Henry Montag, CFP, CLTC
Henry Montag is an Independent Certified Financial Planner in practice since 1976 with offices in Long Island and New York. He is a principle of The TOLI Center East, which provides independent fee-based performance evaluation for private trustees, their advisers and institutional trustees regarding the protection of private or trust-owned life Insurance.
He has had articles published in various publications including those of the New York State Bar Association, NYSSCPA’s Tax Stringer, Tax Facts, National Conference of CPA Practitioners, and Suffolk County Women’s Bar Association. He has lectured extensively on the proper utilization of financial products to protect and preserve assets to the New York State Bar Association, the New York State Society of CPAs, The American Institute of CPAs and the National Conference of CPA Practitioners.
He has been a source for The Wall Street Journal, Investor’s Business daily, Investment News, Newsday, Long Island Business News and featured in Financial Planning Magazine.
He has also appeared on Fox News, News 12, Wall Street Week TV, and FIOS Money & Main Street. He has co-authored a book for the American Bar Association, (ABA), titled: “The Advisors’ & Trustees’ Guide to Managing Risk and Avoiding a Client Crisis” (Release Sept 2016).
Anthony J. Enea, Esq.
Anthony J. Enea, Esq. is the managing member of Enea, Scanlan & Sirignano, LLP with offices in White Plains and Somers, New York. For over thirty-five (35) years, Mr. Enea has devoted his practice to educating and protecting the rights of seniors, the disabled and their families from the costs of long term care.
Mr. Enea and his firm concentrate their practice on Elder Law, Wills, Trusts and Estates, Asset Protecting Planning, Special Needs Planning, Medicaid Applications (Nursing Home and Home Care) and Guardianships (contested/non-contested).
He is the author of hundreds of published articles and a frequent lecturer to seniors, the disabled, attorneys, CPAs and financial advisors, with respect to the planning options available to seniors and their rights. For decades Mr. Enea's articles have been published in such publications as the New York State Bar Journal, the Trusts and Estates, Elder Law, General Practice Law and Elder Law Journal for the New York State Bar Association, the Westchester County Business Journal and the Westchester County Bar Journal and Newsletter, and numerous other publications.
Mr. Enea has been Certified and Re-certified as an Elder Law Attorney by the National Elder Law Foundation as accredited by the American Bar Association*. He is a former member of the Executive Committee of the Trusts and Estates Section of the New York State Bar Association as a Vice-Chair of the Committee on the Elderly and Disabled.
Mr. Enea is the President of the Westchester County Bar Foundation and a past President of the Westchester County Bar Association.
Mr. Enea is the Past Chair of the Elder Law and Special Needs Section of the New York State Bar Association.
Mr. Enea is a Past President and a Founding Member of the New York Chapter of the National Academy of Elder Law Attorneys (NAELA). He is also a member of the Council of Advanced Practitioners of NAELA.
Mr. Enea is the Chair of the 50+ Section of the New York State Bar Association.
Mr. Enea is the 2018 recipient of the Distinguished Service Award from the Elisabeth Haub School of Law at Pace University, the Dr. Joseph A. Cimino Community Service Award from the Dominican Sisters, and the Honorable Richard J. Daranco Distinguished Service Award from the Columbian Lawyers Association of Westchester County.
Mr. Enea has been selected as a Super Lawyer for the eleventh consecutive year and for 2009, 2010, 2013, 2014, 2015, 2016, 2017, 2018, 2019 and 2020 was selected as a Top 25 Super Lawyer in Westchester County.
Mr. Enea for the seventh consecutive year has also been selected for inclusion in the "Best Lawyers in America" as an Elder Law Attorney. For the year 2020, he is the recipient of the award as "Lawyer of the Year" for Elder Law, in 2019 he was "Lawyer of the Year" in Trusts and Estates in White Plains, New York.
Mr. Enea is an "AV" Rated Preeminent Attorney as rated by Martindale-Hubbell.
Mr. Enea is also fluent in Italian.