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About Scott
Biography
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
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Iowa for 15 years
State: Iowa
Acquired: 2010
No misconduct found
Licensed in Illinois for 21 years
State: Illinois
Acquired: 2004
No misconduct found
Location
Duggan Bertsch, LLC
303 W. Madison Street, 10th Floor, Chicago, IL, 60606
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Experience
Honors
2019
Super Lawyer, Super Lawyers
2018
Super Lawyer, Super Lawyers
2017
Super Lawyer, Super Lawyers
2016
Super Lawyer, Super Lawyers
2015
Super Lawyer, Super Lawyers
2009
National Volunteer of the Year, University of Iowa Alumni Association
Work Experience
2012 - Present
Member, DUGGAN BERTSCH, LLC
2010 - 2012
Trusts and Estate Attorney, Levin Schreder & Carey
2006 - 2010
Trusts and Estates Attorney, McGuireWoods
2004 - 2006
Tax Attorney, Shaheen Novoselsky Staat Filipowski and Eccleston
Associations
American Bar Association
Illinois State Bar Association
Chicago Bar Association
Member
Chicago Estate Planning Council
Member
2005 - 2007
Chicago Bar Association(YLS Taxation Division)Vice Chairman
Education
2004
Northwestern University School of Law
LL.M - Master of Laws
2003
The University of Iowa College of Law
JD - Juris Doctor
2001
University of Iowa
B.B.A
Speaking Engagements
2013
US Bank Presentation
The Evolution fo the Virtual Family Office
2012
Strafford - Gifting Opportunities in 2012
Leveraging the 2012 Tax Exemptions Through FLPs, FLLCs and GRATs, and Gifting Other Equity Interests, Life Insurance and Real Estate
Publications
2007
Business Entities Magazine
Divorce and the Family Business
2007
Business Entities Magazine
Divorce and the Family Business
2006
Insight Magazine
The Next Generation LLC
Languages
English
Activity
Legal Answers