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In 1991, Nicholas Montalto graduated Magna Cum Laude from the University of Connecticut with a degree in Accounting and Taxation. He went on to serve as auditor and tax practitioner with the Certified Public Accounting firm of Mazars & Co., in New York City.
Inspired by his grandfather, a New York City Judge and Magistrate, and father, an Estate Planning attorney and CPA, Mr. Montalto later received his Juris Doctorate from Whittier Law School, where he was a scholarship recipient.
Mr. Montalto's emphasis and expertise is in the areas of Estate Planning, Trust and Probate Law, and Civil Litigation, including Trust Litigation, Personal Injury & Wrongful Death. Mr. Montalto has successfully applied his litigation and negotiation skills in obtaining millions of dollars in settlements, judgments, and verdicts on behalf of his litigation clients.
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Practice Areas
30 years | 1,200 cases
30 years | 1,000 cases
30 years
30 years | 100 cases
10%-35%
State: California
Acquired: 1996
No misconduct found
Other places you can find Nicholas online.
6 Client Reviews
Showing 1 - 2 of 2 reviews | Compassion
Posted by GP | August 19, 2016 | Hired Attorney | Estate Planning
Professional and knowledgeable and reassuring
Very helpful in answering all of our estate planning questions, and they reviewed all of our documents which were prepared by another law firm to ensure our bases were covered. Best of all, Nick and his team did something the other law firm did not do, which was explain everything we had signed in ...
Posted by anonymous | January 23, 2008
Great Caring Lawyer
Nick is the best attorney I've ever dealt with. He is smart, kind, and really knows what he is doing. I'll always go to him for all my legal needs.
"I endorse this lawyer. I've known Nicholas for over twenty years. He is and has always been a very smart attorney. He is willing to listen closely to his client's needs. Nicholas has his clients' best interests at heart, and he provides valuable legal advice."
"I first met Nick around 2000, when we worked on a case together. I was very impressed with his thorough preparation and commitment to his clients. Since then Nick has became a leader in the estate planning field in the South Bay and is someone whom I would enthusiastically recommend. We work on the same floor, and I can say that there is no more hardworking lawyer around."
"Nick is caring, kind, professional, easy to talk to, and thoroughly knowledgeable about the law and the practice of Wills and Estate Planning. I strongly recommend Nick and his practice to all clients."
"I highly recommend Nick Montalto for estate planning work. I've referred several of my clients to him....and even my mother! Nick is very experienced, keeps current on all laws affecting estate planning and, importantly, is very caring."
"I endorse this lawyer. I have known Mr. Montalto for over 7 years. All clients I have referred have been extremely satisfied with his professional services and care to their needs in all estate planning and related matters."
"Mr. Montalto is extremely knowledgeable in the areas of trusts & estates / estate planning. It is without hesitation I would recommend and endorse him."
"It is with great conviction and enthusiasm that I endorse this lawyer. I have had the privilege of working with Mr. Montalto on several legal matters. Each and every occasion has been a pleasant and rewarding experience. He is extremely competent and professional, and even has a great sense of humor. We could use more lawyers like him...!"
"I endorse this lawyer. I have worked with Mr. Montalto for several years. Clients I have referred have been extremely satisfied with Mr. Montalto's professional approach and care to their specific matter. I highly recommend Mr. Montalto and his team to assist in all estate planning and related matters."
"Mr. Montalto is very knowledgeable in the areas of trusts and related taxes, and was very helpful in providing me information. Further, he is quite personable and friendly to deal with. I would not hesitate steering friends or associates in his direction if they needed help in those areas."
"Nick is one of the most knowledgeable attorneys in the area of Estate Planning that I personally know. I guess the highest endorsement comes by way of patronage. Nick did my trust and I was absolutely satisfied with it."
"Nick and his firm have helped me with several matters over the years and he has become my one and only go to source for trust or estate matter. He is also quick to refer me out when necessary or involve other attorneys in his firm where their experience is required. I trust his guidance without fail and his help and expertise have benefitted me, my clients and my family."
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1995
Merit Scholarship, Whiitier School of Law
1994
Merit Scholarship, Whittier School of Law
1991
Cum Laude, University of Connecitcut
1991
Deans List, University of Connecticut
1991
Scholastic Achievement - Univ. Conn Chapter (Bus School), Beta Gamma Sigma Honor Society
1991
Golden Key National Honor Society, Golden Key National Honor Society - Univ of Connecticut
1990
Deans List, University of Connecticut
1989
Deans List, State Univerity of New York
1988
Deans List, State Univesity of New York
1996 - 2016
President, Nicholas T. Montalto, P.C.
1996 - 1999
Partner, Santiago, Montalto & Rodnunsky
1995 - 2016
Sr. Partner, Sanders & Montalto, LLP
1993 - 1993
Volunteer Law Clerk, Public Defender's Office
1991 - 1994
Auditor/Tax, Mazars & Co.
1990 - 1990
Legal Intern, Squadron Ellenoff Plesent & Lehrer
1999 - Present
United States Supreme CourtBarrister
1996 - Present
American Bar AssociationMember
1996 - Present
State Bar of CaliforniaMember
1996 - Present
Supreme Court of CaliforniaMember
1993 - 1995
Delta Theta Phi Law Fraternity, Inter'lMember
over $14,000,000 tax savings
1995
JD - Juris Doctor
1991
BS - Bachelor of Science
2015
Estate Planning Basics
2012
Estate/Tax Planning
2011
Estate/Financial Planning
2011
Estate Planning
2008
English
Legal Answers
Can someone gift property to a trust then restate and take the entire trust ?
26 Jul 2018
Question about Family Trust
02 Jun 2017
Can a person with power of attorney create an irrevocable trust, and move the main asset of the person into said trust
13 Jul 2016