Allen Trust Company

10/02/2026

Our team is growing! Please join us in welcoming our two new(ish) members to the Allen Trust Company team. Edgar Paz, CPA, returns as our Tax Specialist, bringing his tax expertise back to our clients. We’re also thrilled to introduce Michael Newcomb as Senior Vice President, who strategizes and implements processes across our four services.

Discover more about Edgar and Michael and how they'll be supporting our clients: https://www.allentrust.com/team

09/29/2026

Stuart Allen and Kelsi Monroe had a great time attending the 2026 Mayor's Golf Tournament in Lake Oswego. They even managed to snag a trophy as first runner(s) up alongside their team!

Thank you to Mayor Joe Buck and the City of Lake Oswego, Local Government for a great event. Allen Trust Company was proud to be the food sponsor of the tournament and glad to meet so many new people in the Lake Oswego area!

Photos Courtesy of: Dave Arpin - City of Lake Oswego

09/22/2026

Fall Review!🍂

Comparing your goals at the beginning of the year with where you are now can provide valuable insights to close out the year strong. Follow the link to read more about the options that you may consider during your financial fall review!

www.allentrust.com/viewpoints/financial-review

Comparing your goals at the beginning of the year with where you are now can provide valuable insights to close out the year strong. Below are options that you may consider during your financial fall review.

09/11/2026

We’re happy to welcome Kelsi Monroe as our new Executive Assistant at Allen Trust Company. Kelsi's main role is supporting our leadership team and greeting everyone who visits our office. We look forward to the positive energy she brings to our team and clients!

09/07/2026

Our offices are closed for Labor Day on Monday September 7th. Regular business hours will resume on Tuesday, 9/8. Have a great holiday!

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.