Welcome to DUGGAN BERTSCH, LLC — A law firm dedicated to thoughtful, innovative and uncompromising legal representation for the Private Client.

The needs of the Private Client are both pointed and diverse. While you require the advanced skills of a specialist, you also have diverse needs that must be understood and integrated by your lawyer. With its broad base of multi-degreed, multi-disciplinary attorneys, DUGGAN BERTSCH is uniquely positioned in the legal space to best serve the needs of Private Clients.

We look forward to showing you the DUGGAN BERTSCH difference.

 

We are proactive partners ready to serve your needs in the following practice areas :

News From DUGGAN BERTSCH

Gregory BERTSCH presents “Delivering A Family Office Experience Through Collaboration”

Gregory BERTSCH presents “Delivering A Family Office Experience Through Collaboration” for the Advanced Tax Planning Institute at 3 p.m. on July 12 at the Omni La Costa Resort & Spa located at 2100 Costa Del Mar Road, Carlsbad, CA 92009. Gregory will be discussing the benefits and experiences of collaborative planning for Private Clients.  This presentation will focus on ways that attorneys, accountants, and financial professionals should collaborate amongst each other to deliver a better solution to their Family Office Clients.  Register for this event by calling (760) 602-0832 or visit advancedtaxplanning.org.

Jim DUGGAN presents: "Tame The 'B.E.A.S.T.'"

Jim DUGGAN presents "Tame The 'B.E.A.S.T.'" Thursday, May 12 at the 2016 Nautilus National Meeting held in the Dallas/Plano Marriott at Legacy Town Center, Plano, Texas.  Jim will present on comprehensive planning for the business owner to include: Buy-sell planning, Estate planning, Asset protection, Succession planning and Tax minimization.

Congratulations to Timothy Epstein, Michael Passananti, Scott Sissel and Clint Costa for being named to the 2016 Illinois Super Lawyers list!

Super Lawyers rated Timothy Epstein as one of the top entertainment & Sports Attorneys in Chicago, IL for the fifth year. Michael Passananti, Scott Sissel and Clint Costa were each listed as top estate planning & probate attorney in Chicago, IL by Super Lawyers. Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. Super Lawyers selects attorneys using a rigorous, multiphase rating process. Peer nominations and evaluations are combined with third party research. Each candidate is evaluated on 12 indicators of peer recognition and professional achievement. Selections are made on an annual, state-by-state basis. Way to go Team!

LEGISLATIVE CHANGES REQUIRE CAPTIVE INSURANCE COMPANIES TO IMMEDIATELY ASSESS THEIR OPERATIONS

On December 18, 2015, President Obama signed into law The Protecting Americans from Tax Hikes Act of 2015 (“the PATH Act”).   The PATH Act accomplished major legislative agenda items by extending certain business and individual income tax provisions that had expired at the beginning of 2015.  The PATH Act also contained important changes to the law that will affect many Captive Insurance Companies (“CIC”). 

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