Estate Planning Attorney Katherine M. Oswald Joins Burke, Warren, MacKay & Serritella

Burke, Warren, MacKay & Serritella is pleased to announce the addition of Katherine M. Oswald as a Partner in the Firm’s Wealth & Succession Planning, Trust & Estate Litigation, and Tax Advisory Services groups.

Katherine primarily focuses her practice in the areas of estate planning, trust and estate administration and litigation, and tax matters. Additionally, she brings considerable experience with strategies related to business succession planning, charitable planning, asset protection, planning for digital assets, organizational planning, trust and will contests, and guardianship. Her goal is to lead clients as they plan to safeguard their assets by enabling them to make well-informed decisions that will benefit their businesses and families.

“Katherine’s experience handling a wide array of estate and business planning matters is a welcome addition to Burke Warren,” said Jeff Warren. “We are thrilled that she has joined our team and look forward to having her help our clients meet their business goals.”

Utilizing her considerable experience creating tailored estate plans to preserve and transfer wealth to younger generations, Katherine collaborates with clients and their advisors to develop strategic and thoughtful approaches to asset protection and multigenerational wealth transfer. When disputes arise, Katherine addresses complex intrafamily issues – often intertwined with business succession planning considerations – with compassion and a focus on beneficial resolution for all parties involved.