DUGGAN BERTSCH is a distinguished law firm specializing in integrated legal solutions for tax, estate planning, business, and succession matters. With a team licensed across multiple states, the firm stands out for its multidisciplinary approach that combines expertise in law, finance, and accounting to address complex client needs holistically.
The firm focuses on delivering strategic counsel to business owners, executives, high-net-worth individuals, and families, helping them navigate critical transitions such as business exits, wealth preservation, and legacy planning. Their attorneys are recognized for developing customized strategies that align tax efficiency, asset protection, and personal goals, ensuring comprehensive support for both business and personal legal matters.
Services Offered
- Asset Protection
- Business Services
- Business Exit Strategies
- Business Entities
- Estate and Legacy Planning
- Foundational Estate Planning
- High Net Worth Estate Planning
- Healthcare Law
- Elder Law
- Concierge Services
- Real Estate Law
- Tax Strategies and Transactions
- Tax Planning
- Philanthropy Planning
- Physician Estate Planning
- Trust & Estate Litigation
- Employment Law
- Trial Representation
- Life Care and Incapacity Planning
- Law Firm Finance and Management
- Legal Technology Consulting
- Starting Your Own Business
Headquartered in Chicago with a strong presence in Omaha, the firm serves clients nationwide with attorneys licensed in Illinois, Iowa, Indiana, Florida, California, Colorado, Massachusetts, and Texas. Their thought leadership is evidenced through podcasts, publications, and webinars that explore cutting-edge legal and business topics.
