Jonathan W. Michael Elected To ACTEC, Nation’s Leading Estate Planning Network

Print PDF



Contact: Julianne Holdsberg, Burke, Warren, MacKay & Serritella, P.C.


Burke, Warren, MacKay & Serritella congratulates Firm partner Jonathan W. Michael on his election as an American College of Trust and Estate Counsel (“ACTEC”) Fellow. ACTEC is a nonprofit association of lawyers and law professors skilled and experienced in the preparation of wills and trusts; estate planning; and probate procedure and administration of trusts and estates of decedents, minors and incompetents. With approximately 2,600 Fellows primarily in private practice in the United States, ACTEC is recognized as the nation’s most prestigious estate planning organization.

To qualify for membership, a lawyer must have no less than 10 years' experience in the active practice of probate and trust law or estate planning. Lawyers and law professors are elected as Fellows based on their outstanding reputation, exceptional skill, and substantial contributions to the field by lecturing, writing, teaching and participating in bar activities. ACTEC aims to improve and reform probate, trust and tax laws, procedures, and professional responsibility. Founded in Los Angeles in 1949, ACTEC continues to set the standard for the practice of estate planning, probate and trust law.

“Being elected as a Fellow is an onerous process which involves a detailed vetting at the state ACTEC level, and then by the National Membership Committee,” says colleague and ACTEC Fellow Karen MacKay. “It is a significant achievement to be elected and Jonathan fulfilled all requirements, not only as a speaker at many professional conferences, but also as a law professor and frequent writer for legal publications.  He is also a licensed Florida attorney, which is of great assistance to our Firm’s clients who have established legal residency in Florida.”

According to Jonathan, his ACTEC election is part of a long term plan focused on continuous improvement in client service and professional growth. “Obviously being a part of ACTEC is a milestone for me,” says Michael. “Another professional milestone was becoming a part of an exceptional group of attorneys at the Firm. It all centers around developing value for clients.”

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.  He is an Adjunct Professor at the DePaul University School of Accountancy and MIS as well as in the LL.M. Program at The John Marshall School where he developed and currently teaches the “Basic Estate Planning,” “Advanced Estate Planning,” and “Business Succession Planning” courses. Jonathan also frequently speaks at professional education seminars and 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.

For more information, please contact Jonathan at 312/840-7049 or


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