Meet The Team
William B. Lundgren, JD
William Lundgren is a member of DUGGAN BERTSCH, LLC’s Real Estate group. William has extensive experience advising buyers, sellers, landlords, tenants, developers, and investors in complex residential and commercial real estate transactions, including purchasing, selling, leasing, investing, financing, and dispute resolution. William’s real estate services include:
- Commercial Real Estate Transactions.
- Residential Real Estate Transactions.
- Contract drafting, review and negotiation.
- Commercial Lease drafting, review, and negotiation.
- Review of transaction closing documents, including deeds, bills of sale, and lease assignments,
- Title and Survey review.
- Commercial loan document review and negotiation.
- Closings and title transfers.
William is also experienced in tax law, business law, and estate planning, which enables him to look at each client’s individual situation wholistically and assist with the following:
- Advising clients on the tax implications of real estate investments, including capital gains taxes, property tax assessments, and tax strategies for minimizing liabilities.
- 1031 Exchanges.
- The formation, structuring, and maintenance of business entities.
- Asset Protection by setting up proper legal structures and strategies to minimize exposure to litigation or other financial risks.
- Succession Planning.
William earned his J.D. at the University of Kansas School of Law and his B.A. at the University of Nebraska.
Publications
Congratulations to our 2025 Super Lawyers and Rising Stars!
The Illinois Super Lawyers and Rising Stars is an honor reserved for those lawyers who exhibit excellence in practice. Only 5% of attorneys in Illinois receive this distinction. Attorneys are selected through a patented selection process involving nominations, research, and peer reviews.
2024 DUGGAN BERTSCH Year End Newsletter
Dear Clients and Colleagues, As the tax year 2024 is closely coming to an end, we suggest that all our clients and colleagues consider potential year-end planning opportunities with respect to their investments, business holdings, and their overall individual wealth status with an eye towards tax planning strategies that may be available for both their […]
Timothy Liam Epstein was referenced in the WBEZ Chicago article entitled, “Pitchfork announced more VIP tiers for its 2024 festival. The internet booed.”
Timothy Liam Epstein was referenced in the WBEZ Chicago article entitled, “Pitchfork announced more VIP tiers for its 2024 festival. The internet booed” on March 19. 2024. “A shift in attitude among younger concertgoers may be stoking the demand for VIP pricing. Tim Epstein, a sports and entertainment attorney at Chicago’s Duggan Bertsch who represents […]
Congratulations to our 2024 Super Lawyers and Rising Stars!
The Illinois Super Lawyers and Rising Stars is an honor reserved for those lawyers who exhibit excellence in practice. Only 5% of attorneys in Illinois receive this distinction. Attorneys are selected through a patented selection process involving nominations, research, and peer reviews.
Timothy Liam Epstein was featured in the Illinois College of Law Alumni Newsletter
Entrepreneurial spirit propels Epstein '04 to top of sports and entertainment field
Corporate Transparency Act – Mandatory Reporting Requirements Expected to Impact Millions of Business Entities
Background: Congress enacted the Corporate Transparency Act (the “CTA”) on January 1, 2021, to help prevent and combat money laundering, terrorist financing, organized crime, and other illicit activity. Effective January 1, 2024, the CTA will require most existing and newly formed corporate entities in the U.S. to file reports with the Treasury Department’s Financial Crimes […]
Recent U.S. Supreme Court Case Impacts Trust Taxation
The U.S. Supreme Court recently issued its opinion on North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust, which addressed “….the limits of a State’s power to tax a trust.” This is the first time in decades the Supreme Court has addressed this issue, and its decision could have significant implications for […]
State and Local Tax Reminder about State Income Tax Residency
At DUGGAN BERTSCH, LLC, we are often asked by clients to explain the process by which a taxpayer can establish a “new” state residency for income tax purposes. Sometimes we are asked to explain the impact of moving to a new state altogether or about the impact of remaining in your current state of residence while […]