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

Current Estate and Gift Tax Planning Opportunities

July 8, 2020

As the global economy continues to feel the disruptive effects of the COVID-19 crisis, now may be an appropriate time to consider potential estate planning opportunities: Low Interest Rates: The IRS prescribes minimum interest rates that taxpayers must charge on most loans (including installment sales) to avoid gift tax consequences. These IRS rates are now…

SECURE, CARES and Retirement Account Distributions in 2020

June 26, 2020

Both the SECURE Act enacted in December 2019 and the CARES Act enacted in March 2020 changed the rules governing distributions from retirement plans and IRAs. Under the SECURE Act, retirement plan participants and IRA owners no longer have to begin taking distributions until April 1 of the calendar year after they reach age 72…

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…