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.

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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, Apr 5, 2017
Time: 10:00am - 11:00am

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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, Apr 11, 2017
Time: 9:00am - 10:00am

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

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

Tim...
Tuesday, Apr 11, 2017
Time: 10:00am - 11:00am

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1:30PM - Q&A with West and Guest Speaker - CAREFREE Office, AZ

1:30PM - Q&A with West and Guest Speaker - CAREFREE Office, AZ

Tuesday, Apr 18, 2017
Time: 1:30pm - 2:30pm

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

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

Tuesday, Apr 25, 2017
Time: 1:30pm - 2:30pm

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9AM - Q&A with Wendy w/ Guest Speaker - Tucson Office, AZ

9AM - Q&A with Wendy w/ Guest Speaker - Tucson Office, AZ

Wednesday, Apr 26, 2017
Time: 9:00am - 10:00am

9AM - How the tax plans of President Trump and the House GOP Differ - ABQ Office, NM

9AM - How the tax plans of President Trump and the House GOP Differ - ABQ Office, NM

Wednesday, Apr 26, 2017
Time: 9:00am - 10:00am

2PM - How the tax plans of President Trump and the House GOP Differ - ABQ Office, NM

2PM - How the tax plans of President Trump and the House GOP Differ - ABQ Office, NM

Wednesday, Apr 26, 2017
Time: 2:00pm - 3:00pm

6PM - How the tax plans of President Trump and the House GOP Differ - ABQ Office, NM

6PM - How the tax plans of President Trump and the House GOP Differ - ABQ Office, NM

Wednesday, Apr 26, 2017
Time: 6:00pm - 7:00pm

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9:30AM - Pet Trust Seminar at AZ Animal Welfare League - Phoenix, AZ

9:30AM - Pet Trust Seminar at AZ Animal Welfare League - Phoenix, AZ

Free Pet...
Friday, Apr 28, 2017
Time: 9:30am - 10:30am

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

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

Wednesday, Apr 5, 2017 -

Time: 10:00am - 11:00am

Monthly Q & A with Wendy -  RSVP below!

Make a Wish AZ ChapterWith Guest Speaker Rob LaMaster from Make-A-Wish Foundation of Arizona
Speaking on “Why a Wish?”

Attorney Wendy Wells Harn, will be fielding questions regarding concerns people have about a Will, Trust or other Estate Planning techniques. Family and friends are welcome.  Ask questions, such as:
•  Should a spouse or the trust be first on my IRA beneficiary designation? How does my IRA and trust work together?
•  Why would joint tenancy or transfer on death not be advisable?
•  What specific issues should a small business owner consider when drafting an estate plan? What will happen when I pass?
•  Should my vehicles be titled to my Trust?
•  Do I need an AB Trust?
•  Is it okay to add my son/daughter to my bank account/house deed?
•  What is a beneficiary deed?
•  How do we pay for long-term care?

Wed, April 5th at 10:00am

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

Call to RSVP at 520-320-5100 or click the REGISTER button below.


Location

MH Oro Valley Office
10371 N Oracle Rd, 1st floor, Conference Room 203
Oro Valley, AZ 85737


Event Fees:

$ 0.00 Complimentary

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

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

Tuesday, Apr 11, 2017 -

Time: 9:00am - 10:00am

Jim and Leslie invite you to a monthly Q&A discussion.  Register below.

Guest Speaker: Gail Rubin, CT, The Doyenne of Death,
helps get end-of-life and funeral planning conversations started, with a light touch on a serious subject.
Speaking on The End of Life Topics no one wants to talk about.

Jim and Leslie will also be available for additional questions about estate planning.
Ask questions, such as:

●   Will my estate plan protect my assets if I need long-term care?
●   How do I pay for long-term care?
●   What health care documents do I need?
●   If I became incapacitated would I need a legal guardian?
●   Does my successor trustee know how to administer my estate?

Tues, April 11th at 9am
ABQ office: 9400 Holly Ave NE, Building 3, Suite B, Albuquerque, NM 87122  Map

Feel free to bring friends, neighbors and family members. Light refreshments provided.
To RSVP, click the Register button below.


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

Tuesday, Apr 11, 2017 -

Time: 10:00am - 11:00am

Tim Hall invites you to a monthly Q&A discussion. - Seats fill up fast - RSVP REQUIRED

He will be answering questions regarding estate planning techniques.
Ask questions, such as
●   How often should my estate plan be reviewed?
●   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?
●   Will my estate plan protect my assets if I need long-term care?
●   How do I pay for long-term care?

Tues, April 11th at 10AM - 1129 S Oakland Dr, Ste 102, Mesa, AZ 85206   Map

RSVP by clicking the Register button below.


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 West and Guest Speaker - CAREFREE Office, AZ

Tuesday, Apr 18, 2017 -

Time: 1:30pm - 2:30pm

An Afternoon with West
Monthly Q&A at the Carefree Office - with Special Guest Speaker Shelby Donley
Owner of Camelback Odyssey Travel - Speaking on ways that you can travel like a star without a million dollar budget.

After Shelby speaks, West invites you to also ask questions, such as:
•  How often should my estate plan be reviewed?
•  Should my vehicles be titled to my trust?
•  Do I need an AM trust?
•  Is it okay to add my son/daughter on my bank account or house deed?
•  What is a beneficiary deed?

