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

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

Jim and...
Tuesday, May 2, 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, May 3, 2017
Time: 10:00am - 11:00am

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10AM - Q&A with Tim and Guest Speaker - Solterra Senior Living Center in Chandler, AZ

10AM - Q&A with Tim and Guest Speaker - Solterra Senior Living Center in Chandler, AZ

Tuesday, May 16, 2017
Time: 10:00am - 11:00am

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10AM - Ask the Attorney Q&A with Guest Speaker - Burton Barr Library - PHX, AZ

10AM - Ask the Attorney Q&A with Guest Speaker - Burton Barr Library - PHX, AZ

Wednesday, May 17, 2017
Time: 10:00am - 11:00am

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5:30PM - Make-A-Wish Experience - The Parsons Wish House - Scottsdale, AZ

5:30PM - Make-A-Wish Experience - The Parsons Wish House - Scottsdale, AZ

Thursday, May 18, 2017
Time: 5:30pm - 6:30pm

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10AM - Join Jon for the Basics of Estate Planning - Mary D. Fisher Theatre - Sedona, AZ

10AM - Join Jon for the Basics of Estate Planning - Mary D. Fisher Theatre - Sedona, AZ

Jon Linford...
Tuesday, May 23, 2017
Time: 10:00am - 11:00am

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, May 23, 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, May 24, 2017
Time: 9:00am - 10:00am

9AM - Join Jon for a Q&A - Prescott Office, AZ

9AM - Join Jon for a Q&A - Prescott Office, AZ

Jon Linford invites...
Wednesday, May 24, 2017
Time: 9:00am - 10:00am

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

Wednesday, May 24, 2017
Time: 1:30pm - 2:30pm

6PM - Tim Hall and Financial Presentation - Solterra Senior Living Center in Chandler, AZ

6PM - Tim Hall and Financial Presentation - Solterra Senior Living Center in Chandler, AZ

Wednesday, May 24, 2017
Time: 6:00pm - 7:00pm

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

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

Tuesday, May 2, 2017 -

Time: 9:00am - 10:00am

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

They will give insight on the recent Albuquerque Journal article, WHO GUARDS THE GUARDIANS.
Ask questions, such as:

●   How can I ensure my estate plan will hold up in court, if it is contested?
●   If I became incapacitated would I need a legal guardian?
●   What is being done to close the apparent loopholes in NM guardianship/conservator and probate laws?
●   How can an estate plan can go wrong?
●   How is Morris Hall, PLLC’s approach to its estate planning practice different from other firms?

Tues, May 2nd 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 - Q&A with Wendy w/ Guest Speaker - Oro Valley Office, AZ

Wednesday, May 3, 2017 -

Time: 10:00am - 11:00am

Monthly Q & A with Wendy -  RSVP below!

With Guest Speaker Donja Cluff, Pre-Planning Advisor from Dignity
Speaking on: Benefits you should know of when preplanning a funeral.

Attorney, Wendy 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:
•     How can funeral pre-planning be part of your estate plan?
•     Do I need an AB trust?
•     How often should my estate plan be reviewed?
•     Will my trust documents also indicate what my final wishes are?
•     What is a beneficiary deed?

Wed, May 3rd 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

10AM - Q&A with Tim and Guest Speaker - Solterra Senior Living Center in Chandler, AZ

Tuesday, May 16, 2017 -

Time: 10:00am - 11:00am

Monthly Q & A with Tim -  RSVP below!

With Guest Speaker Tim Kerrigan, JD, MBA from Clark Street Financial
Speaking on Retirement Income Planning: What you need to know to maximize your retirement income.

Family and friends are welcome.

Please join Tim at Solterra Senior Living Center in Chandler.  He has set aside this time allowing you to ask any questions, such as:
• When should I have my retirement plan and estate plan reviewed?
• Who needs to be introduced to my attorney and financial planner?
• If I have a trust, do I need a will?
• How do I change my named executor?

Solterra Senior Living Center - in the Multi Purpose Room
350 S Alma School Rd
Chandler, AZ 85224 (Map)

Please RSVP, as seating is limited! Click the REGISTER button below, or call 480-385-1700.


Location

Solterra Senior Living Center
350 S Alma School Rd
Chandler, AZ 85224


Event Fees:

$ 0.00 Complimentary

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

10AM - Ask the Attorney Q&A with Guest Speaker - Burton Barr Library - PHX, AZ

Wednesday, May 17, 2017 -

Time: 10:00am - 11:00am

Ask the Attorney with Andrea  -  Q&A Group Event

With Guest Speaker Marshall Miller - Speaking on: How to create a Contingency Day Plan

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:

•    When should you have your retirement plan and your estate plan reviewed?
•    Who needs to be introduced to your attorney and financial planner?
•    If I have a trust, do I need a will?
•    How do I change my named executor?
•    What is the presidential candidate’s Estate Tax proposal?

