Experts In Tax, Estate Planning, Business,
and Succession Planning

At DUGGAN BERTSCH OMAHA, our expertise includes:

  • Assisting business owners with positioning and selling businesses
  • Tax strategies for business owners and investors
  • Integrated tax, business, asset protection and trust, and wealth succession strategy
  • Integrating estate planning, legacy planning, family office and life care planning
  • Solutions for business owners and executives dealing with issues of the aging parent


We are experts in tax, business exit planning, legacy planning, philanthropy, wealth succession planning, asset protection planning and integrating life care and incapacity planning.

Our Lawyers

Meet the Rest of the DUGGAN BERTSCH Legal Team

Headquartered in Chicago, DUGGAN BERTSCH’s legal team is licensed in several states, including Illinois, Iowa, Indiana, Florida, California, Colorado, Massachusetts and Texas. Visit the link below to find a lawyer in your area.

Our Lawyers

Practice Areas

Ultimately, you want to work with a law firm that specializes in the areas that impact you most. DUGANN BERTSCH OMAHA has established key core areas of practice that are best suited to the needs of our clients. And we add to these practice areas when it enhances the support and expertise we’re able to provide.

From preserving your assets, to ensuring your wishes are followed after your death, our estate attorneys are expert and experienced.

Our attorneys have extensive backgrounds in finance, accounting and business, making them ideal counsel for all issues impacting your business. 

Put together strategies that effectively reduce tax liabilities, address regulations and analyze potential liabilities of business decisions with our tax team.

Legal Visionaries Podcast

Explore the issues through different lenses with our Legal Visionaries Podcast. Hosted by Mary Vandenack, this weekly podcast brings together experts from a variety of professions to examine legal news and law practice.

Tune in anytime to hear this week’s topic.

Contact Us

Learn more about our attorneys, specialty areas or how we can support you when you contact DUGGAN BERTSCH OMAHA today. Also feel free to call and arrange an appointment.