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William L. Montague Education
B.A., magna cum laude, Wittenberg University, 1979
J.D., University of Cincinnati College of Law, 1982
Admitted to Practice
Kentucky, 1982
Ohio, 1986
Courts Admitted to Practice
United States Tax Court, 1983
Professional Memberships and Affiliations
Cincinnati Bar Association (Chairman, Probate and Estate Planning Committee, 1999-2000)
Northern Kentucky Bar Association
Ohio Bar Association
Kentucky Bar Association
American Bar Association (Sections of Taxation and Real Property, Probate and Trust Law)
Achievements in Areas of Concentration
Member, Cincinnati Estate Planning Council
Member, Northern Kentucky Estate Planning Council
Board of Trustees, Greater Cincinnati Planned Giving Council
Board of Trustees, Cincinnati Chapter, International Association for Financial Planning
American Bar Association, Real Property, Probate and Trust Law Section, Committee on Estate Planning and Drafting: Life Insurance; special projects committees on modified endowment contracts and standardizing ownership changes to irrevocable life insurance trusts, published in the January 1992 Journal of the American Society of CLU and ChFC
Honors and Awards
Recognized by Best Lawyers in America
Recognized by Ohio Super Lawyers
Recognized as one of two top estate planners in Cincinnati area by Cincy Business Magazine
Civic and Charitable Involvement
Fine Arts Fund Planned Giving Advisory Council (2001-present)
Northern Kentucky Fund of the Greater Cincinnati Foundation (2002-present); member, Advisory Committee; chair, Development Committee
Giving Strategies Committee, Greater Cincinnati Foundation (2003-present)
Planned Giving Committee, University of Cincinnati Foundation (1998-present)
Development Committee, St. Elizabeth Hospital Foundation (2004-present)
Development Committee, Cincinnati Zoo (2005-Present)
Planned Giving Committee, Cincinnati Art Museum (1995-2003)
Board of Trustees, Cincinnati Opera Association (1994-2004)
Board of Trustees, Cincinnati Chapter, Leukemia Society of America (1998-2001)
Church Council, Ascension Lutheran Church (1988-1993)
Board of Trustees, Chatfield College, St. Martin, Ohio (1987-1995)
Blue Ash-Montgomery Rotary Club (1989-1993)
Selected Publications and Presentations
Co-author of the following articles: "A Practical Approach to Death Tax Savings for the Kentucky Horseman," Thoroughbred Times, Vol. 1, No. 12 (December 6, 1985)
"Asset Freeze Cools Off Death Tax on Bank Stocks," Business First, March 31, 1986
"The Issuance and Redemption under Section 303 of a Preferred Stock Dividend in Order to Prevent Dilution of an Estate's Voting and Equity Interests in a Closely Held Corporation," Real Property, Probate and Trust Law Journal, Vol. 21, No. 2 (Summer 1986).
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