Legal Solutions for Individuals & Families
Planning Today, Protecting Tomorrow, Preserving for Generations
You have worked hard to build your wealth. We help you protect it, optimize your plan for the future, and navigate life’s complexities—with a vision to maximize your legacy for generations
Our Approach
A Collaborative, Forward-Thinking Approach
At DUGGAN BERTSCH, we understand that proper wealth planning is not just about reacting to the needs of the day—it’s about proactive planning to continually secure a legacy that endures. Our team collaborates across practice areas, including estate planning, business and corporate taxation, real estate, philanthropy planning and more, to craft a comprehensive and coordinated plan to protect your family’s interests now and for the future. In addition, DUGGAN BERTSCH is nationally recognized for its multidisciplinary planning protocol — an approach that pursues coordination with your other key advisor to promote alignment, consistency and collaoration on an ongoing basis.
What We Offer:
Trust, Estate & Wealth Transfer Planning
Comprehensive planning for the protection, maximization, and ultimate transfer of wealth, including core estate planning, advanced trust and entiti planning, and multi-generational structures and post-mortem estate administration.
Family Office Structuring and Administration
Developing and managing the business-based frameworks for complex private client asset ownership structuring, investment, and muligenerational planning oversight.
Charitable and Philanthropic Planning
Integrating both lifetime and at-death charitable planning strategies to achieve your family's long term philanthropic mission and tax efficiency.
Life Insurance Planning
Incorporating life insurance to meet contingencies and achieve broader financial and estate planning objectives.
International Planning
Addressing cross-border considerations for global asset holdings and family structures.
Estate & Gift Tax Planning and Compliance
Implementing advanced transfer planning and related compliance services to minimize multigenerational tax burdens while ensuring adherence to all federal and state estate and gift tax regulations.
Private Client Tax Return Preparation
Providing core and integrated compliance services for individual, trust and entity income tax reporting.
Domestic Tax Planning/Structuring
Optimizing individual and family tax positions within the U.S. regulatory framework to apply tax free vehicles, tax deferred structuring, maximize business deducation, and personal tax-advantaged investment structuring
Tax-Efficient Investment Planning
Advising on tax-free, tax-deferred and tax-advantaged strategies to enhance returns while minimizing tax liabilities.
Real Estate Transactions
Supporting commercial and residential property sales, deeds, transfers of title, entitiy formation, loan ___ and the establishment of land trusts.
Real Estate Structuring/Advisory
Providing guidance on optimal ownership and management structures for commercial and personal real estate holdings.
Tax Controversy – Federal, State, and Local Representation
Representing clients in disputes concerning individual, entitty and trust tax assessments and audits.
Business & Corporate Representation
Counseling clients with closely held businesses or substantial asset holdings on comprehensive general corporate counsel need governance, buy-sell agreements, mergers and acquisitions, raising capital, and finance matters while being mindful of how the business while being mindful of how the business intersects with personal wealth and estate.
Litigation Support
Delivering strategic advocacy in commercial and personal legal matters, including property damage, breach of contract, infrigement, estate disptues, and other pprivate client litigation needs as they arise.
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We offer a multi-disciplinary approach, leveraging our range and caliber of qualifications when it comes to best representing our private clients.