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05 Feb 2018

Long Island Business News – Policy against rate hikes

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01 Feb 2018

LIBN – A Higher Standard

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28 Nov 2017

Martin Shenkman Webinar Recap and Video


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03 Nov 2017

Montag Invited to discuss TOLI Issues at Martin Shenkman Webinar Mon Nov 13, 2017

 

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17 Oct 2017

Henry Montag CFP Replay of Trusts and Estates Webinar June 2017

Discusses ABA Book “The Advisors’ and Trustees’ Guide to Managing Risk and Avoiding a Client Crisis”

 

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17 Oct 2017

American Bar Association June 2017

 Montag Discusses Flagship ABA Book “The Life Insurance Policy Crisis”

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17 Oct 2017

Wealth Counsel Presentation Aug 2017

Montag Discusses What The Advisor Must Do to Maintain a Life Ins Policy

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19 Sep 2017

Accounting Today – What the CPA Must Know About Life Insurance

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02 Sep 2017

Financial Planning – New strategies for insuring long-term care

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19 Aug 2017

TaxStringer – Montag Discusses State of Affairs of the Life Ins Industry NYSSCPA Tax Stringer

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19 Feb 2017

Tax Facts – Feb 2017 Montag Discusses Trustee Rescue

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19 Feb 2017

ABA – Martin Shenkman ABA Book Review LISI Feb 2017

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01 Jan 2017

Tax Stringer – Montag Discusses Insurance Issues – The Life Insurance Policy Lapse and Litigation Crisis: What CPAs Need to Know in Order to Avoid a Client Crisis and Create a Glide Path to Safety

CPAs Need to know in order to avoid a client crisis “Create a Glide Path to Safety”.

 

Taxstringer-The_Life_Insurance_Policy_Lapse_and_Litigation_Crisis_02_PDF

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18 Dec 2016

Trusts and Estates – Montag Discusses Insurance Issues – The Life Insurance Policy Crisis

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10 Jun 2016

Long Island Business News “YOU BET YOUR LIFE” – Why diligently paying insurance premiums may not be enough – By Henry Montag

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29 May 2016

Henry Montag CFP, CLTC Discusses Life Insurance at Suffolk Bar May 2016

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29 May 2016

Suffolk Academy of Law – Life Insurance Asset Protection Plans

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21 Mar 2016

Wall Street Journal – “Low Rates are Tormenting Insurers – and Their Customers; Long-Term-Care Policies are among the hardest hit.”

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14 Mar 2016

Seeking Alpha Website -“What’s This Problem I’m Reading About Regarding Universal Life Insurance?”

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28 Jan 2016

VJR Website January 28, 2016 “Is your Life Insurance Still Fulfilling its Objectives”

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29 Dec 2015

Henry Montag CFP Discusses Impact of Interest Rate Hike. News 12.

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04 Dec 2015

Wall Street Journal – Re: Life Insurance

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29 Oct 2015

Henry Montag on Wall Street Week

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09 Aug 2015

Wall Street Journal Aug 10, 2015 Montag discusses various Life Insurance problems.

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29 Jul 2015

Henry Montag discusses the problem of prematurely expiring life Ins on the Vincent Russo & Associates Webinar

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08 Jul 2015

AccountingToday – Containing Long-Term Care Costs

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06 Jul 2015

Wealth Management – Protecting Assets

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15 Jun 2015

Long Island Business News June 15 2015 – Montag Discusses Life Insurance.

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02 Jun 2015

Accounting Today – What Accountants Should Know about Life Insurance Policy Evaluations

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02 Jun 2015

Suffolk County Women’s Bar Association of the State of New York – Protecting Retirement Assets and Lifestyle From Cognitive Impairment

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18 May 2015

New York State Society of CPA’s – “Questions Regarding Life Ins that Need to be Asked” Henry Montag CFP

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18 Apr 2015

New York State Bar Association – Avoiding Consequential Liabilities for Trustees of Trust-Owned Life Insurance

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18 Sep 2014

NYSBA – Elder and Special Needs Law Journal – Is Your Client’s Trust Accomplishing Its Objectives?

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18 Sep 2014

Put Old on Hold – Protecting Retirement Assets

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18 Sep 2014

The Tax Stringer NYSSCPA – “The Lapsing Policy Crisis”

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18 Aug 2014

Suffolk County Woman’s Bar Association – Typical Questions About Your Current Life Insurance

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29 Jun 2014

The CPA’s Guide to Prematurely Expiring Privately Owned & Trust-Owned Life Insurance (TOLI)

Featured Speakers: Randy Whitelaw AEP (Distinguished) – The TOLI Center
and Henry Montag CFP, CLTC. – The TOLI Center East

June 19, 2014 8:30am -10:00am

At Bessemer Trust, 630 Fifth Avenue, New York, 10111

NYSSCPA_Flyer_June_2014_PDF
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18 Jun 2014

Effective use of Life Settlements in Planning National Conference of CPA Practitioners newsletter,

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02 Jun 2014

TaxFacts Online – PRODUCT SUITABILITY – THE NEEDED FRESH LOOK FOR TRUST-OWNED LIFE INSURANCE

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18 May 2014

N. Y. State Bar Association, The Senior Lawyer Section – Henry Montag Discusses Benefits of an Independent Life Insurance Policy Performance Evaluation.

