Areas of Practice

An overview of the services Burke & Casserly, P.C. provides...


Elder Law

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  • Asset preservation/protection
  • Long term care planning
  • Trusts
  • Medicaid planning & applications
  • Guardianships
  • Long term care insurance evaluation
  • Medicare

Estate Planning - Wills and Trusts

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  • Wills
  • Revocable (Living) Trusts
  • Irrevocable Trusts including Long Term Care Planning and Asset Protection Trusts (Medicaid qualifying trusts), Special Needs Trusts, Irrevocable Life Insurance Trusts, Dynasty Trusts
  • Power of Attorney
  • Living Will & Health Care Proxy

Estate & Trust Administration

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  • Probate and all Surrogate’s Court procedures
  • Trust and Estate management including filing all required Court documents, accountings, disbursements to beneficiaries, resolution of claims, ongoing management
  • Trust Administration
  • Estate, fiduciary and final individual tax returns
  • Estate and Trust litigation including Will contests and Trustee representation

Special Needs Planning

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  • Government benefits
  • Home and community-based Medicaid
  • Estate planning for family members, including testamentary special needs trust
  • Guardianship under Mental Hygiene Law Article 81 or under Surrogate’s Court Procedure Act Article 17-A, as appropriate
  • Advice and counseling to persons serving as trustees of SNTs and/or guardians of persons and property

Financial, Investment & Retirement Planning

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  • Individual Financial Planning
  • Retirement Planning
  • Business Succession Planning
  • Investment Portfolio Review and Management
  • Planning for Education Costs

Corporate & Business Planning

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  • Entity structure and formation of “C” and “S” corporations, partnerships, LLP’s, LLC’s, and sole proprietorships
  • Business, tax and strategic planning
  • Employment Agreements
  • Buy-Sell/Partnership Agreements
  • Stock Purchase Agreements
  • Lease Agreements

Real Estate

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  • All aspects of residential and commercial real estate transactions
  • Lender representation
  • Title Insurance