Mark J. Morrise received his law degree in 1982. Before beginning private law practice in 1985, he served as a judicial law clerk to the Honorable I. Daniel Stewart on the Utah Supreme Court. He is a fellow with the American College of Trust and Estate Counsel, is a past chair of the Estate Planning Section of the Utah State Bar, and is a member of the Salt Lake Estate Planning Council. He is also a faculty member at Lorman Educational Servicesand the National Business Institute. Mark is a frequent speaker and presenter at estate planning seminars, including “A Primer on Estate Planning in Utah,” “The Probate Process from Start to Finish,” and “The Eight Greatest Estate Planning Techniques in Utah.” Past speeches and presentations include, “Twenty Common Estate Planning Mistakes and How to Avoid Them,” “Insurance Issues in Probate,” “Creditors’ Claims and Estate Administration,” “Sale to a Grantor Trust and Variations,” and “The Zeoed-Out GRAT.” He also has authored articles on estate planning topics, two of which are published on the Internet at www.utahestateplans.com (Utah Estate Planning Solutions) and www.utahprobate.com (Utah Probate Solutions). In his spare time, Mark performs as a baritone in the Utah Symphony Chorus.

MEMBERSHIPS

• U.S. District Court, District of Utah, 1982
• Utah State Bar Association, 1982 Estate Planning Section (Chair 2002-2003)
• Salt Lake Estate Planning Council
• American College of Trust and Estate Counsel

EDUCATION

• Brigham Young University, JD, 1982 Articles Editor, BYU Law Review
• Brigham Young University, BS, magna cum laude, 1978

PUBLICATIONS

• “Shirtsleeves to Shirtsleeves: Keeping Wealth in the Family,” Zions Community Magazine (July / Aug. 2008)
• “Estate Planning in a Second Marriage,” Zions Community Magazine (Sept. / Oct. 2006)
• “Preserving Wealth with Trusts,” Zions Community Magazine (May / June 2005)
• Utah Estate Plans, published at www.utahestateplans.com
• Utah Probate Solutions, published at www.utahprobate.com

PRESENTATIONS & SEMINARS

• “New Era in Estate Planning,” Lorman Education Services (12 August 2011)
• “Sale to a Grantor Trust and Variations,” “The Zeroed-Out GRAT,” and “Values-Based Estate Planning,” The 8 Greatest Estate Planning Techniques in Utah, Lorman Education Services (16 Jul 2008)
• “Corporations, Family Limited Partnerships and Limited Liability Companies” and “Putting It All Together – A Hypothetical Case,” Advanced Asset Protection Strategies, National Business Institute (28 Apr 2008)
• “Types of Trusts” and “Taxation of Trusts,” Trust Administration, Lorman Education Services (18 Mar 2008)
• “Utah’s New Advance Health Care Directive Form,” Advance Health Care Directives, Utah State Bar Spring Convention (14 Mar 2008 – St. George, Utah)
• “Basic Tax Considerations – What You Need to Know to Choose the Appropriate Plan” and “Ethics and Estate Planning,” Drafting Effective Wills and Trusts, National Business Institute (6 Mar 2008)
• “Manage the Decisions Involved in Post-Mortem Planning” and “Make Ethical Decisions in Estate Planning,” Minimizing Client Estate Taxes with Plans That Work, National Business Institute (19 Feb 2008)
• “Planning with Zeroed-Out GRATs,”presentation to Utah ACTEC Fellows (13 February 2008)
• “Utah’s New Advance Health Care Directive Form,” Advance Health Care Directives, Estate Planning Section, Utah State Bar (8 Jan 2008)