Allen Trust Company

08/26/2026

In the blink of an eye, we say goodbye to our 2026 intern, Carter Wong.

From his first introduction to Stuart Allen, CEO on the Lincoln High Tennis team in 2022 (state champs in 2025!) to now wrapping up two projects built with the use of AI, Carter has brought the best attitude and experience to our team. We wish him continued success as he returns to UCLA this fall!

08/20/2026

You’ve spent a lifetime building what you have. Have you considered what it will take to pass it on?

For many Washington and Oregon families, a home, retirement savings, investments and life insurance can create estate-tax considerations, even when no federal estate tax is due.

Understanding the rules now can help reduce surprises and support more thoughtful planning for the future.

Read the full article: https://www.allentrust.com/viewpoints/estate-tax-updates-in-oregon-and-washington

You don’t have to consider yourself ultra wealthy to leave behind a taxable estate. Even when no federal tax is due, Oregon and Washington residents can be quietly pushed into higher estate tax thresholds through retirement savings, years of homeownership, investments, and life insurance.

08/07/2026

We’re honored to be named one of Portland Business Journal's 2026 Best Places to Work!🎉https://www.bizjournals.com/portland/news/2026/06/11/best-places-to-work-oregon-sw-washington-2026.html

A best place to work is only as good as its team members and the culture they build together. We are proud of the collaborative environment built by each individual team member!

07/30/2026

We’re thrilled to welcome back Carter Wong to Allen Trust Company this summer! Carter has completed his first year of college at UCLA where he is pursuing Business Economics. He has returned to Allen Trust Company to learn more about the complexities of the financial industry and how to navigate them alongside our team. Welcome back, Carter!

07/29/2026

We are proud to announce that we have been ranked in Chambers and Partners High Net Worth Guide 2026!

Chambers and Partners creates rankings that reflects ability, talent, and market presence. It is conducted from referral sources, client feedback, reputation in the market, and peers.

07/22/2026

"Per caliginem" (Latin: through the fog)

That phrase perfectly describes the second quarter.

Markets rallied despite geopolitical uncertainty, higher-for-longer interest rate expectations, and constant new headlines. Our latest market update explores what drove Q2's resilience, the impact of new Fed leadership, AI's growing influence on the economy, and our take on the months ahead.

Read the full commentary here: https://www.allentrust.com/viewpoints/q2-commentary-through-the-fog

07/02/2026

We wish everyone a happy and safe Independence Day! Our offices will be closed Friday, July 3, in observance of the holiday. We will return to the office Monday, July 6th, for regular business hours.

06/18/2026

Allen Trust Company is proud to be the trustee and money manager for the Leo Adler Foundation.

Follow the link below to learn about the great impact the Foundation is having on Baker County and North Powder!

https://bakercityherald.com/2026/06/16/leo-adler-foundation-invests-more-than-1-37-million-in-baker-county-and-north-powder/

Funds awarded as community grants, scholarships BAKER CITY — The Leo Adler Foundation distributed $1,372,285 in grants and scholarships during its most recent fiscal year. The foundation awarded $498,185 in […]

06/04/2026

Tax planning, when prioritized, is less about reacting to what has already happened and more about intentionally shaping what comes next.

Read more about tax planning from Lauren Akeman, CPA, here: https://www.allentrust.com/viewpoints/post-tax-day