm

EVENT FULL Alternate time - 9am, please see calendar - SEATS ARE LIMITED, PRE-REGISTER

How do the tax plans of President Trump and the House GOP Differ?
How will they affect you, your spouse and your family?
Presented By: West Hunsaker - MH Attorney and Partner
at the Morris Hall Carefree Office

There are similarities between President Trump’s plan and the Canadian estate tax structure, including where the capital gains tax is imposed on 50% of the appreciation from the tax basis of the decedent immediately upon death.
While there is still a great amount of uncertainty, it is important to understand and recognize how these items could affect you and your family, and to know what tools are available to you today, regardless of the outcome.
Are we moving to a Canadian System? West will outline these proposals and how to prepare and protect you and your family from changes that are sure to come through future administrations.

Thurs, Feb 23rd at 9am OR 1:30pm at the Carefree Office: 7208 E Cave Creek Rd. Ste A, Carefree, AZ 85331 (Map)

To RSVP, click the REGISTER button below, or call 480.455.3693.


Location

MH Carefree Office
7208 E Cave Creek Rd, Ste A
Carefree, AZ 85331


Event Fees:

Registration is closed for this event.
For more information or questions, please email:
events@morristrust.com

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