Representing and planning for family businesses, high net worth individuals, entrepreneurs and professionals requires creative and critical analysis based on experience and knowledge. DBM employs our command of not only complex tax, trust, estate and commercial law, but also of the accounting and financial concepts necessary to effectively address family wealth transfers, shareholder transitions, corporate matters, sales, mergers and acquisitions, as well as employment, real estate and commercial transactions.
Bill, John, and Janet bring years of Internal Revenue Service, public accounting, large law firm and small law firm experience. All the attorneys at the firm are admitted to the U.S. Tax Court. Steve, Patrick, Ivo and Alyssa have been part of the team for several years and are familiar with all our clients as well as their objectives. We take pride in the fact that we have a unique dedication and ETHOS.
William G. Daluga, Jr. has practiced law with an emphasis on estate and income tax planning, compliance and controversies at all levels for individuals, entities, estates and trusts for over 30 years.
John Boland's practice focuses on tax and legal issues affecting closely-held businesses including estate planning, succession planning, tax return preparation, tax planning, real estate transactions, financing transactions.
Janet Rae Montgomery joined the firm as a member in 2011. Before joining the firm, she worked at Schiff Hardin & Waite and other law firms in Oak Brook, Chicago, and San Francisco.
Steve currently is a Master of Laws (LLM) in Taxation candidate at Northwestern University School of Law and has been named to the Dean’s List.
Patrick earned his Juris Doctor at the DePaul University College of Law in Chicago in May 2014. At DePaul, Patrick participated as an oralist in the 2013 Willem C. Vis International Commercial Arbitration Moot court program in Vienna, Austria.
Ivo Iliev contributes unique perspectives and exceptional problem-solving skills with a results-oriented approach, which align with the DBM ethos.