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.

 

News From DUGGAN BERTSCH

Gregory BERTSCH presents "Captive Insurance Companies – IRS and Legislative Updates"

Gregory BERTSCH presents "Captive Insurance Companies – IRS and Legislative Updates" as a Key Note Speaker for the 2016 Northeast Captive Insurance Conference from 11:30 a.m. to 12:30 p.m. on June 16 at the Union League Club, New York City. Gregory will be addressing recent case law developments and the IRS’ current perspective with captive insurance companies.  He will also be discussing the recently passed PATH Act and prospective solutions for those impacted by the Act.  Tickets for the event are available at $199 per person and can be purchased here.  

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.

Brian Konkel is featured as a guest author in the Chicago Daily Law Bulletin: "Helmet case puts NCAA arms-length policy at risk."

Barring a last-minute settlement, the NCAA is likely to stand trial in the wrongful death case of a former football student-athlete.

On April 6, Montgomery County (Md.) Judge David A. Boynton denied the NCAA’s motion for summary judgment in the Derek Sheely wrongful death lawsuit. The trial is set to begin on June 20.

Click here to view full article.

Click here to view article on the Chicago Daily Law Bulletin.