Whether you’re focused on preserving generational wealth or protecting hard-earned assets earned over a lifetime, DUGGAN BERTSCH OMAHA delivers. Our experienced trusts and estates planning team weaves high-end tax acumen and legal expertise into custom strategies. We’re adept in our ability to structure assets and ownership interests that ensure security and financial stability.
Again and again, our strategies prove themselves in the highly customized estate plans we develop to address the unique needs of individuals, closely held companies, families and family-owned businesses in Nebraska and across the country. In addition, DUGGAN BERTSCH OMAHA estate planning attorneys offer recommendations for avoiding probate and estate tax issues, and are invaluable in their assistance with charitable donations, planning for Medicare and any business succession issues.
Safeguarding and distributing your estate
Our expertise in estate planning and administration ensures we’re able to find the right mechanisms to safeguard your wealth – and to distribute it. We’re able to offer counsel on a wide variety of wealth succession systems, including:
- Fundamental Estate Plan – revocable trust, pour-over will, powers of attorney, advance directives
- Asset Protection Strategies – premarital agreements, asset protection trusts
- Complex Trusts
- Disability Protection Trusts
- Philanthropic Strategies – Charitable Trusts, Private Foundations
- Retirement Plan Assets – Beneficiary Designations, SECURE Act, Retirement Plan trusts
- Business Exit – presale strategies, trust strategies, avoiding state income taxes, charitable strategies.
- Cryptocurrency and Unique Assets
Practice Areas
DUGGAN BERTSCH OMAHA attorneys will represent and counsel you and your business with zeal and great attention to detail. Experts in tax and business law, our attorneys provide services in many practice areas, including:
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.
Aging, illness and other life events can impact the plans you’ve made. We can pull together legal, medical and support services to manage it all.
Put together strategies that effectively reduce tax liabilities, address regulations and analyze potential liabilities of business decisions with our tax team.
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.
