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Attorney Profile

Timothy E. Casserly

Timothy Casserly

Burke & Casserly, P.C.
255 Washington Avenue Ext, Suite 104
Albany, NY 12205

Albany

New York (NY)

Contact Contact Timothy E. Casserly
T: 518-452-1961
F: 518-452-4230

Visit: www.burkecasserly.com
Practice Areas: Elder Law (40%), Estate Planning & Probate (30%), Business/Corporate (30%)

Elder Law

Estate Planning & Probate

Business/Corporate

Law School: Albany Law School

Profile

Co-Founder in 1988 of the Albany, NY based law firm Burke & Casserly, P.C., Timothy E. Casserly, Esq., CFP® focuses his practice in wills, trusts and estates; elder law; corporation and business succession planning; financial, retirement and tax planning; and utilizes his Certified Financial Planner designation to provide wealth management and investment advisory services. Tim is also a founding member and president of Arista Wealth Advisors, Ltd., a Registered Investment Advisor (RIA) with the Securities and Exchange Commission which currently manages investments in excess of $200 million for various individuals, corporations, pension plans, and not-for-profit organizations on a fee-only basis.

Years of Selection

• Super Lawyers: 2007, 2009 - 2012

About Timothy Casserly

Admitted: 1985, New York

Professional Webpage: www.burkecasserly.com/our_team/timothy-e-casserly/

Honors and Awards:

  • In 2010, Tim was honored for the second time by the New York State Bar Association at its Annual Meeting in New York City for his leadership as a member of the Bar’s Power of Attorney Task Force. , NYS Bar’s Power of Attorney Task Force, New York State Bar Association, 2010
  • In 2008, following the issuance of several precedent setting Fair Hearing decisions he obtained for his clients, Tim was given an award for “ his "tireless advocacy and litigation, which has advanced the rights of the elderly and persons with disabilities.", Tireless Advocacy and Litigation, New York State Bar Association, 2008
  • Tim was presented with the inaugural FPA Honors Award by the Financial Planning Association’s Northeastern New York Chapter for his contributions toward the financial planning profession.

Special Licenses/Certifications:

  • Certified Financial PlannerTM

Bar/Professional Activity:

  • Past Chair, New York State Bar Association Elder Law Section, 2008
  • Past President of local chapter of Financial Planning Association and has twice chaired the Association's Estate Planning Track of their three-day National Conference in San Diego and in New Orleans and is a Past Chair and member of the FPA’s Professional Issues Committee.
  • Member of Colorado Bar Association.
  • He is a member of the American Bar Association.
  • He is a member of the National Academy of Elder Law Attorneys.
  • Founding Chair of NYS Bar Association's Elder Law Section's Advanced Institute program and member of the NYSBA’s House of Delegates.

Scholarly Lectures and Writings:

  • Two-volume set, Associate Editor, Guardianship Protection in New York State, The New York State Bar Association
  • Audio tape series., Planning for the Elderly , College for Financial Planning in Denver, Colorado
  • Boomer Basics is a layperson's comprehensive resource guide to personal, financial, and health issues as they relate to the Baby Boomer generation, their children, and their parents., Co-Author, Boomer Basics: Everything You Need to Know About the Issues Facing You, Your Children, and Your Parents, McGraw Hill

Educational Background:

  • Juris Doctorate from Albany Law School of Union University in Albany, New York
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Blog entries — Timothy E. Casserly

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