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.



Technology Contracts – What’s In Your Contract?

Almost every business is a party to at least one technology contract, such as a cloud service agreement, software license agreement, SaaS Agreement or a consulting agreement with a technology vendor.  It can be easy to overlook these agreements.  They are frequently printed in small font, can be difficult to read and may appear to contain nothing but “boilerplate” provisions. Continue Reading...

DB Alert: CARES Act Tax Relief

As we’ve outlined in our previous Newsletters, President Trump signed into law on March 27, 2020, the Coronavirus Aid, Relief and Economic Security Act (CARES Act or the Act). In addition to the Paycheck Protection Program  offered to businesses to further support employee retention and maintenance of the business (See March 30th, CARES Act and Paycheck Protection Program (PPP) Client Alert), as well as other appropriations for health care and education needs, the Act provides various forms of temporary and permanent tax relief in an effort to supply additional liquidity to such businesses. A list of those relevant tax relief provisions is outlined Click Here To Continue Reading...


Last Friday Congress approved and President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”).  CARES represents the third round of legislation responding to the ongoing Coronavirus virus, and is the largest economic and relief package in the Nation’s history.  It provides over $2.2 trillion of funding geared toward providing cash flow and tax relief for small businesses and individuals impacted by the pandemic, and it will have a particularly significant impact on the closely-held private client.  Read More....

DB Alert: 2019 Payment and Filing Deadlines

As we previously alerted our clients and friends, the Internal Revenue Service has postponed the tax payment deadlines for calendar year taxpayers until July 15, 2020 provided that the amounts owed did not exceed certain levels (prior alert); however, the tax filing deadline itself was not automatically extended under this prior guidance.

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Time to Reflect, Regroup, and Restructure

During unforeseen moments of adversity, mortality, and economic decline such as what we are all experiencing right now, it forces each of us to confront the realities of our situation, for better or for worse. While some of us may be sheltered in our homes with a little extra time on our hands, and others may have little time to spare as they scramble to stay in control of things, this is the perfect time to reflect, regroup, and restructure your affairs to either respond to or take advantage of your new reality. Specifically, this is the time for you to revisit your:

  • Estate Planning Documents
  • Asset Protection Structure
  • Wealth Transfer Planning
  • Reformation/Litigation of Contracts
  • Documenting/Securing Receivables
  • COVID Legislative Compliance/Guidance

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