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:
« JUL     « AUG September 2016 OCT »     NOV »
Sun Mon Tue Wed Thu Fri Sat
        1

2

3

4

5

6

7

8

9

10

11

12

13
8:30am Morning Q&A Albuquerque, NM - MH ABQ Office

8:30am Morning Q&A Albuquerque, NM - MH ABQ Office

Tuesday, Sep 13, 2016
Time: 8:30am - 10:30am

9:00am Women’s Presentation - What to do When Your Spouse Dies Phoenix, AZ - MH PHX Office

9:00am Women’s Presentation - What to do When Your Spouse Dies Phoenix, AZ - MH PHX Office

Presented...
Tuesday, Sep 13, 2016
Time: 9:00am - 10:00am

14
8:30am Wednesdays with Wendy - Oro Valley, AZ - MH Oro Valley Office

8:30am Wednesdays with Wendy - Oro Valley, AZ - MH Oro Valley Office

Wednesday, Sep 14, 2016
Time: 8:30am - 9:30am

15
10:00am Morning Ask the Attorney with Andrea & Ron Phoenix, AZ - Burton Barr Library

10:00am Morning Ask the Attorney with Andrea & Ron Phoenix, AZ - Burton Barr Library

Thursday, Sep 15, 2016
Time: 10:00am - 11:00am

16
1:30pm Afternoon Q&A Anthem, AZ - Anthem Council Civic Building

1:30pm Afternoon Q&A Anthem, AZ - Anthem Council Civic Building

Friday, Sep 16, 2016
Time: 1:30pm - 2:30pm

17

18

19

20
9:00am Women’s Presentation - What to do When Your Spouse Dies - Albuquerque, NM - MH ABQ Office

9:00am Women’s Presentation - What to do When Your Spouse Dies - Albuquerque, NM - MH ABQ Office

Presented...
Tuesday, Sep 20, 2016
Time: 9:00am - 10:00am

10:00am Morning Q&A Mesa, AZ - Morris Hall Mesa Office

10:00am Morning Q&A Mesa, AZ - Morris Hall Mesa Office

Tuesday, Sep 20, 2016
Time: 10:00am - 11:00am

21
9:00am Women’s Presentation - What to do When Your Spouse Dies - Tucson, AZ - Sheraton Tucson

9:00am Women’s Presentation - What to do When Your Spouse Dies - Tucson, AZ - Sheraton Tucson

Presented...
Wednesday, Sep 21, 2016
Time: 9:00am - 10:00am

22

23

24

25

26

27
1PM - CANCELLED - Afternoon with West - Carefree Office

1PM - CANCELLED - Afternoon with West - Carefree Office

Tuesday, Sep 27, 2016
Time: 1:00pm - 1:30pm

9am & 2pm FULL- New time Added 9AM on 9/29 - ABQ - What Happens When You Die

9am & 2pm FULL- New time Added 9AM on 9/29 - ABQ - What Happens When You Die

9am, 2pm and...
Tuesday, Sep 27, 2016
Time: 2:00pm - 3:00pm

3:00pm Afternoon with West - Carefree Office

3:00pm Afternoon with West - Carefree Office

Tuesday, Sep 27, 2016
Time: 3:00pm - 4:00pm

6PM FULL - New time Added 9AM on 9/29 - ABQ - What Happens When You Die

6PM FULL - New time Added 9AM on 9/29 - ABQ - What Happens When You Die

FULL - See newly...
Tuesday, Sep 27, 2016
Time: 6:00pm - 7:30pm

28
8:30am Wednesdays with Wendy Morning Q&A Tucson, AZ - Morris Hall Tucson Office

