William L. Montague

Cincinnati
T 513.651.6920
F 513.651.6981
301 East Fourth Street
Great American Tower, Suite 3300
Cincinnati, Ohio 45202

Bill's practice is concentrated in estate and gift taxation and planning, estate and trust administration, business succession planning, asset protection planning and charitable giving. He is one of the few practitioners in the region involved in planning for U.S. citizens living abroad, and non-U.S. citizens living in the U.S.

He has extensive experience in drafting and implementation of wills, revocable and irrevocable trusts, family limited partnerships and limited liability companies, installment sales, grantor retained annuity trusts, residence trusts, private family foundations and donor advised funds, and charitable remainder and charitable lead trusts. He is also very experienced in planning for distributions from retirement plans and IRAs.

Bill represents individuals and business owners involved in distribution, real estate development, manufacturing, health care, financial services and many other industries. He also works with many executives of publicly traded companies, and has extensive experience planning for their unique situations.

Highlights & Recognitions

  • Cincy Leading Lawyers, 2013
  • Selected for inclusion in Kentucky Super Lawyers®, 2012-2016
  • Selected for inclusion in the Cincy "Leading Lawyer" list, Cincy Magazine, 2009-present.
  • The Best Lawyers in America® in the field of Trusts and Estates Law, 2006-2018
  • Selected for inclusion in Ohio Super Lawyers® in the field of Estate Planning and Probate, 2009-2017
  • Recipient of 2011 Bridge Builder Award from Greater Cincinnati Foundation as outstanding professional advisor

Memberships & Affiliations

  • Cincinnati Bar Association
  • Northern Kentucky Bar Association
  • Ohio Bar Association
  • Kentucky Bar Association
  • American Bar Association
  • Cincinnati Estate Planning Council, Member, 1986-present
  • Greater Cincinnati Planned Giving Council, Board of Trustees, 1990-1996
  • International Association for Financial Planning, Cincinnati Chapter, Board of Trustees, 1992-1997
  • 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
  • Cincinnati Bar Association, Chairman, Probate and Estate Planning Committee, 1999-2000

Press Releases

Civic & Charitable Organizations

  • Chatfield College, St. Martin, Ohio, Board of Trustees, 1987-1995, 2011-present
  • United Way Foundation, Board of Trustees, 2012-present
  • Greater Cincinnati Foundation, Foundation Advisory Network, 2010-present
  • University of Cincinnati Foundation, Gift Planning Committee, 1998-present
  • Chairman, University of Cincinnati Foundation, Gift Planning Committee, 2011-present
  • Cincinnati Zoo, Development Committee, 2005-present
  • Ronald McDonald House Cincinnati Planned Giving Council, 2009-present
  • Cincinnati Public Schools, tutor, 2010-present
  • Fine Arts Fund Planned Giving Advisory Council, 2001-2008
  • Northern Kentucky Fund of the Greater Cincinnati Foundation, Member, Advisory Committee, 2002-2010
  • Greater Cincinnati Foundation, Giving Strategies Committee, 2003-2010
  • St. Elizabeth Hospital Foundation, Development Committee, 2004-2007
  • Cincinnati Art Museum, Planned Giving Committee, 1995-2003
  • Cincinnati Opera Association, Board of Trustees, 1994-2004
  • Leukemia Society of America, Cincinnati Chapter, Board of Trustees, 1998-2001
  • Ascension Lutheran Church, Church Council, 1988-1993
  • Blue Ash-Montgomery Rotary Club, 1989-1993

Non-FBT Publications and Events

Speaker: 1992, 1996 and 2003, Cincinnati Estate Planning Institutes

Chairman, 1992, Northern Kentucky Bar Association Estate Planning Institute

Chairman, 1991-1994, Cincinnati Bar Association Basic Estate Planning and Probate Institutes

Chairman, 1997, Cincinnati Estate Planning Institute

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)

"Kentucky Corporate Law Developments," Northern Kentucky Law Review, Vol. 21, No. 2 (Winter 1994)

Other Contact Info

Alternate Offices

Florence Office
7310 Turfway Road
Suite 210
Florence, Kentucky 41042-1374
T: 859.817.5900
F: 859.283.5902
West Chester Office
9277 Centre Pointe Drive
Suite 300
West Chester, Ohio 45069-4866
T: 513.870.8200
F: 513.870.0999

Assistant

Nicole J. Reusing-Smith
Tracy Owens
Email
T 513.651.6752
513.651.6732
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