Duggan Bertsch

Duggan Bertsch is a nationally recognized law firm distinguished for its comprehensive expertise in tax, business, estate, and succession planning. With a deep understanding of complex financial and legal intersections, the firm delivers customized strategies that safeguard assets, ensure compliance, and advance long-term client goals. Each engagement reflects a commitment to integrity, precision, and strategic foresight, resulting in solutions that balance innovation with proven legal excellence.

Duggan Bertsch brings together attorneys with advanced experience in law, finance, and accounting to provide integrated advice that supports business owners, investors, and families. The firm’s practice spans asset protection, business services, tax strategies, healthcare law, and wealth transition planning. By blending legal acumen with financial insight, the team develops structures that reduce tax exposure, protect wealth, and promote business continuity for future generations.

Duggan Bertsch has achieved national recognition for its leadership and thought innovation. Its attorneys have been honored in the Estate Planning Hall of Fame, ACTEC, and other distinguished professional organizations. Through its Legal Visionaries podcast, educational initiatives, and published insights, the firm continues to shape the conversation on evolving issues in business and estate law, emphasizing clarity, collaboration, and proactive strategy.

Duggan Bertsch operates with a philosophy rooted in accountability, inclusion, and client partnership. Every client relationship is treated with discretion and dedication, ensuring that each plan reflects both immediate objectives and long-term aspirations. Guided by excellence and ethical advocacy, the firm remains a trusted ally for individuals, families, and closely held businesses seeking thoughtful, forward-looking representation in today’s dynamic legal and financial landscape.