Tues, April 18th at 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

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

Tuesday, Apr 25, 2017 -

Time: 1:30pm - 2:30pm

Discussion with Dave - Monthly Q&A

With Guest Speaker: Marshall Miller
Speaking on the importance of long-term care concerns

Dave has also set aside time to answer any additional estate planning questions you have, such as:

•    Should my vehicle be titled in the name of the Trust?
•    How will my successor trustee access my accounts after I pass?
•    Is it okay to add my son/daughter to my bank account?
•    How often should I have my plan reviewed?
•    Can my out of state property be titled in the name of my AZ Trust?

Tuesday, April 25th at 1:30 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)

To RSVP, click the REGISTER button below, or call 602.249.1328


Location

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


Event Fees:

$ 0.00 Seat

9AM - Q&A with Wendy w/ Guest Speaker - Tucson Office, AZ

Wednesday, Apr 26, 2017 -

Time: 9:00am - 10:00am

Monthly Q & A with Wendy -  RSVP below!
With Guest Speaker Rob LaMaster from Make-A-Wish Foundation of Arizona
Speaking on “Why a Wish?”

Attorney Wendy Wells Harn, will be fielding questions regarding concerns many people have when contemplating a Will, Trust or other Estate Planning techniques.  You are welcome to invite family or friends to attend and bring their questions too.  Ask questions, such as:
•  Should a spouse or the trust be first on my IRA beneficiary designation? How does my IRA and trust work together?
•  Why would joint tenancy or transfer on death not be advisable?
•  What specific issues should a small business owner consider when drafting an estate plan? What will happen when I pass?
•  Should my vehicles be titled to my Trust?
•  Do I need an AB Trust?
•  Is it okay to add my son/daughter to my bank account/house deed?
•  What is a beneficiary deed?
•  How do we pay for long-term care?

Wed, April 26th at 9:00am

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

Call to RSVP at 520-320-5100 or click the REGISTER button below.


Location

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


Event Fees:

$ 0.00 Complimentary

9AM - How the tax plans of President Trump and the House GOP Differ - ABQ Office, NM

Wednesday, Apr 26, 2017 -

Time: 9:00am - 10:00am

tax fam picU.S. Tax law usually evolves slowly, but there appears to be an increased likelihood that significant tax reform will occur in the near future. If either form of the currently proposed tax reform plans are passed, it will become critical to review your existing estate plan. It is important to understand both the similarities and the differences in the two proposed tax reform plans currently under consideration by our nation’s lawmakers.

Wed, April 26th at 9am

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

You are invited to learn more.  To RSVP, click the Register button below or call 505-338-2924.


Location

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


Event Fees:

$ 0.00 Seat

2PM - How the tax plans of President Trump and the House GOP Differ - ABQ Office, NM

Wednesday, Apr 26, 2017 -

Time: 2:00pm - 3:00pm

tax fam picU.S. Tax law usually evolves slowly, but there appears to be an increased likelihood that significant tax reform will occur in the near future. If either form of the currently proposed tax reform plans are passed, it will become critical to review your existing estate plan. It is important to understand both the similarities and the differences in the two proposed tax reform plans currently under consideration by our nation’s lawmakers.

Wed, April 26th at 2pm

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

You are invited to learn more.  To RSVP, click the Register button below or call 505-338-2924.


Location

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


Event Fees:

$ 0.00 Seat

6PM - How the tax plans of President Trump and the House GOP Differ - ABQ Office, NM

Wednesday, Apr 26, 2017 -

Time: 6:00pm - 7:00pm

tax fam picU.S. Tax law usually evolves slowly, but there appears to be an increased likelihood that significant tax reform will occur in the near future. If either form of the currently proposed tax reform plans are passed, it will become critical to review your existing estate plan. It is important to understand both the similarities and the differences in the two proposed tax reform plans currently under consideration by our nation’s lawmakers.

Wed, April 26th at 6pm

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

You are invited to learn more.  To RSVP, click the Register button below or call 505-338-2924.


Location

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


Event Fees:

$ 0.00 Seat

9:30AM - Pet Trust Seminar at AZ Animal Welfare League - Phoenix, AZ

Friday, Apr 28, 2017 -

Time: 9:30am - 10:30am

Free Pet Trust Seminar - RSVP Required -
Arizona Animal Welfare League, Main Campus
25 N 40th St, Phoenix, AZ 85034
puppy dog
Through the years, your beloved pets have provided you with companionship, love and comfort. Have you made plans for them if something happens to you? If you have to go to an extended care facility or if you pass away, does your family know what your wishes are concerning your pets? This presentation will cover the basics of estate planning for you and your pets, the need to decide who will care for them, and how to set up a Pet Trust.  A light breakfast will be provided.

Doors open at 9:00 am - Speaker: Andrea Claus, Attorney at Law, Morris Hall PLLC, an Estate Planning Law Firm

RSVP: Email development@aawl.org
or call 602 273-6852 x106
or visit: www.aawl.org/PetTrust


Location

Arizona Animal Welfare League, Main Campus
25 N 40th St
Phoenix, AZ 85034


Event Fees:

Request a Speaker for Your Event  Request Now!