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

James M. Duggan Speaks on Pre-Sale Planning at Agent Summit 2018

On Monday, May 21st, Jim Duggan spoke at Agent Summit 2018 in Las Vegas.  During his presentation, he emphasized that proper exit planning involves steps to maximize value, ensure privacy, achieve asset protection, minimize income and estate taxes, and guarantee a proper succession of the business.  Click here if you would like a copy of the presentation.

DUGGAN BERTSCH, LLC would like to Congratulate our 2017 Emerging Lawyers

Emerging Lawyers - Emerging Lawyers have been identified by their peers to be among the TOP LAWYERS who are age 40 or younger unless they have practiced for no more than 10 years. Less than 2% of all lawyers licensed in each state have received the distinction of Emerging Lawyer. 

 

Michael A. Passananti

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

Scott A. Sissel

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

Rafael A. Ruiz-Ayala

Closely & Privately Held Business Law
Health Law
Mergers & Acquisitions Law
Publicly Held Corporations Law
Securities & Venture Finance Law

Russell Q. Thirsk

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

Brian C. Konkel

Arts, Entertainment & Sports Law

Ronnie E. Webb Jr.

TONI! TONI! TONI! – Has Done It Again…

After repeated attempts, in multiple courts, in different states, the Toni 1 Trust has lost again – this time, in the Supreme Court of Alaska.

The recent and final version of Toni 1 Trust v. Wacker is an unsurprising, but long-awaited, declaration of the statutory vulnerability of Domestic Asset Protection Trusts (“DAPTs”).

To be clear, the facts are bad and the result should be fairly obvious. At the same time, the outcome of the case should not be construed as the death knell of the DAPT. DAPTs can work. They can also fail. Toni 1 Trust v. Wacker provides more certainty in the areas where we expected them to fail.

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State and Local Tax Quarterly Update

Will Physical Presence Remain The Determinative Factor Or Will Quill Be Overturned?

Since 1992, the states have operated based upon the reasoning of Quill Corporation v. North Dakota, 504 U.S. 298 (1992) which established that a state could not require a retailer to collect sales tax unless... Click HERE to continue reading!

Illinois Supreme Court Provides Guidance With Regards To Classification Of A Retailer Under The Retailers’ Occupation Tax Act (“ROTA”).

Citibank N.A. claimed a refund of approximately $1.6 million in sales tax resulting from bad credit card debt for accounts financed by the bank.  On November 30, 2017, the Illinois Supreme Court ruled unanimously that... Click HERE to continue reading!

Compressed Natural Gas not subject to the Motor Fuel Tax Law According to First District, (at least for certain tax periods).

The Illinois Appellate Court, First District, reversed a granting of summary judgment by the Illinois Independent Tax Tribunal that determined the Motor Fuel Tax Law did not impose a tax on compressed natural gas.  The decision hinged upon... Click HERE to continue reading!

Implications of the Tax Cuts and Jobs Act

The passing of the Tax Cuts and Jobs Act (“TCJA”), P.L. 115-97, ushered into law the most far reaching tax law change in over thirty years.  The primary thrust of the TCJA is to fundamentally change how businesses will be taxed after December 31, 2017.  However, there are a number of significant last minute planning moves both businesses and individuals should consider making prior to January 1, 2018 as well as new planning opportunities for 2018 and beyond.

Click here to read more.