8:30am Wednesdays with Wendy Morning Q&A Tucson, AZ - Morris Hall Tucson Office

Wednesday, Sep 28, 2016
Time: 8:30am - 9:30am

NEW TIME 1:30pm Afternoon Q&A Peoria, AZ - Peoria Rio Vista Recreation Center

NEW TIME 1:30pm Afternoon Q&A Peoria, AZ - Peoria Rio Vista Recreation Center

Wednesday, Sep 28, 2016
Time: 1:30pm - 2:30pm

29
9:00AM - ABQ - What Happens When You Die - Albuquerque Office

9:00AM - ABQ - What Happens When You Die - Albuquerque Office

New Date Added...
Thursday, Sep 29, 2016
Time: 9:00am - 10:30am

POSTPONED CE 6-Estate Tax Planning Components

POSTPONED CE 6-Estate Tax Planning Components

Continuing...
Thursday, Sep 29, 2016
Time: 11:30am - 1:00pm

30

 
Continuing Education (CE) Estate Planning (EP) Sponsor/Expo Financial Seminars Q&A w/ an MH Attorney Women’s Presentation

8:30am Morning Q&A Albuquerque, NM - MH ABQ Office

Tuesday, Sep 13, 2016 -

Time: 8:30am - 10:30am

Jump Start Your Day with Jim & Leslie

Monthly Donuts & Coffee

8:30am - 10:30am, to say hello, ask a question, 2nd Tuesday of the month

We believe in being available to our clients,  giving them the opportunity to ask any questions  they might have about their estate plan.

•Do beneficiaries have to live in the same state that my trust is in?

•Should I co-own a rental house as community property or put in an LLC?

• What are the guidelines for considering whether my checking or savings account should be funded to my trust?

• Who has access to my HCPOA information?

• What is the cost of trust administration?

No need to register, simply stop by for a quick morning refreshment!


Location

Morris Hall, PLLC Albuquerque Office
9400 Holly Ave NE
Albuquerque, NM 87122


Event Fees:

$ 0.00 Seat

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

9:00am Women’s Presentation - What to do When Your Spouse Dies Phoenix, AZ - MH PHX Office

Tuesday, Sep 13, 2016 -

Time: 9:00am - 10:00am

Presented by MH attorney, Andrea L. Claus
It was published that four out of five women outlive their male counterparts. Regardless of gender statistics, we do not know for sure who will outlive their spouse.  Because it is so important to know “what’s next” with your estate plan, we would like to invite you to our presentation for women: “What To Do When Your Spouse Dies.”  This is a presentation and discussion designed specifically with a surviving spouse’s role in mind.
Learn how estate administration works and what needs to be done, before and after, the death of a loved one.  You are welcome to bring a family member or a friend so that they, too, can participate in this important conversation.

Seating is limited.  Reserve your place by clicking on the Register button below or call 888.222.1328 during business hours.


Location

Morris Hall, PLLC Phoenix Office
3300 N Central Ave, Ste 900
Phoenix, AZ 85012


Event Fees:

$ 0.00 Seat

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

8:30am Wednesdays with Wendy - Oro Valley, AZ - MH Oro Valley Office

Wednesday, Sep 14, 2016 -

Time: 8:30am - 9:30am

Wednesdays with Wendy

Monthly Q & A

8:30am - 9:30am, to say hello, ask a question, stop by with family or friends with questions too

We believe in being available to our clients,  giving them the opportunity to ask any questions  they might have about their estate plan.

  • •Do beneficiaries have to live in the same state that my trust is in?

    •Should I co-own a rental house as community property or put in an LLC?

    • What are the guidelines for considering whether my checking or savings account should be funded to my trust?

    • Who has access to my HCPOA information?

    • What is the cost of trust administration?

No need to register, simply stop by for a quick refreshment!


Location

Morris Hall Oro Valley Office
10371 N Oracle Rd, Conference Room
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

10:00am Morning Ask the Attorney with Andrea & Ron Phoenix, AZ - Burton Barr Library

Thursday, Sep 15, 2016 -

Time: 10:00am - 11:00am

Ask An Attorney with  Andrea & Ron

Monthly Q & A

10:00am - 11:00am, to say hello, ask a question, Thursday

We believe in being available to our clients,  giving them the opportunity to ask any questions  they might have about their estate plan.

This is the perfect opportunity to get some of those little "nagging" questions answered:

  • •Do beneficiaries have to live in the same state that my trust is in?

    •Should I co-own a rental house as community property or put in an LLC?

    • What are the guidelines for considering whether my checking or savings account should be funded to my trust?

    • Who has access to my HCPOA information?

