Jim Duggan, JD, MBA

James M. Duggan is an advanced estate and tax planning attorney in Chicago, IL. He is an invaluable resource when it comes to helping affluent clients with asset protection, corporate structure, estate planning, and even international planning if needed.

Jim is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate, and wealth planning firm comprised of attorneys and accountants. Jim’s practice has concentrated principally on business and corporate law, and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families. Jim’s experience in the structuring and implementation of Family Offices, sophisticated tax planning, and asset protection planning strategies is nationally recognized, as is his role in the firm’s development of a leading multidisciplinary planning protocol. In addition to giving frequent lectures and authoring articles in his areas of concentration, Jim also serves as a director on numerous for-profit and not-for-profit organizations.

Jim’s educational background includes attaining a Bachelor of Science degree in Marketing from the College of Commerce and Business Administration at the University of Illinois at Urbana-Champaign (Magna Cum Laude), a Master’s degree in Business Administration in Finance from the DePaul University Graduate School of Business (Summa Cum Laude), and a Juris Doctor from the DePaul University College of Law, where he was awarded positions on both the DePaul Law Review and DePaul Business Law Journal.

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