Wealth and Succession Planning

Burke, Warren, MacKay & Serritella, P.C. is home to one of the most respected wealth and succession planning practices in the Midwest representing individuals, families, and fiduciaries in all phases of estate planning, trust administration, charitable giving, succession planning, ownership transition, trust and estate litigation, and risk management.

The group serves clients ranging from professionals and entrepreneurs in the early stages of wealth creation to those with asset values in excess of a billion dollars. A number of firm clients are included in the annual edition of 'Forbes' magazine's ranking of the 400 richest Americans.

Our attorneys understand that many aspects of our clients' lives, from their business dealings to family relationships, will impact their estate plans and must be considered. We help our clients to both recognize and achieve their individualized goals in trust and estate planning.

Members of the group play an active role in the wealth and succession planning community. Two of our members are adjunct professors at The John Marshall Law School in Chicago teaching tomorrow's wealth planning attorneys. In 2004, the group's senior member, Karen K. MacKay, was recognized as the area's leading estate planning practitioner as the recipient of the Chicago Estate Planning Council's Austin Fleming Distinguished Service Award. Each January, the group is represented at the industry-leading Heckerling Institute in Miami, Florida.

Our wealth and succession planning practice is complemented by the full resources of the firm, including lawyers in our corporate, real estate, trust and estate litigation, litigation and tax groups. To learn more, we invite you to contact any member of the group.