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Zachary Joseph Montgomery

Zachary Joseph Montgomery

Managing Member of Montgomery Legal
  • Estate Planning, Probate, Business Law ...
  • Texas
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Biography

Mr. Montgomery is a multi-credentialed attorney, CPA, and CFE. He is the founder and managing member of Montgomery Legal, and he serves as an adjunct professor of estate planning at the University of North Texas. His primary practice areas include: wills, trusts, and estate planning; probate; federal tax planning, preparation, controversies, and litigation; business planning and structuring; business advising and litigation; outside CFO/counsel; real estate transactions; personal injury claims, and forensic investigations.

Education
University of Virginia School of Law
J.D. | Law
University of Virginia School of Law Logo
Texas A&M University - College Station
M.S. | Management Information Systems
Texas A&M University - College Station Logo
Texas A&M University - College Station
B.B.A. | Accounting & Business Honors
Texas A&M University - College Station Logo
Professional Experience
Freeman Law, PLLC
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Ernst & Young LLP
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GPP, LLP
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PricewaterhouseCoopers LLP
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Certifications
Certified Public Accountant
Texas State Board of Public Accountancy
Certified Fraud Examiner
Association of Certified Fraud Examiners
Awards
Reader's Choice Top Author
JD Supra
Professional Associations
Texas State Bar
Current
Activities: Tax Section
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Collin County Bar Association
Current
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Texas Society of CPAs
Current
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American Institute of Certified Public Accountants
Current
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Association of Certified Fraud Examiners
Current
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Texas Aggie Bar Association
Current
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Jurisdictions Admitted to Practice
Texas
State Bar of Texas
ID Number: 24098130
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Fees
  • Free Consultation
  • Credit Cards Accepted
  • Contingent Fees
Practice Areas
Estate Planning
Health Care Directives, Trusts, Wills
Probate
Probate Administration
Business Law
Business Contracts, Business Dissolution, Business Formation, Business Litigation, Mergers & Acquisitions
Tax Law
Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, Tax Appeals, Tax Audits, Tax Planning
Real Estate Law
Commercial Real Estate
Personal Injury
Car Accidents, Motorcycle Accidents, Truck Accidents
Languages
  • English: Spoken, Written
Websites & Blogs
Website
Contact & Map
Montgomery Legal
2113 Long Park Ave
Prosper, TX 75078
Telephone: (214) 432-6100
Fax: (214) 432-2929
Monday: 8 AM - 6 PM
Tuesday: 8 AM - 6 PM
Wednesday: 8 AM - 6 PM
Thursday: 8 AM - 6 PM
Friday: 8 AM - 6 PM (Today)
Saturday: Closed
Sunday: Closed
Montgomery Legal
5700 Tennyson Parkway
Suite 300
Plano, TX 75024
Telephone: (214) 432-6100
Fax: (214) 432-2929
Monday: 9 AM - 5 PM
Tuesday: 9 AM - 5 PM
Wednesday: 9 AM - 5 PM
Thursday: 9 AM - 5 PM
Friday: 9 AM - 5 PM (Today)
Saturday: Closed
Sunday: Closed