(208) 287-4433|info@legalgrp.com
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(208) 287-4433info@legalgrp.com

Joe Morton

Joe began his work in estate planning as a life and health insurance agent in 1984.

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JOE MORTON
Founding Partner

Joe Morton

Joe began his work in estate planning as a life and health insurance agent in 1984. He graduated from Brigham Young University Law School in 1993. After completing a judicial clerkship in Utah, he taught college for two years. In 1996 he began his legal practice in the estate planning and asset protection areas. He moved to Boise, Idaho, in 1999 and is a founding member of the Intermountain Legal Group. His practice is limited to the areas of estate, business, and retirement planning and asset protection.

Joe is licensed to practice in Idaho, Oregon, Utah and Washington. He has worked on committees drafting statute proposals and is a member of the taxation and probate and trusts section of the bar association. He frequently lectures on estate planning issues for the public as well as the insurance and legal communities. Joe and his wife Heidi have four children and two grandchildren.

Licensed to Practice
Idaho Oregon Utah Washington
Areas of Activity

Professional Leadership & Involvement

Joe Morton's professional reach extends well beyond the courtroom — from authoring books and chairing statewide committees to receiving industry recognition for exemplary service.

Co-Author, Living and Learning
Joe co-authored the book Living and Learning, Achieve Retirement and Education Security.
Past President, Idaho Chapter — Society of Financial Service Professionals
He is a past president of the Idaho Chapter of the Society of Financial Service Professionals.
NAIFA Board Service & Programs Chairman
He has served on the board of directors for NAIFA–Boise, the NAIFA-Idaho Day on the Hill Committee and is the current Professional Development and Programs Chairman for NAIFA Idaho.
Chairman, Idaho Roundtable & LILI Graduate
He served several years as chairman of the Idaho Roundtable, an estate planning educational forum for Attorneys, CPAs and Insurance and Financial Services advisors in Idaho and is a LILI graduate.
Public Policy Committee — Idaho NonProfit Development Center
Joe also serves on the public policy committee for the Idaho NonProfit Development Center.
2010 Bill Rankin Advisor of the Year Award
Joe is the 2010 recipient of the Bill Rankin Advisor of the Year Award presented annually to a member of NAIFA Idaho who provides exemplary service to NAIFA Idaho, his community and the financial services industry.
Degree
1993

Brigham Young University Law School

He graduated from Brigham Young University Law School in 1993. Joe is licensed to practice in Idaho, Oregon, Utah and Washington.

Experience
1996

Estate Planning & Asset Protection Practice

In 1996 he began his legal practice in the estate planning and asset protection areas.

Estate Planning Business Planning Retirement Planning Asset Protection
Contact Joe Morton

Ready to plan your estate, business, or retirement future?

Joe Morton brings decades of experience and a comprehensive, client-focused approach to estate, business, and retirement planning and asset protection. Reach out directly to begin a conversation.

Joe Morton
Founding Partner — Intermountain Legal Group
Phone (208) 287-4433
Fax
(208) 287-4434
Website www.legalgrp.com