Philip Putnam, Esq.

Personal Introduction

Mr. Putnam is managing partner at Monteleone & McCrory, LLP, where he heads the corporate, tax, and estate planning division of the firm. As both an attorney and Certified Public Accountant, Mr. Putnam specializes in corporate and business law matters, taxation, real estate, estate planning, and asset protection. Since joining the firm in 1980, Mr. Putnam’s experience in the fields of business and tax law has grown to include matters such as corporate governance, business formation and operation (including corporations, partnerships, LLCs, and LLPs), joint ventures, mergers, acquisitions, business dissolutions (an area in which he has one of the leading published cases in California), unfair competition/trade secrets, complex business and real estate transactions, construction (with an emphasis on sports stadiums and arenas, including ADA issues), and tax, financial, and asset protection planning. Mr. Putnam is admitted to practice in all state and federal courts in California, as well as the United States Tax Court and United States Court of Federal Claims. Mr. Putnam serves as a settlement officer at the United States Tax Court, and also serves as a Judge Pro Tem in the Los Angeles County Superior Court. The quality of his work is reflected by the fact that he is “AV” rated by Martindale-Hubbell Law Directory (its highest rating). Mr. Putnam is past president of the Wilshire Bar Association and has served on its Board of Governors for many years. He has served on various committees of the Los Angeles County Bar Association (including the State Appellate Judicial Evaluations Committee), the American Bar Association, the American Institute of Certified Public Accountants, and is a member of the Illinois C.P.A. Society. Mr. Putnam obtained his undergraduate degree (with honors) in accounting from the University of Southern California in 1977. He went on to earn his law degree in 1980 from USC. While at USC, Mr. Putnam received numerous honors and awards in both law and accounting. He has been a frequent lecturer for accountants, lawyers, financial advisors, and others in the areas of business, taxation, and estate and asset protection planning.