ANTHONY F. MONTARULI

ASSOCIATE

Anthony F. Montaruli practices in the areas of estate planning and administration, trust administration, charitable giving and income, gift and estate tax planning. Prior to joining the firm’s Trusts and Estates Department, Anthony practiced in the firm’s Corporate Department for almost ten years, where he focused on matters relating to the structure, formation and operation of private investment funds. Anthony utilizes his corporate law experience to advise private fund managers on management and other corporate structures that best serve their estate planning goals.

Practices

Education

Boston College Law School (J.D., cum laude, 2006)

College of the Holy Cross (B.A., summa cum laude, 2003)

Bar Admissions

2007, New York

Accolades

Phi Beta Kappa

Insights

SECURE Act Changes Key Retirement Plan and IRA Rules Alerts

December 30, 2019

Retirement benefits (such as pension, profit-sharing, 401(k) or IRA benefits) make up a substantial portion of many people’s assets. Congress recently passed, and the President signed on December 20, 2019, the Setting Every Community Up for Retirement Act (the SECURE Act) as part of the Further Consolidated Appropriations Act, 2020. The SECURE Act made various…