Jonathan W. Michael

Partner

Jonathan W Michael

Jonathan W. Michael is a shareholder at Burke, Warren, MacKay & Serritella, P.C. Jonathan’s practice focuses on estate and gift tax issues, with an emphasis on wealth and business succession planning for closely held business owners and entrepreneurs.
 
Jonathan also has extensive experience in representing corporate and individual executors and trustees in probate and trust administration matters, including advising clients: in properly carrying out their fiduciary duties; contested estates, actions to construe and/or reform estate planning documents containing improper or ambiguous terminology or scrivener’s errors; and gift and estate tax controversies with state and Federal taxing authorities.

Jonathan represents a broad array of clients, including business owners and entrepreneurs, executives, individuals and families with inherited wealth, not-for-profit organizations and charities, and individuals in the entertainment industry. 
 
As an Adjunct Professor in the LL.M. Program at The John Marshall Law School, Jonathan has developed and currently teaches the “Basic Estate Planning” and “Advanced Estate Planning” courses. Additionally, Jonathan is a sponsor-liaison to the Chicago Family Business Council at DePaul University, where he advises owners of family owned and closely held businesses on a wide variety of business and succession issues.
 
Martindale Hubbell has awarded Jonathan with an AV Peer Review Rating, which is its highest rating for ethical standards and legal ability. In addition, he has been named to the Illinois Super Lawyers list. Jonathan frequently speaks at professional educational seminars, including those sponsored by the Illinois Institute of Continuing Legal Education and the Chicago Bar Association. He has authored numerous articles on a wide range of topics, including business succession planning, asset protection planning, and the transfer and taxation of collections and collectibles.
 
Jonathan has also recently been featured on the WBBM Newsradio 780 AM and 105.9 FM show called "At Issue", hosted by WBBM's political reporter, Craig Dellimore. Jonathan spoke about issues relating to estate planning for those who are aging.
 
Jonathan received his undergraduate degree in Finance from Miami University in Oxford, Ohio, his law degree, cum laude, from the University of Miami School of Law in Coral Gables, Florida, and his Masters of Law degree in Taxation from New York University School of Law in New York. Jonathan is licensed to practice law in Illinois, Florida, the District of Columbia, and the U.S. Tax Court.

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Contact Information

Bar Admissions

Florida, 1994; Illinois, 1995; U.S. District Court, Southern District of Florida and U.S. Tax Court, 1996; District of Columbia, 1998

Education

  • Miami University (B.S., 1990)
  • University of Miami School of Law (J.D., cum laude, 1994)
  • New York University School of Law (LL.M. in Taxation, 1995)

Professional and Civic Involvement

Firm Liaison, The Chicago Family Business Council at DePaul University

Secretary, Patrons of the Arts for the Vatican Museum
School Board President, Our Lady of Mount Carmel Academy

Member, Chicago Estate Planning Council
Member, Chicago Bar Association
Member, Illinois State Bar Association
Member, Florida Bar Association

Member, Bar Association of the District of Columbia

Articles and Presentations