Legal Solutions for Individuals & Families
Planning Today, Protecting Tomorrow, Preserving for Generations
You’ve worked hard to build your legacy. We help you protect it, plan for the future, and navigate life’s complexities—with a vision that extends for generations.
Our Approach
A Collaborative, Forward-Thinking Approach
At DUGGAN BERTSCH, we believe that true wealth planning is not just about today or tomorrow—it’s about creating a legacy that endures. Our team collaborates across practice areas, including estate planning, international taxation, real estate, and more, to craft strategies that protect your family’s interests now and for the future. Whether you’re planning for your children, grandchildren, or beyond, we anticipate challenges and opportunities that may arise along the way, ensuring your legacy is preserved and your family’s future is secure.
What We Offer:
Trust, Estate & Wealth Transfer Planning
Comprehensive planning for the transfer of wealth, including dynastic and multi-generational trusts and post-mortem estate administration.
Family Office Structuring and Administration
Developing and managing frameworks for complex family asset oversight.
Charitable and Philanthropic Planning
Integrating charitable objectives into overall wealth and estate strategies.
Life Insurance Planning
Incorporating life insurance in broader financial and estate planning frameworks.
International Planning
Addressing cross-border considerations for global asset holdings and family structures.
Estate & Gift Tax Planning and Compliance
Strategic counsel and compliance services to minimize tax burdens and ensure adherence to all federal and state estate and gift tax regulations.
Individual Tax Return Preparation
Providing fundamental compliance services for personal income tax.
Domestic Tax Planning/Structuring
Optimizing tax positions within the U.S. regulatory framework.
Tax-Efficient Investment Planning
Advising on strategies to enhance returns while minimizing tax liabilities.
Real Estate Transactions
Supporting residential property sales, deeds, transfers of title, and the establishment of land trusts.
Real Estate Structuring/Advisory
Providing guidance on optimal ownership and management structures for personal real estate holdings.
Tax Controversy – Federal, State, and Local Representation
Representing clients in disputes concerning individual tax assessments and audits.
Business & Corporate Representation
Counseling clients with closely held businesses or substantial asset holdings on corporate governance, buy-sell agreements, and general corporate matters as they intersect with personal wealth.
Litigation Support
Delivering strategic advocacy in personal legal matters, including property damage, breach of contract, or other relevant disputes.
Contact Us
Ready to Get Started?
We offer a multi-disciplinary approach, leveraging our range and caliber of qualifications when it comes to best representing our private clients.