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 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, Mar 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, Mar 8, 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...
Tuesday, Mar 14, 2017
Time: 10:00am - 11:00am

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9AM - How tax plans of President Trump and GOP Differ - SUN LAKES IronOaks Country Club, AZ

9AM - How tax plans of President Trump and GOP Differ - SUN LAKES IronOaks Country Club, AZ

Tuesday, Mar 21, 2017
Time: 9:00am - 10:30am

CANCELLED - 7PM - Orange Tree Golf Resort - SCOTTSDALE, AZ

CANCELLED - 7PM - Orange Tree Golf Resort - SCOTTSDALE, AZ

Tuesday, Mar 21, 2017
Time: 7:00pm - 8:30pm

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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, Mar 22, 2017
Time: 9:00am - 10:00am

10AM - How tax plans of President Trump and GOP Differ - Holiday Inn Express, SURPRISE, AZ

10AM - How tax plans of President Trump and GOP Differ - Holiday Inn Express, SURPRISE, AZ

Wednesday, Mar 22, 2017
Time: 10:00am - 11:30am

10AM - How tax plans of President Trump and GOP Differ - MH PHOENIX Office, AZ

10AM - How tax plans of President Trump and GOP Differ - MH PHOENIX Office, AZ

Wednesday, Mar 22, 2017
Time: 10:00am - 11:30am

6PM - How tax plans of President Trump and GOP Differ - AZ Golf Resort - MESA, AZ

6PM - How tax plans of President Trump and GOP Differ - AZ Golf Resort - MESA, AZ

Wednesday, Mar 22, 2017
Time: 6:00pm - 7:30pm

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CANCELLED 9AM - Arrowhead Country Club - GLENDALE, AZ

CANCELLED 9AM - Arrowhead Country Club - GLENDALE, AZ

Thursday, Mar 23, 2017
Time: 9:00am - 10:30am

1:30PM - How tax plans of President Trump and GOP Differ - CAREFREE Office, AZ

1:30PM - How tax plans of President Trump and GOP Differ - CAREFREE Office, AZ

Thursday, Mar 23, 2017
Time: 1:30pm - 3:00pm

CANCELLED 6PM - CAREFREE Office, AZ

CANCELLED 6PM - CAREFREE Office, AZ

Thursday, Mar 23, 2017
Time: 6:00pm - 7:30pm

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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, Mar 28, 2017
Time: 1:30pm - 2:30pm

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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, Mar 7, 2017 -

Time: 9:00am - 10:00am

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

Guest Speaker: Richard J. McEneny, CLU, ChFC, LUTCF - with Cress Insurance Consultants
Richard will be speaking about how adequate insurance coverage plays a crucial role in estate planning, especially with revocable living trusts.

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, March 7th 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 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, Mar 8, 2017 -

Time: 10:00am - 11:00am

Wednesdays with Wendy - RSVP Below

Special Guest Speaker:
Cindy Hartin - From Beacon Senior Services
Speaking on Alternatives and Trends in Senior Living -  NOT Nursing Homes

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?
•    Is it okay to add my son/daughter on my bank account?
•    Should all of my assets be titled in the name of my trust, including my vehicle?
•    How do I make changes to my trust? How often should I have it reviewed?
•    Can my out-of-state property be titled in the name of my AZ trust?

Wed, March 8th at 10AM-11AM

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

RSVP by clicking on the Register button below.


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

Tuesday, Mar 14, 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
•    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, March 14th 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

9AM - How tax plans of President Trump and GOP Differ - SUN LAKES IronOaks Country Club, AZ

Tuesday, Mar 21, 2017 -

Time: 9:00am - 10:30am

SEATS ARE LIMITED, PRE-REGISTER

Get Ready, a New Tax Plan is Coming!
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: Tim Hall - MH Attorney and Senior Partner
Tim will outline these proposals and how to prepare and protect you and your family from changes that are sure to come through future administrations.

Tues, March 21st at 9am at Sun Lakes IronOaks Country Club: 24218 S Oakwood Blvd, Sun Lakes, AZ 85248 (Map)

To RSVP, click the REGISTER button below, or call 602.748.2266


Location

Sun Lakes IronOaks Country Club
24214 S Oakwood Blvd
Sun Lakes, AZ 85248


Event Fees:

$ 0.00 Seat

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

CANCELLED - 7PM - Orange Tree Golf Resort - SCOTTSDALE, AZ

Tuesday, Mar 21, 2017 -

Time: 7:00pm - 8:30pm

Unfortunately this seminar has been cancelled, but you are welcome to attend any of our other seminars. We sincerely apologize for the inconvenience. 

