Nov 28, 2022
Bryan M. Montana joins Chuhak & Tecson, P.C.
Chuhak & Tecson is pleased to announce that Bryan M. Montana has joined the firm as a principal in the Estate Planning & Asset Protection group.
Bryan focuses his practice exclusively on estate planning, designing customized wealth preservation, asset protection and tax minimization strategies for families and business owners. He handles wills, powers of attorney, trusts, trust and estate administration and special needs and disability planning.
Bryan has experience forming and structuring business entities as a part of the estate planning process with the ultimate goal of ensuring a smooth transition from one generation to the next. Bryan also has extensive experience helping families protect assets from the costs of long-term care, as well as qualifying for Medicaid and Veterans Affairs benefits.
Life changes typically require a change in your estate plan — starting a family, running a successful business, dealing with divorce and reaching retirement, just to name a few. Whether his clients are creating their very first plan or facing a major life event, Bryan’s rare combination of care and subject matter knowledge help them navigate even the most sensitive situations.
Originally from Dayton, Ohio, Bryan earned his Bachelor of Science degree in business with a major in marketing from Miami University and graduated from the University of Toledo College of Law, cum laude.