Greta R. Staat, JD

Greta R. Staat is an Associate in the Estate & Wealth Planning and Business & Corporate practice groups at Duggan Bertsch.  With experience in the areas of estate planning; estate and trust administration; wealth protection; income, estate, gift and generation-skipping tax planning; charitable giving; succession planning; mergers and acquisitions; and general corporate law, Greta represents a broad spectrum of clients, including individuals, families and closely-held business owners, in matters affecting their businesses and personal estates. 

Greta addresses each client’s unique set of goals and circumstances by designing custom plans, including the creation of family office structures and utilizing a variety of sophisticated wealth transfer vehicles, in order to maximize and protect wealth and minimize federal and state income and estate taxes. 

 She earned her Juris Doctorate Degree at DePaul University College of Law in Chicago, Illinois with a Certificate in Taxation and her Bachelor of Art Degree in Fine Arts and Art History from the George Washington University in Washington, DC.

Publications

"For Love or For Money: An Art Collector's Guide to Estate Planning," DCBA Brief (June 2015)

Affiliations

  • Illinois State Bar Association
  • Chicago Bar Association”