Location

Orange Tree Golf Resort
10601 N 56th St
Scottsdale, AZ 85254


Event Fees:

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, Mar 22, 2017 -

Time: 9:00am - 10:00am

Wendy Harn invites you to a monthly Q&A discussion.  

Special Guest Speaker: Stacy Davis
From Beacon Senior Services - Speaking on Alternatives and Trends in Senior Living - We are not talking about Nursing Homes!

Wendy will also be available to answer questions, such as:
•    Should my vehicle be titled in the name of the trust?
•    How will my successor trustee access my accounts after I pass?
•    Should all of my assets be titled in the name of my trust?
•    Should I add my son/daughter to my bank account?
•    How do I make changes to my trust?
•    How often should I have my plan reviewed?

Wed, March 22nd at 9am

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

RSVP by clicking REGISTER below, or call 520-320-5100.


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

10AM - How tax plans of President Trump and GOP Differ - Holiday Inn Express, SURPRISE, AZ

Wednesday, Mar 22, 2017 -

Time: 10:00am - 11:30am

SEATS ARE LIMITED, PRE-REGISTER

Get Ready, a New Tax Plan is Coming!
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: David T. Eastman - MH Attorney and Partner
Dave will outline these proposals and how to prepare and protect you and your family from changes that are sure to come through future administrations.

Wed, March 22nd at 10am at the Holiday Inn Express & Suites: 16540 N Bullard Ave, Surprise, AZ 85374 (Map)

To RSVP, click the REGISTER button below, or call 602.748.2266.


Location

Holiday Inn Express & Suites Surprise
16540 N. Bullard Avenue
Surprise, AZ 85374


Event Fees:

$ 0.00 Seat

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

10AM - How tax plans of President Trump and GOP Differ - MH PHOENIX Office, AZ

Wednesday, Mar 22, 2017 -

Time: 10:00am - 11:30am

SEATS ARE LIMITED, PRE-REGISTER

Get Ready, a New Tax Plan is Coming!
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: Andrea Claus - MH Attorney and Partner
Andrea will outline these proposals and how to prepare and protect you and your family from changes that are sure to come through future administrations.

Wed, March 22nd at 10am at the MH Phoenix Office: 3300 N Central Ave, Ste 900, Phoenix, AZ 85012 (Map)

To RSVP, click the REGISTER button below, or call 602.748.2266.


Location

MH 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

6PM - How tax plans of President Trump and GOP Differ - AZ Golf Resort - MESA, AZ

Wednesday, Mar 22, 2017 -

Time: 6:00pm - 7:30pm

SEATS ARE LIMITED, PRE-REGISTER

Get Ready, a New Tax Plan is Coming!  -  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: Tim Hall - MH Attorney and Senior Partner
Tim will outline these proposals and how to prepare and protect you and your family from changes that are sure to come through future administrations.

Wed, March 22nd at 6pm at the Arizona Golf Resort: 425 S. Power Rd, Mesa, AZ 85206 (Map)

To RSVP, click the REGISTER button below, or call 602.748.2266.


Location

Arizona Golf Resort
425 S. Power Rd.
Mesa, AZ 85206


Event Fees:

$ 0.00 Seat

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

CANCELLED 9AM - Arrowhead Country Club - GLENDALE, AZ

Thursday, Mar 23, 2017 -

Time: 9:00am - 10:30am

Unfortunately this seminar has been cancelled, but you are welcome to attend any of our other seminars. We sincerely apologize for the inconvenience.

 


Location

Arrowhead Country Club
19888 N. 73rd Ave.
Glendale, AZ 85308


Event Fees:

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

1:30PM - How tax plans of President Trump and GOP Differ - CAREFREE Office, AZ

Thursday, Mar 23, 2017 -

Time: 1:30pm - 3:00pm

SEATS ARE LIMITED, PRE-REGISTER

Get Ready, a New Tax Plan is Coming!
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
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, March 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

CANCELLED 6PM - CAREFREE Office, AZ

Thursday, Mar 23, 2017 -

Time: 6:00pm - 7:30pm

WE APOLOGIZE FOR THE INCONVENIENCE. YOU ARE WELCOME TO ATTEND ANOTHER EVENT.

 

To schedule a free consultation with an attorney, please call 480.455.3693.


Location

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


Event Fees:

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

Tuesday, Mar 28, 2017 -

Time: 1:30pm - 2:30pm

Discussion with Dave - Monthly Q&A

With Guest Speaker: Kevin Malone from Greenrock Research
Speaking on the importance of planning in a changing tax environment and volatile stock markets

Dave has also set aside time to answer any additional 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?

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

Tuesday, March 28th 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

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