Oregon Wills & Trust Planning

Asset Protection

Strategic planning structures that shield your wealth from creditors, litigation, and unintended claims.

Asset protection planning involves structuring your ownership of assets in legally recognized ways that reduce exposure to creditor claims, lawsuits, and other financial risks — without hiding assets or engaging in fraudulent transfers. Proper planning, done proactively, is both legal and essential for professionals, business owners, and individuals with significant wealth.

Oregon law provides certain baseline protections — such as homestead exemptions, retirement account protections, and tenancy by the entirety for married couples — but these may be insufficient for your situation. More robust protection typically requires intentional structural planning.

Asset Protection Strategies We Use

  • Domestic Asset Protection Trusts (DAPTs) in favorable jurisdictions
  • Limited Liability Companies (LLCs) for real estate and investment holdings
  • Family Limited Partnerships (FLPs) for family wealth transfer
  • Irrevocable trust structures separating ownership from beneficial enjoyment
  • Strategic use of exempt assets and retirement accounts
  • Gifting programs to remove assets from your taxable and attachable estate

Our attorneys analyze your specific risk profile and design a coordinated plan that balances protection with accessibility and estate planning goals.

Wills

A legally binding document that expresses your wishes for asset distribution and names guardians for minor children.

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Revocable Living Trusts

Flexible trust arrangements that help your estate avoid probate while maintaining full control over your assets during your lifetime.

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Power of Attorney

Authorize a trusted agent to manage your financial and legal affairs if you become unable to do so yourself.

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Ready to Protect Your Family?

A $250 consultation where you will meet directly with an experienced attorney who will take the time to understand your family, your goals, and help you create a plan tailored specifically to your situation.