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Welcome To NAIFA Portland - Northwest Oregon

Asset Protection: Trusts, Titles, and Temptations

  • 03 Mar 2016
  • 8:30 AM - 10:30 AM
  • George Fox University Portland Center: 12753 SW 68th Ave, Portland Oregon 97223

Registration

Stuart Allen will be giving this presentation on behalf of Allen Trust Company (ATC). ATC is Oregon's sole independent trust-only bank. Their headquarters are in Portland, Oregon with additional offices in Vancouver, Washington and Anchorage, Alaska. As president and CEO, Mr. Allen guides the overall direction of the firm, is active in trust administration, and helps shape the investment policy for the company. 

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.

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