Articles – The Toli Center East

28 Nov 2018

Consequential Liabilities and Remedies to Mismanaged Individual and Trust Owned Life Insurance

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BLOOMBERG ESTATE GIFTS AND TRUSTS JOURNAL SEPT 2018, ‘REMEDIES TO MISMANAGED LIFE INS’

Article I co-authored for Bloomberg Tax Management, Estates, Gifts, and Trusts Journal

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NYSBA Senior Lawyer Summer 2018, What Attorneys Need to Know About Life Insurance

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Why You Should Take a Look at Your Life Insurance Policy

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Accounting Today – Voices Multiple uses of a deferred compensation plan in the workplace

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Wealth Management – The Power of Deferred Compensation Plans

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Wealth Management – The Impact of Rising Costs on Non-Guaranteed Life Insurance

TAWC – Protecting Retirement Assets From a Cognitive or Physical Impairment

Gensler LTC

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NYCLA – Financial Planning Mag Sept 2017, Montag Discusses Hybrid Life Ins with Long Term Care Ins Options

What attorneys must know about the life insurance funding their clients life insurance trusts (IILT’s) and their trustee’s responsibilities.

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Accounting Today – What the CPA Must Know About Life Insurance

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

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Tax Facts – Feb 2017 Montag Discusses Trustee Rescue

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LONG TERM CARE INSURANCE 1980 – 2015

Excerpts from ABA Book “An Advisors’ & Trustees’ Guide to Managing Risk” 2017

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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

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

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Low Rates Are Tormenting Insurers–and Their Customers; Long-term-care Policies are among hardest-hit

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Long-Term-Care Insurance Isn’t Dead. It’s Now An Estate Planning Tool

Article from The Wall Street Journal that discusses how long-term care insurance–specifically hybrid policies–becoming a planning tool.

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Protecting Your Client From Long Term Care Costs and Their Solutions

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

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

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Protecting Retirement Assets and Lifestyle From Cognitive Impairment — SCWBA

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Protecting Retirement Assets & A Lifestyle From Cognitive Impairment

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Henry Montag Guest Interview on Vincent J Russo, Elder Law Webinar

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AccountingToday – Containing Long Term Care Costs

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Protecting Retirement Assets and Lifestyle from Cognitive Impairment

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

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

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

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

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

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The Tax Stringer NYSSCPA – “The Lapsing Policy Crisis”

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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

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

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

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

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TaxFactx Online – The Lapsing TOLI Policy Crisis

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National Conference of CPA Practitioner – Is your Trust Fulfilling your Objectives

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

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

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Financial Service Professional Magazine – Assisting the Unskilled Trustee

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

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