Lecturer Bios
Aaron E. Futterman CPA, Esq.
Aaron E. Futterman CPA, Esq. along with his partner Ron Lanza established the Law Firm of Futterman, Lanza & Pasculli, LLP with main offices in Smithtown, and Bay Shore, New York.
Prior to this firm, Mr. Futterman worked for several years at a premier Long Island Elder Law and Estate Planning firm.
The legal and tax experience Mr. Futterman has acquired over the course of his career helps him to better serve his clients. He has helped many individuals and families plan for their future while alleviating the fears, anxieties, and concerns many families experience when facing the unknown or inevitable.
The Partners of the firm are active in the National Academy of Elder Law Attorneys, the New York State Bar Association Elder Law Section, Suffolk County Bar Association Elder Law Committee and the Florida Bar Association Elder Law Section.
Mr. Futterman’s work experience as a Certified Public Accountant with two of the world’s largest public accounting firms enhances his ability to resolve the complex legal issues that arise in his Estate Planning, Tax, and Elder Law practice.
Mr. Futterman received his J.D. from Hofstra University and became a CPA in 1995, having graduated from the University of the State of New York.
We also have a Valley Stream and Southampton office to better serve the community. Visit our website at www.trustedattorneys.com to learn more about our firm.
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).
