Wealth and Succession Planning

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Overview

Burke, Warren, MacKay & Serritella 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 Wealth and Succession Planning Practice 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 affect their estate plans and must be carefully 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. Members of the group include Fellows of the American College of Trust and Estate Counsel, adjunct professors at The John Marshall Law School in Chicago teaching tomorrow's wealth planning attorneys, and a recipient of the Chicago Estate Planning Council's Austin Fleming Distinguished Service Award, which recognizes the area's leading estate planning practitioner.

The full resources of Burke, Warren, including lawyers in our Corporate, Real Estate, Litigation, and Tax Advisory Services Practice groups, complement our Wealth and Succession Planning Practice.

330 North Wabash Avenue, Suite 2100
Chicago, Illinois 60611-3607
T: 312.840.7000
F: 312.840.7900