Burton Barr Library - 1221 N Central Ave, 1st Floor, Room B (Map)
Light refreshments provided

To RSVP, click the REGISTER button below, or call 602.249-1328


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

5:30PM - Make-A-Wish Experience - The Parsons Wish House - Scottsdale, AZ

Thursday, May 18, 2017 -

Time: 5:30pm - 6:30pm

"I Am Gentle but Strong-Tyler Hallsey, Wish Kid
make-a-wish-logo

Like Tyler, there are hundreds of Wish Kids every year in Arizona that are gentle but strong. Make-A-Wish’s mission is to grant wishes to children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.
Please join me for a very special experience at the Parsons Wish House for an Evening of Wishes.
-West Hunsaker
Guest Speakers include:
•    Linda Pauling, the mother of the first wish kid, who inspired Make-A-Wish
•    An Arizona Wish Family

Tour the Wish House at its new location. Thurs, May 18th at 5:30pm
at The Parsons Wish House: 2901 N 78th St, Scottsdale, AZ 85251
(Map)
To RSVP, click the REGISTER button below, or call 480.455.3693


Location

The Parsons Wish House
2901 N 78th St
Scottsdale, AZ 85251


Event Fees:

$ 0.00 Seat

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

10AM - Join Jon for the Basics of Estate Planning - Mary D. Fisher Theatre - Sedona, AZ

Tuesday, May 23, 2017 -

Time: 10:00am - 11:00am

Jon Linford invites you to learn about estate planning.  He will be fielding questions regarding estate planning techniques.

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

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?

Mary D. Fisher Theatre: 2030 W AZ-89A, Sedona, AZ 86336 (Map)

RSVP by clicking on the REGISTER button below, or call 928.774.0333


Location

Mary D. Fisher Theatre
2030 W AZ-89A
Sedona, AZ 86336


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, May 23, 2017 -

Time: 1:30pm - 2:30pm

An Afternoon with West - Monthly Q&A at the Carefree Office

with Special Guest Speakers: Jim Vickers & Sandy Perrin from Messinger Mortuaries
Speaking on: Benefits of Advanced Planning as Part of Your Overall Estate Planning.

We invite you to learn about what resources are available to you.  West has also set aside time to answer any additional a questions you might have, such as:
•    How can funeral pre-planning be part of your estate plan?
•    How often should my estate plan be reviewed?
•    Do I need an AB trust?
•    Will my trust documents also indicate what my final wishers are?
•    What is a beneficiary deed?

Tues, May 23rd 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

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

Wednesday, May 24, 2017 -

Time: 9:00am - 10:00am

Monthly Q & A with Wendy -  RSVP below!
With Guest Speaker Corine Doer with Arizona
Speaking on, “Don't Forget Fido!”
  Important tips for your pet.

  Corine will discuss such items as:
•    Heat Safety
•    Exercise
•    What to look for when choosing a boarder
•    Food and treats - what to watch out for
Wendy has set aside time allowing you to ask any additional questions, such as:  
•    How can I include pets in my planning?
•    What is a pet trust and why would I need one?
•    How often should I review my trust if changes have occurred with my pets?

Wed, May 24th 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

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

9AM - Join Jon for a Q&A - Prescott Office, AZ

Wednesday, May 24, 2017 -

Time: 9:00am - 10:00am

Jon Linford invites you ask questions that you might have, 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?

Friends, neighbors and family members are also welcome to attend these group events.  Coffee and light refreshments provided.

Morris Hall Prescott Office - 115 S McCormick St, Ste 4, Prescott, AZ 86303 (Map)

RSVP by clicking the REGISTER button below or call 928-778-2655.


Location

MH Prescott Office
115 S McCormick St, Ste 4
Prescott, AZ 86303


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

Wednesday, May 24, 2017 -

Time: 1:30pm - 2:30pm

Discussion with Dave - Monthly Q&A

With Guest Speaker: Tim Kerrigan, JD, MBA - with Clark Street Financial
Speaking on retirement income planning and what you need to know to maximize your retirement income.

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

•    How does your retirement/income plan align with your estate and tax plan?
•    Has your financial advisor been transparent about your investment fees?
•    When should you have your retirement plan and your estate plan reviewed?
•    Who needs to be introduced to your attorney and financial planner?
•    Can my out of state property be titled in the name of my AZ Trust?

Wednesday, May 24th 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

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

6PM - Tim Hall and Financial Presentation - Solterra Senior Living Center in Chandler, AZ

Wednesday, May 24, 2017 -

Time: 6:00pm - 7:00pm

Please join us for a Special Presentation!
Secure your Legacy

Understand how your estate plan and your financial plan work together, for you, your future and your legacy
Presented by Tim Hall with Tim Kerrigan from Clark Street Financial
Learn What You Need to Know to Maximize Your Retirement Income
Dinner will be provided

Solterra Senior Living Center - in the Dining Room
350 S Alma School Rd
Chandler, AZ 85224 (Map)

Please RSVP, as seating is limited! Click the REGISTER button below, or call 480-385-1700.


Location

Solterra Senior Living Center
350 S Alma School Rd
Chandler, AZ 85224


Event Fees:

$ 0.00 Complimentary

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

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