    • What is the cost of trust administration?

No need to register, simply stop by for a quick refreshment!


Location

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


Event Fees:

$ 0.00 Seat

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

1:30pm Afternoon Q&A Anthem, AZ - Anthem Council Civic Building

Friday, Sep 16, 2016 -

Time: 1:30pm - 2:30pm

Afternoon with West

Monthly Donuts & Coffee

1:30pm - 2:30pm, to say hello, ask a question, Friday

We believe in being available to our clients,  giving them the opportunity to ask any questions  they might have about their estate plan.

  • •Do beneficiaries have to live in the same state that my trust is in?

    •Should I co-own a rental house as community property or put in an LLC?

    • What are the guidelines for considering whether my checking or savings account should be funded to my trust?

    • Who has access to my HCPOA information?

    • What is the cost of trust administration?

No need to register, simply stop by for a quick morning refreshment!


Location

North Valley Regional Library –Anthem
40410 N Gavilan Peak Pkwy
Anthem, AZ 85086


Event Fees:

$ 0.00 Seat

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

9:00am Women’s Presentation - What to do When Your Spouse Dies - Albuquerque, NM - MH ABQ Office

Tuesday, Sep 20, 2016 -

Time: 9:00am - 10:00am

Presented by MH attorney, Leslie M. Thompson

It was published that four out of five women outlive their male counterparts. Regardless of gender statistics, we do not know for sure who will outlive their spouse. Because it is so important to know “what’s next” with your estate plan, we would like to invite you to our presentation for women: “What To Do When Your Spouse Dies.” This is a presentation and discussion designed specifically with a surviving spouse’s role in mind.
Learn how estate administration works and what needs to be done, before and after, the death of a loved one. You are welcome to bring a family member or a friend so that they, too, can participate in this important conversation.
Morris Hall ABQ Office, 9400 Holly Ave. NE, Bldg. 3, Ste. B, Alb (Map)
Seating is limited. Reserve your place by clicking on the Register button below or call 505.889.0100 during business hours.


Location

Morris Hall, PLLC Albuquerque Office
9400 Holly Ave NE
Albuquerque, NM 87122


Event Fees:

$ 0.00 Seat

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

10:00am Morning Q&A Mesa, AZ - Morris Hall Mesa Office

Tuesday, Sep 20, 2016 -

Time: 10:00am - 11:00am

Tuesday Time with Tim

Monthly Donuts & Coffee

10:00am - 11:00am, to say hello, ask a question

We believe in being available to our clients,  giving them the opportunity to ask any questions  they might have about their estate plan.

  • •Do beneficiaries have to live in the same state that my trust is in?

    •Should I co-own a rental house as community property or put in an LLC?

    • What are the guidelines for considering whether my checking or savings account should be funded to my trust?

    • Who has access to my HCPOA information?

    • What is the cost of trust administration?

No need to register, simply stop by for a quick morning refreshment!


Location

Morris Hall Mesa Office
1129 S Oakland Dr., Suite 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

9:00am Women’s Presentation - What to do When Your Spouse Dies - Tucson, AZ - Sheraton Tucson

Wednesday, Sep 21, 2016 -

Time: 9:00am - 10:00am

Presented by MH attorney, Wendy W. Harn
It was published that four out of five women outlive their male counterparts. Regardless of gender statistics, we do not know for sure who will outlive their spouse. Because it is so important to know “what’s next” with your estate plan, we would like to invite you to our presentation for women: “What To Do When Your Spouse Dies.” This is a presentation and discussion designed specifically with a surviving spouse’s role in mind.
Learn how estate administration works and what needs to be done, before and after, the death of a loved one. You are welcome to bring a family member or a friend so that they, too, can participate in this important conversation.
Sheraton Tucson Hotel & Suites: 5151 East Grant Road, Tucson (Map)

Seating is limited. Reserve your place by clicking on the Register button below or call 520-320-5100 during business hours.


Location

Sheraton Tucson Hotel & Suites
5151 E Grant Rd
Tucson, AZ 85712


Event Fees:

$ 0.00 0

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

1PM - CANCELLED - Afternoon with West - Carefree Office

Tuesday, Sep 27, 2016 -

Time: 1:00pm - 1:30pm

This event is cancelled.  Feel free to attend the 3pm event, same day.

