Welcome To NAIFA Portland - Northwest Oregon
Mr. Allen will present on "Asset Protection: Trusts, Titles, and Temptations". Trusts are not the only way to protect assets and in this presentation, Mr. Allen will outline some creative ways to protect your high net worth clients by placing assets beyond the reach of potential future creditors. The goal of this presentation is to give brokers a general primer on both trust and non-trust planning strategies that they may consider recommending to their clients.
This presentation is worth 2 CE credits.