The Law Office of Dwight M. Montgomery was founded in August of 2006 by Dwight M. Montgomery, a former Partner of the Business and Tax Department at Best Best & Krieger LLP, where he practiced Tax Law and Business Law for almost 10 years. Dwight also served five years as an attorney with the Office of Chief Counsel, Internal Revenue Service, often “reverse-engineering” business structures and transactions to determine tax implications. After graduating from the University of Michigan Law School in 1989, Dwight started his legal career as a tax associate with the downtown Los Angeles office of Loeb and Loeb LLP, an international law firm.

Dwight specializes in Business Law for individuals, for-profit business entities, and nonprofit organizations, with special emphasis on counseling business-oriented individuals and closely-held middle market companies.

Transactional and Consulting: Dwight specializes in business transactional planning matters for individuals, sole proprietorships, corporations, limited liability companies, and limited and general partnerships, with a special emphasis on closely-held businesses. More specifically, he often advises on, analyzes the best structures for, and negotiates various transactions and matters —  

• organization of business entities (e.g., corporations, limited liability companies, partnerships)
• taxable and tax-free acquisitions, mergers, and business divisional transactions
• real estate purchases and sales, and leases of real property
• lender and private equity (including private placement) financing for businesses
• employment and deferred compensatory arrangements (e.g., management employment agreements, stock options, severance plans, equity incentive arrangements)
• business and personal succession strategies for owners of closely-held businesses
• federal and state corporate and business compliance matters

Nonprofit Organizations: Dwight represents numerous nonprofit organizations, including three of the largest nonprofit organizations in the Inland Empire. This representative work involves structuring, documenting, and advising in all aspects pertaining to the organization and operation of nonprofit public benefit corporations, nonprofit mutual benefit corporations, and nonprofit private foundations —  

• federal and state regulatory compliance matters
• satisfying the public support tests
• minimizing or eliminating unrelated business taxable income activities
• avoiding conflicts of interest
• discharging fiduciary obligations

General Counsel: Dwight also serves as General Counsel for corporations and other businesses and ventures, advising management on day-to-day operational matters and overseeing business and personal matters handled by other professionals.

DMM

L A W

est. 2006

Education

• University of Michigan, Doctor of Jurisprudence
• University of Michigan, Bachelor of Science

Admissions

• The State Bar of California
• U.S. Ninth Circuit Court of Appeals
• U.S. District Court – Central District of California
• U.S. Claims Court