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).
Britt Burner, Esq.
Britt Burner, Partner of Burner Prudenti Law, P.C., joined the firm in March 2014. Since that time, she has been the driving force behind our Manhattan office. Britt focuses her practice on Elder Law and Estate Planning. Britt received her undergraduate degree from Boston College and her Juris Doctor from Brooklyn Law School where she was a Notes & Comments Editor of the Brooklyn Law Review.
In 2022, Britt Burner was recognized in the Best Lawyers rankings for Elder Law in Setauket, NY. Previously Britt has been included in the Best Lawyers: Ones to Watch list by Best Lawyers and her peers in the practice areas of Elder Law and Trusts and Estates.
In 2016 Britt was named as a “Brooklyn Star under 40” by Star Network which honors young professionals in Brooklyn under 40 years old who exemplify outstanding leadership skills, not only in their chosen fields, but also in their community. In 2017 she received the honor of being named an “Outstanding Woman in Law” by Hofstra University School of Law Center for Children Families and the Law and Long Island Business News. In 2020, Britt was named a Caregiver’s Champion by CaringKind.
Britt is the immediate past-Chair of the New York City Bar Association Committee on the Legal Problems of the Aging and currently serves as the Chair Elect of the Elder Law and Special Needs Planning section of the New York State Bar Association. She previously served as Chair of the Legislation Committee, Vice-Chair of the Medicaid Committee and as the Production Editor of the section’s journal. She is also a member of the New York State Bar Association in the Trusts and Estates section. Britt frequently lectures to consumer and professional groups, including presenting Continuing Legal Education content for attorneys.
In addition to her Bar Association responsibilities, Britt is a charter member of the Advisory Council for The Katz Institute for Women’s Health at Northwell. The Katz Institute is a leader in women’s health, dedicated to improving the quality of life for women by providing education resources, prevention, wellness programs and clinical care. As a member of the Katz Institute Advisory Council, we assist the leadership of the Katz Institute by assessing, evaluating, and appraising the programs of the Katz Institute to support and advance its mission.
Britt is licensed to practice law in New York State. She lives in Manhattan and Westhampton Beach.