Welcome to DUGGAN BERTSCH, LLC — A law firm dedicated to thoughtful, innovative and uncompromising legal representation for the Private Client.

The needs of the private client are both pointed and diverse. While you require the advanced skills of a specialist, you also have diverse needs that must be understood and integrated by your lawyer. With its broad base of multi-degreed, multi-disciplinary attorneys, DUGGAN BERTSCH is uniquely positioned in the legal space to best serve the needs of Private Clients.

We look forward to showing you the DUGGAN BERTSCH difference.



The Window of Opportunity May be Closing on Valuation Discounts

Proposed IRS regulations intending to curtail the use of valuation discounts in estate planning are anticipated in September.  Although it has been threatened repeatedly in prior years, it appears that these proposed regulations will actually be issued and their scope will be broadened to include most family owned partnerships.

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WealthCounsel Presentation

David Henderson presented “Business Transition Workshop” at the Wealth Counsel Symposium on Tuesday, July 14th, 2015.  WealthCounsel provides best-in-class estate planning technology; education forums, labs, and webinars; an extensive online legal library; practice development and law firm management education; and a nationwide lawyers association to help its over 4,000 members with their practices.  This year’s Symposium was held at Hilton San Diego Bayfront, and was hosted by WealthCounsel.