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About me

My legal practice focuses on tax and estate planning for individuals and families.

I represent executives, physicians, lawyers, traders, farmers, business owners as well as family offices. My experience ranges from addressing routine estate planning matters to the most sophisticated estate tax and asset protection concerns for wealthy individuals including family limited partnerships, charitable remainder trusts, grantor retained annuity trusts, sales to grantor trusts, private annuities, domestic asset protection trusts and other irrevocable trusts.

I am a Certified Public Accountant and LL.M. in taxation graduate. As such, I focus a substantial portion of my practice helping clients navigate complex income, estate, gift, and generation-skipping transfer tax issues. I have received the highest Martindale-Hubbell rating of "AV Preeminent" for professional expertise in estate planning and taxation.

I am also the leader of the Chicago Iowa Club ( Please feel free to let me know if you ever have any estate questions or would like more information about the club.


Practice areas


  1. Private Wealth Services: 50%
  2. Wills & Living Wills: 25%
  3. Trusts: 25%

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Contact info

Duggan Bertsch, LLC

303 W. Madison Street
10th Floor
Chicago, IL, 60606


IAAuthorized to practice law201010/24/2015
ILActive And Authorized To Practice Law200411/12/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
National Volunteer of the YearUniversity of Iowa Alumni Association2009
Work experience
TitleCompany nameDuration
MemberDUGGAN BERTSCH, LLC2012 - Present
Trusts and Estate AttorneyLevin Schreder & Carey2010 - 2012
Trusts and Estates AttorneyMcGuireWoods2006 - 2010
Tax AttorneyShaheen Novoselsky Staat Filipowski and Eccleston2004 - 2006
Association namePosition nameDuration
Chicago Bar Association(YLS Taxation Division)Vice Chairman2005 - 2007
American Bar AssociationN/AN/A
Illinois State Bar AssociationN/AN/A
Chicago Bar AssociationMemberN/A
Chicago Estate Planning CouncilMemberN/A
Publication nameTitleDate
Business Entities MagazineDivorce and the Family Business2007
Business Entities MagazineDivorce and the Family Business2007
Insight MagazineThe Next Generation LLC2006
School nameMajorDegreeGraduated
Northwestern University School of LawTaxationLL.M - Master of Laws2004
University of Iowa College of LawLawJD - Juris Doctor2003
University of IowaAccountingB.B.A2001
Speaking engagements
Conference nameTitleDate
US Bank PresentationThe Evolution fo the Virtual Family Office2013
Strafford - Gifting Opportunities in 2012Leveraging the 2012 Tax Exemptions Through FLPs, FLLCs and GRATs, and Gifting Other Equity Interests, Life Insurance and Real Estate2012