Carolyn M. Glynn and Henry Montag

Carolyn M. Glynn, Esq., is a trusts and estates attorney in New York City with the law firm of Offit & Kurman, PA and advises high net worth families in the areas of estate planning, retirement planning and business succession planning. She can be reached at carolyn.glynn@offitkurman.com.

Henry Montag is a Certified Financial Planner who has been in practice since 1976, with offices in Long Island, N.Y. He is the founder and principal of The TOLI Center East, which provides independent consultative fee-based life insurance performance evaluations for trustees, their advisers, and high-net-worth individuals. He has lectured extensively on the proper utilization of financial products to the New York State Bar Association, the New York State Society of CPAs, the AICPA, and NCCPA. He has also appeared on Fox Business, Wall Street Week and News 12. He co-authored “The Advisors’ and Trustees’ Guide to Managing Risk and Avoiding a Client Crisis.” Reach him at henry@thetolicentereast.com or (516) 695-4662.