After Lunch with West

1:00pm - 2:00pm - Monthly Q & A

We believe in being available and want to give the community the opportunity to ask any questions you may have about estate planning.

• Do beneficiaries have to live in the same state that my trust is in?
• Should I co-own a rental house as community property or put in an LLC?
• What are the guidelines for considering whether my checking or savings account should be funded to my trust?
• Who has access to my HCPOA information?
• What is the cost of trust administration?


Location

Morris Hall Carefree Office
7208 E Cave Creek Rd., Suite A
Cave Creek, AZ 85331


Event Fees:

$ 0.00 Seat

9am & 2pm FULL- New time Added 9AM on 9/29 - ABQ - What Happens When You Die

Tuesday, Sep 27, 2016 -

Time: 2:00pm - 3:00pm

9am, 2pm and 6pm are FULL - New date added 9/29 at 9am - Click here to register or call 505-889-0100

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

When You Die: What a Trust Does for You and Those You Love 

An event to benefit you, your spouse and your loved ones.  There are many questions regarding the necessity of a trust and the benefits it provides to you and your family.  The most commonly asked questions are: Why do I need an estate plan? How do I put my estate plan into action? How will my living trust protect me and my loved ones? You may even be uncertain of the steps that must be taken after a death in the family, or perhaps you want to use the protections a trust provides during your lifetime.

Attend this event to learn the answers to these questions and more from Jim & Leslie.
- What your trust documents can do for you in the event of: Divorce, Remarriage or Incapacity
- Receiving government benefits and paying for long-term care
- Eliminate or minimize state & federal estate taxes, income and capital gains taxes
- What living probate is and why it is important to avoid
- What death probate is and how it tears families apart
- How to put a living trust into action after a death
- What should your beneficiaries and trustees do after your death?

Bring your beneficiaries, trustees, friends and family: They need to know what to do after a death and the various benefits and protections your estate plan provides to you and your loved ones.


Location

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


Event Fees:

$ 0.00 Complimentary

3:00pm Afternoon with West - Carefree Office

Tuesday, Sep 27, 2016 -

Time: 3:00pm - 4:00pm

Afternoon with West

 Monthly Q & A

3:00pm - 4:00pm, drop by to say hello, ask a question, grab a snack.

We believe in being available to our clients,  giving them the opportunity to ask any questions they may have about their estate plan.

• Do beneficiaries have to live in the same state that my trust is in?
• Should I co-own a rental house as community property or put in an LLC?
• What are the guidelines for considering whether my checking or savings account should be funded to my trust?
• Who has access to my HCPOA information?
• What is the cost of trust administration?

No need to register, simply stop by.


Location

Morris Hall Carefree Office
7208 E Cave Creek Rd., Suite A
Cave Creek, AZ 85331


Event Fees:

$ 0.00 Seat

6PM FULL - New time Added 9AM on 9/29 - ABQ - What Happens When You Die

Tuesday, Sep 27, 2016 -

Time: 6:00pm - 7:30pm

FULL - See newly added time on 9/29 @ 9am - Click Here to Register or call 505-889-0100

When You Die: What a Trust Does for You and Those You Love 

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

An event to benefit you, your spouse and your loved ones -  There are many questions regarding the necessity of a trust and the benefits it provides to you and your family.  The most commonly asked questions are: Why do I need an estate plan? How do I put my estate plan into action? How will my living trust protect me and my loved ones? You may even be uncertain of the steps that must be taken after a death in the family, or perhaps you want to use the protections a trust provides during your lifetime.

Attend this event to learn the answers to these questions and more from Jim & Leslie
- What your trust documents can do for you in the event of: Divorce, Remarriage or Incapacity
- Receiving government benefits and paying for long-term care
- Eliminate or minimize state & federal estate taxes, income and capital gains taxes
- What living probate is and why it is important to avoid
- What death probate is and how it tears families apart
- How to put a living trust into action after a death
- What should your beneficiaries and trustees do after your death?

