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.

 

News From DUGGAN BERTSCH

SIGNIFICANT ESTATE, GIFT, AND INCOME TAX CHANGES PROPOSED UNDER THE “BUILD BACK BETTER ACT”

On September 13, 2021, the House Ways and Means Committee released a proposed tax bill (House proposal) as part of the Biden administration’s “Build Back Better Act.” The segments of the proposed bill discussed below highlight important changes to the way trusts, estates, and individuals could be taxed. However, it is important to note that this proposed legislation is likely to change (perhaps substantively) before it is finally passed into law.

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“For the 99.5% Act”

In late March, the “For the 99.5% Act” (the “Act”) was introduced to Congress. The Act contains several additions, removals, and amendments to the Internal Revenue Code that would significantly alter estate and business planning practices. The changes, if enacted, that would be most relevant to comprehensive planning for the private client are summarized in this article. 

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Congratulations to our 2021 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.

DUGGAN BERTSCH, LLC is proud to announce the following attorneys who have been selected as Super Lawyers and Rising Stars for 2021 in the following categories:

2021 Illinois Super Lawyers

Timothy Liam Epstein

  • Entertainment & Sports

Michael A. Passananti

  • Estate & Probate

Steven H. Shapiro

  • Mergers & Acq.

 

2021 Illinois Rising Stars

Clint A. Costa

  • Estate & Probate

Larissa A. Gest

  • Estate & Probate

Greta R. Staat

  • Estate & Probate

Kara A. Wenzl

  • Estate & Probate

DUGGAN BERTSCH, LLC would like to congratulate our 2021 Leading Lawyers & Emerging Lawyers

Leading Lawyers – Leading Lawyers have been recommended by their peers to be among the TOP LAWYERS in the areas of practice noted on this website.  Less than 5% of all lawyers licensed in each state have received the distinction of Leading Lawyer.

Gregory J. Bertsch

  • Closely & Privately Held Business Law
  • Tax Law: Business
  • Tax Law: Individual
  • Trust, Will & Estate Planning Law

James M Duggan

  • Closely & Privately Held Business Law
  • Tax Law: Business
  • Tax Law: Individual
  • Trust, Will & Estate Planning Law

Timothy L. Epstein

  • Arts, Entertainment & Sports Law
  • Commercial Litigation

Allen J. Gable

  • Closely & Privately Held Business Law
  • Real Estate Law: Finance
  • Tax Law: Business
  • Tax Law: Individual

David M. Henderson

  • Tax Law: Individual
  • Trust, Will & Estate Planning Law

Michael H. Israel

  • Tax Law: Individual
  • Trust, Will & Estate Planning Law

Rafael A. Ruiz-Ayala

  • Closely & Privately Held Business law
  • Health Law
  • Mergers & Acquisitions Law

Scott A. Sissel

  • Closely & Privately Held Business law
  • Tax Law: Individual
  • Trust, Will & Estate Planning Law

Russell Q. Thirsk

  • Tax Law: Business
  • Tax Law: Individual
  • Trust, Will & Estate Planning Law

Ronnie E. Webb, Jr.

  • Elder Law
  • Trust, Will & Estate Planning Law

Emerging Lawyers – Emerging Lawyers have been selected by the state’s Leading Lawyers. Less than 2% of all lawyers licensed in each state have received the distinction of Emerging Lawyer.

 

Clint A. Costa

  • Closely & Privately Held Business Law
  • Tax Law: Business
  • Tax Law: Individual
  • Trust, Will & Estate Planning Law

Brian C. Konkel

  • Arts, Entertainment & Sports Law
  • Commercial Litigation

Michael A. Passananti

  • Closely & Privately Held Business Law
  • Tax Law: Business
  • Tax Law: Individual
  • Trust, Will & Estate Planning Law

Greta R. Staat

  • Trust, Will and Estate Planning Law
  • Tax Law: Business
  • Tax Law: Individual

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The “Fair Tax for Illinois," Possibly to Become Known as "I’m Leaving for Florida," By Michael H. Israel, M.A., J.D., LL.M. (Taxation)

With the looming vote on the “Fair Tax for Illinois,” state residency planning has taken on new importance. The coverage to date regarding the proposed “Fair Tax For Illinois,” largely tainted by political bias, has been anything but clear.  

The proposal is simple enough, though – it intends to change the existing Illinois income tax structure from one rate to a series of graduated rates.   The impact, however, is neither certain nor clear.

First, the existing flat tax is mandated by the Illinois Constitution, which is why the rate system can only be changed by amending the Illinois Constitution.  Doing so is a complex and difficult process, making systemic tax changes difficult.

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