05 May 2023

The team at MY-CPE has invited me back for another edition of their ongoing series of webinars for tax and finance professionals. See below for a replay of the webinar titled “What The Advisor Needs to Know About Annuities.

About the Webinar:

Are you looking to expand your knowledge and stay ahead of the game in the financial industry? If so, it’s time to learn more about annuities.

With several trillion dollars of current annuities in multiple forms across thousands of life insurance companies worldwide, probably, a portion of your parents’ or clients’ fixed-income portfolio includes these tax-deferred accumulation vehicles. By gaining a deeper understanding of annuities, you can help your clients make informed investment decisions and create a more diversified and robust portfolio.

Key topics covered in this course:

  • The 6 basic types of Annuities.
  • How does a Buffered Index Strategy protect a portfolio from a % of loss
  • To whom do they make sense
  • What was the Pension Protection Act?

12 Apr 2023

I was invited by the New York County Lawyers Association to take part in a webinar titled “Strategies to Draft & Maintain Client’s Life Insurance Coverage Funding ILITs.”

Please watch the replay featuring me and my co-presenter, Andrea Schanker Esq., discussing the finer points of drafting and funding an Irrevocable Life Insurance Trust (ILIT).

Click here to watch.

Click here to download a set of handouts I published to accompany the webinar. Please note, the link provides a direct download to a PDF of an article titled “Maintaining Life Insurance Coverage in a Life Insurance Trust (ILIT)” just written for Bloomberg Estates, Gifts & Trusts Journal.

About the Webinar:

The great majority of current trustees responsible for your client’s ILITs are their eldest sons and daughters acting as unskilled/amateur trustees. For the most part, they are not aware of various opportunities and strategies available to them, nor are they aware of the responsibility and fiduciary liability they’ve assumed for the maintenance of their trust’s life insurance coverage.

In the near future, (2025), trust planning & trustee guidance will become more in demand as the estate tax exemption will be reduced from $11 million to approximately $5,600,000.  

Our presentation will focus on various strategies to enhance trust planning and techniques to maintain the life Insurance funding these ILITs, so as to create a larger Legacy.

11 Oct 2022

I was recently invited by My-CPE.Com to take part in a webinar on ‘Options to pay for long-term care insurance.’ I discussed what a CPA and their clients need to know about Traditional & Combo/Linked insurance plans that combine life insurance, long-term care coverage along with various tax benefits, available to individuals, corporations, & partnerships. Also discussed were keys to decide which one made the most sense for each situation. Click HERE for a replay of the webinar. Keep in mind that those who plan- ahead will avoid having to deal with financial and legal issues, along with the medical and emotional issues involved, thus avoiding a significant Family Crisis. Please let me know if I can answer any questions or provide you with various features, benefits and costs for you or a client. Either way I’m happy to share my 35+ years’ experience as an independent CFP. CLTC and act as a resource. Click HERE for a copy of the handouts that were provided to attendees.

10 Oct 2022

Henry Montag, CFP, along with Martin M. Shenkman, JD, CPA, AEP delivered a not to be missed estate planning webinar sponsored by the New York County Lawyers Association, titled ‘Shoemakers with Barefoot Children’: What Attorneys & CPAs Need to Know About Their Own Real Estate Planning.

Click HERE to watch the replay.

The shoemaker’s children go barefoot because those closest to an expert often don’t reap the benefits of that expertise, simply because they are too busy taking care of their client’s issues and don’t have the time to focus on their own estate planning.

The program is designed to draw attention to this situation, provide the professionals with their options and motivate them to make an action plan to protect themselves, their families, and where appropriate their clients. We will discuss the current generation of insurance options available to properly “Manage your Risk’, as well as the legal protections every attorney needs to evaluate for himself or herself. 

Click HERE to read a recent copy of a Bloomberg article titled  ‘Shoemakers with Barefoot Children’ that was provided to those who attended the webinar.

08 Sep 2022

Knowing the significant impact that an unexpected illness resulting in an unreimbursed long-term medical expense can have on the personal & financial lives of a family, I thought you’d find this replay of a continuing education webinar ‘Understanding Your Options to Pay for Long -Term Care Costs‘ of interest. 

Click HERE to watch the webinar.

The arrangements people make, or don’t make while healthy will determine the quality of their, & their family’s future lives.  

If you’re in your 50-60s this is the right time, while you’re young & healthy, and costs are reasonable, for you to consider the benefits & costs to make it easier for you and other family members, should someone need care later in life.   

Click here for a set of the handouts distributed to attendees.

10 Dec 2021


I recently spoke at the National Accounting & Tax Symposium. During the virtual event, I gave a presentation on “What the Accountant Should Know About Life Insurance & the SECURE Act.

Click the audio player below to listen to my presentation.

Click here to download handouts that were provided to the attendees.

02 Dec 2019

Dear Program Registrant: 

On behalf of the New York State Bar Association, thank you for registering for the upcoming webinar, The Little Known Living Benefits of a Life Insurance Policysponsored by the Senior Lawyers Section of the New York State Bar Association.

The webinar material presented Tuesday, December 10, 2019, from 12:00n– 12:30 p.m.  is below








08 Mar 2019

I am honoured to have been asked to speak on a topic I am passionate about for ProLawCLE. My presentation, “Considerations Regarding Trust Owner & Individual Life Insurance,” will cover important information that advisors and amateur trustees need to know to protect the underlying structure of their clients’ trusts as well as their individually owned life insurance policies.
The webinar will take place on Thursday, March 14th, from 10:00 AM to 12:15 EST. If you are unable to catch the live webcast, the program will be available on-demand. The course costs $120.00 and participants can earn 2 General CLE credits.
View further program information and register at the link below.

Considerations Regarding

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