Bring your beneficiaries, trustees, friends and family: They need to know what to do after a death and the various benefits and protections your estate plan provides to you and your loved ones.


Location

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


Event Fees:

$ 0.00 Complimentary

8:30am Wednesdays with Wendy Morning Q&A Tucson, AZ - Morris Hall Tucson Office

Wednesday, Sep 28, 2016 -

Time: 8:30am - 9:30am

Wednesdays with Wendy

Monthly Donuts & Coffee

8:30am - 9:30am, to say hello, ask a question

We believe in being available to our clients,  giving them the opportunity to ask any questions  they might have about their estate plan.

  • •Do beneficiaries have to live in the same state that my trust is in?

    •Should I co-own a rental house as community property or put in an LLC?

    • What are the guidelines for considering whether my checking or savings account should be funded to my trust?

    • Who has access to my HCPOA information?

    • What is the cost of trust administration?

No need to register, simply stop by for a quick morning refreshment!


Location

Morris Hall Tuscon Office
4380 N Campbell Ave, Suite 205
Tucson, AZ 85718


Event Fees:

$ 0.00 Seat

NEW TIME 1:30pm Afternoon Q&A Peoria, AZ - Peoria Rio Vista Recreation Center

Wednesday, Sep 28, 2016 -

Time: 1:30pm - 2:30pm

Discussion with Dave

Monthly Donuts & Coffee

1:30pm - 2:30pm, to say hello, ask a question, last Wednesday of the month

We believe in being available to our clients,  giving them the opportunity to ask any questions  they might have about their estate plan.

  • •Do beneficiaries have to live in the same state that my trust is in?

    •Should I co-own a rental house as community property or put in an LLC?

    • What are the guidelines for considering whether my checking or savings account should be funded to my trust?

    • Who has access to my HCPOA information?

    • What is the cost of trust administration?

No need to register, simply stop by for a quick morning refreshment!


Location

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


Event Fees:

$ 0.00 Seat

9:00AM - ABQ - What Happens When You Die - Albuquerque Office

Thursday, Sep 29, 2016 -

Time: 9:00am - 10:30am

New Date Added - 9/29 at 9am - RSVP below!

When You Die: What a Trust Does for You and Those You Love 

An event to benefit you, your spouse and your loved ones.  There are many questions regarding the necessity of a trust and the benefits it provides to you and your family.  The most commonly asked questions are: Why do I need an estate plan? How do I put my estate plan into action? How will my living trust protect me and my loved ones? You may even be uncertain of the steps that must be taken after a death in the family, or perhaps you want to use the protections a trust provides during your lifetime.

Attend this event to learn the answers to these questions and more from Jim & Leslie.
- What your trust documents can do for you in the event of: Divorce, Remarriage or Incapacity
- Receiving government benefits and paying for long-term care
- Eliminate or minimize state & federal estate taxes, income and capital gains taxes
- What living probate is and why it is important to avoid
- What death probate is and how it tears families apart
- How to put a living trust into action after a death
- What should your beneficiaries and trustees do after your death?

Bring your beneficiaries, trustees, friends and family: They need to know what to do after a death and the various benefits and protections your estate plan provides to you and your loved ones.

Thursday, September 29th at 9:00am

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

Seating is limited. - Call to RSVP at 505-889-0100 or click the register button below.


Location

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


Event Fees:

$ 0.00 Complimentary

POSTPONED CE 6-Estate Tax Planning Components

Thursday, Sep 29, 2016 -

Time: 11:30am - 1:00pm

Continuing Education * Part 6 of 12 Part Series /Estate Tax Planning Components: The Statutory Basics
POSTPONED

11:30 am – 1:00 pm / $25 includes lunch w/ 1 hour credit
We will discuss:
• Statutory Basics
• Basic Estate Tax Planning
• The Applicable Exclusion Amount
• Unlimited Marital Deduction
• Generation-Skipping Transfer Tax


Location

Morris Hall, PLLC - 3300 Tower
3300 N Central Ave, Suite 900
Phoenix, Arizona 85012


Event Fees:

$ 25.00 Ticket

Request a Speaker for Your Event  Request Now!