Henry Montag CFP, in practice since 1976 in L.I N.Y has authored articles and acted as a source for NYSBA Senior Lawyer, NYSSCPA Tax Stringer, Tax Facts, Bloomberg’s Estates Gift & Trust Journal, Trusts & Estate Magazine, & The WSJ. He has appeared as a guest on Wall Street Week, Fox Business News & News 12. Provided CPE & CLE credits to NYSBA, ABA, AICPA, NYSSCPA, & EPC. He co-authored an American Bar Association Flagship publication; Jan 2017, ‘’The Advisors & Trustees Guide to Managing Risk & Avoiding a Client Crisis’’.
Bill has spent his entire career specializing in life insurance. He predominantly works with wealthy business owners and professionals regarding insurance for estate planning, business succession, and charitable strategies. Bill is generally introduced by estate planning and business attorneys, CPAs, trust officers, family offices, non-profit leaders and various financial planning professionals. Recognized nationally as an expert in life insurance, Bill utilizes his experience and expertise to be an effective ally for policyholders and their professional advisors.