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.



The Window of Opportunity May be Closing on Valuation Discounts

Proposed IRS regulations intending to curtail the use of valuation discounts in estate planning are anticipated in September.  Although it has been threatened repeatedly in prior years, it appears that these proposed regulations will actually be issued and their scope will be broadened to include most family owned partnerships.

Read More

WealthCounsel Presentation

David Henderson presented “Business Transition Workshop” at the Wealth Counsel Symposium on Tuesday, July 14th, 2015.  WealthCounsel provides best-in-class estate planning technology; education forums, labs, and webinars; an extensive online legal library; practice development and law firm management education; and a nationwide lawyers association to help its over 4,000 members with their practices.  This year’s Symposium was held at Hilton San Diego Bayfront, and was hosted by WealthCounsel.

Crowe Presentation

David Henderson presented “Cross Border Transactions for the CPA: Select Issues in U.S. International Taxation” at the Tax Planning for High Net Worth Clients Symposium on Tuesday, June 23rd, 2015. This year’s Symposium was held at the Gleacher Center in Chicago. The joint symposium was hosted by Crowe Horwath LLP, Keebler & Associates LLP, and CliftonLarsonAllen LLP.

DMH & AJG Presenting Strategies in Raising Capital

David Henderson, and Allen Gable will be presenting “Strategies in Raising Capital: Securities, Tax and Practical Considerations” at the Healthcare Information and Management Systems Society’s (HIMSS) annual conference on Tuesday, April 14th. This year’s conference is in Chicago at McCormick Place. HIMSS is a global, cause-based, not-for-profit organization focused on better health through information technology.  The presentation is hosted by The Society of Physician Entrepreneurs, which is a global biomedical and healthcare innovation network with membership open to all healthcare professionals, entrepreneurs and industry stakeholders.