Meet The Team
Scott’s practice focuses primarily on estate tax planning and business succession matters for ultra high net worth families, with the majority between $25M – $300M+.
Scott’s early and extensive experience at a Tier 1 nationally ranked law firm in Chicago as well as in his current role as the leader of the trusts and estates group at a business and tax focused mid-sized firm have provided him with the expertise necessary to navigate complex estate tax matters, difficult business succession matters and the interactions therefrom in all types of corporate transactional (M&A) and family business dispute matters. The majority of Scott’s clients have significant estate tax exposures from multi-generational wealth (primarily for medium and large closely owned family businesses across the spectrum of manufacturing, construction, agriculture, technology, aviation, etc.) as well as corporate executives and all other families who need sophisticated estate tax expertise.
In addition to his law degree, Scott is a Certified Public Accountant (CPA) and received his post-doctorate Masters in Taxation (LL.M.) from Northwestern. He has received the highest Martindale-Hubbell rating of “AV Preeminent” and has been named a “Rising Star” in 2015 – 2019 by Super Lawyers (reserved for the top 2.5% of lawyers) as well an “Emerging Lawyer” by Leading Lawyers (reserved for the top 2% of lawyers under the age of 40).
Scott resides with his family in West Des Moines, Iowa. He practices out of the Chicago office of DUGGAN BERTSCH, LLC and is passionate about bringing the level of sophistication he has garnered over his career to families throughout Iowa [particularly Des Moines (where he lives) and the Quad Cities (where he was born and raised)], along with his representation of a number of families across the country.
*The Supreme Court of Illinois does not recognize specialties in the practice of law.
- Co-Author, “Divorce and the Family Business,” Business Entities Magazine, March/April 2007
- “The Next Generation LLC,” Insight Magazine, June 2006
- “Estate Tax Opportunities Prior to the Sale of a Closely-Owned Family Business”– Presented for Duff & Phelps, April 2016
- “The Evolution of the Virtual Family Office” – Leveraging technology as a platform for communication and decision making between all professionals for high net wealth families, presented for U.S. Bank, May 2013
- “Gifting Opportunities in 2012 — Leveraging the 2012 Tax Exemptions Through FLPs, FLLCs and GRATs, and Gifting Other Equity Interests, Life Insurance and Real Estate” presented for Strafford, September 2012
- “Recent Developments Including LP and LLC Valuation Cases, State Tax Decoupling and Asset Protection,” presented for First Midwest Trust, November 2009
- LL.M., Taxation, Northwestern University School of Law, 2004
- J.D., University of Iowa College of Law, 2003
- B.B.A., Accounting, University of Iowa, 2001
- Certified Public Accountant, 2006
- Illinois, 2004
- U.S. Tax Court, 2005
- Iowa, 2010
- American Bar Association – Member
- American Association of Attorney-Certified Public Accountants – Member
- Illinois State Bar Association – Member
- Chicago Bar Association – Vice Chair, YLS Taxation Division, 2005-2007
- Chicago Estate Planning Council – Member
- Chicago Iowa Club (University of Iowa) – President
- Iowa Expat Trust – Treasurer and Chicago Team Leader
When a professional baseball player is accused of using performance-enhancing drugs (“PEDs,” inclusive of hormones for purposes of this article), the implications can be catastrophic.
DUGGAN BERTSCH, LLC is proud to announce that our Sports Group has once again been recognized as one of the top Sports Law practices in the US by Hackney Publications. Click here to learn more
As the world copes with COVID-19 and the necessity of social distancing, individuals and businesses must contemplate the legal ramifications of their contracts, and what happens when those contracts cannot or are not being performed. Most contracts contain termination and remedies provisions that may be implicated given the current health crisis.
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The Cook County Assessor’s Office recently announced updates to its assessment and appeal process in response to the coronavirus pandemic. Normally, one-third of Cook County is reassessed in any given year, but due to the projected impact of COVID-19 on property values, the Assessor announced adjustments are planned across the entire county. To make assessments […]