Montag SeniorLawyerNewsSpring14_combined

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18 May 2014

TaxFactx Online – The Lapsing TOLI Policy Crisis

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09 May 2014

Financial Planning – Advisors Face Expiring Universal Life Plans

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18 Apr 2014

National Conference of CPA Practitioners – Is your Trust Fulfilling Your Objectives

NcCPAp_April_2014_Montag_Only_PDF2

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18 Apr 2014

National Underwriter Tax Facts – by E. Randolph Whitelaw, AEP® (Distinguished) and Henry Montag, CFP, CLTC – “Getting Life Insurance Done Right”

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29 Mar 2014

Suffolk Academy of Law – Preserving Life Insurance Assets Earmarked for Next Generation

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18 Mar 2014

National Underwriter Tax Facts – Developing a TOLI Risk Management Process – by Henry Montag CFP, CLTC & Randolph Whitelaw AEP, Distinguished

TaxFacts_Online_March_3_2014-RISK_MANAGEMENT_PROCESS_TOLI_PDF

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18 Mar 2014

Financial Service Professional Magazine – Assisting the Unskilled Trustee

FSPJournalCoverPage-March2014_all

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03 Mar 2014

N.Y State Society of CPA’s – Developing a Prudent TOLI Risk Management process – Henry Montag CFP, Randy Whitelaw AEP (Distinguished)

NYSSCPA_Newsletter_apr20_p14-16

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18 Feb 2014

Put Old on Hold – Utilizing a Life Settlement as Remediation Technique

PutOldOnHold_Feb_2014_Henry_Montag_CFP_no_cover_pdf

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18 Feb 2014

TaxFacts ONLINE – The Importance of Monitoring and Evaluating Life Insurance Policy Performance

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18 Jan 2014

NY State Bar Association Law Journal Importance of a Life Insurance Performance Evaluation Winter 2014

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18 Jan 2014

Long Island Magazine for Entrepreneurs – Is your Trust Still Fulfilling Your Objective

LIMEMagazine_HenryMontagEditorial

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18 Dec 2013

Suffolk County Women’s Bar Association Newsletter – The Paramount Importance of a Life Insurance Audit

Newsletter-SCWB_p10-11

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06 Dec 2013

Long Island Business News – Your Life may not be worth what you think

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18 Nov 2013

National Conference of CPA Practitioners Newsletter – The Paramount Importance of a Life Insurance Audit

NCCPAPTOLI_Life_Insurance_Audit

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18 Nov 2013

Investment news – Life Insurance Buy & Manage Not Buy & Hold

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13 Nov 2013

Investment News – Low Interest Rate Threaten Universal Life Insurance Policies”

Inv_News_FINAL_Nov_15_2013

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18 May 2013

Suffolk Academy of Law – Congressman Israel IRA’S and IRS

Academy-of-Law-News-IRA-Issues-and-the-IRS

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21 Mar 2013

Suffolk Academy of Law – Changes Practitioner Needs to Know About Life Insurance

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01 May 2012

Research Magazine – Planning is Critical

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18 Apr 2012

L.I. Financial and Tax Planning – Successful Succession Planning Strategies for Your Family Business – By Henry Montag

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18 Mar 2012

Investment News – Life Insurance & Long-Term Insurance Combo Plans

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09 Mar 2012

The Wall Street Journal – New Life Insurance Strategies

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18 May 2011

Put Old On Hold – Responsibilities And Thoughts For Business Owners

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29 Jun 2010

Investment News: ‘New York’s Top Court Says Estates Can Bring Malpractice Suits’

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25 May 2010

Long Island Business News – Family-Run Businesses

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17 Apr 2010

THE WALL STREET JOURNAL – New Insurance Strategies

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18 Mar 2009

The Wall Street Journal – Life Insurance Industry Concerns

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18 Jan 2009

The Wall Street Journal: The Market Hits ‘Universal Life’ Policies

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Recent News

  • My-CPE.com: Incorporating Life Insurance Into Trust Planning August 9, 2023
  • SUFFOLK ACADEMY OF LAW – DRAFTING & MAINTAINING LIFE INSURANCE IN TRUSTS August 8, 2023
  • Bloomberg (July 2023) When Premature Life Insurance Expiration Disrupts an Estate Plan July 21, 2023

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