William Morgan
Morris Hall PLLC

1129 South Oakland Drive Suite 102
Mesa, AZ 85206
TEL: (602) 249-1328

Morris Hall PLLC Website
https://www.morristrust.com



About Morris Hall PLLC

Morris Hall PLLC is a firm focusing on estate planning, probate, trust administration and elder law issues. Based in Mesa, AZ, our mission is to provide residents of Mesa and surrounding areas with quality estate planning resources, such as assistance with Living Trusts, Wills (simple & complex), Probate, Trust Administration, Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future. Visit our online Estate Planning Information Center to obtain timely, quality information on estate planning and related issues, including complimentary issues of our Special Reports and Estate Planning News articles. Residents of Mesa and surrounding areas can register to attend our Estate Planning Seminars.


About William Morgan

Bill Morgan was born in northeast Pennsylvania and attended George Washington University in Washington, D.C. where he obtained his bachelor’s degree in Political Science. He later attended the Golden Gate University School of Law in San Francisco, where he obtained his Juris Doctorate degree and Master of Law in Taxation.

Experience

After law school, Bill moved to Arizona from San Francisco to practice in the fields of estate planning and taxation. In 2009, he relocated to Boston to be closer to family, where he spent most of his time in public accounting focusing on sophisticated tax and estate issues surrounding high net worth clientele, whose net worth approached $500 million. Prior to joining Morris Hall, Bill worked for the largest estate planning and estate administration firm in Massachusetts. There he managed the estate administration department, administered trusts and estates, reviewed and filed estate tax returns weekly, and planned for estates up to $150 million. In 2020, Bill joined Morris Hall with the desire to return to Arizona to continue assisting families and individuals protect themselves and their loved ones. Bill is committed to providing solutions and achieving the best results to preserve family legacies. Bill is admitted to practice in Arizona, Massachusetts, and before the United States Tax Court. Personal

Personal

Bill and his wife Kelly reside in Scottsdale, Arizona with their rescued Labrador, ‘George.’ Weekends will find Bill riding his bike and trying out new recipes with Kelly.

About the American Academy of Estate Planning Attorneys

The Academy is a national organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services. The Academy expects members to have at least 36 hours of legal education each year specifically in estate, tax, probate and/or elder law subjects. To ensure this goal is met, the Academy provides over 40 hours of continuing legal education each year. Since 1993, the Academy has also been a highly-regarded and sought-after resource for attorneys and consumers alike, and has been recognized by Consumer Reports, Suze Orman in her book, 9 Steps to Financial Freedom and numerous times by Money Magazine.