COVID 19 UPDATE: Burke & Casserly, P.C. is now seeing clients on-site. However, we will also continue to conduct meetings via video conferencing or telephone whenever possible. We require, and appreciate, all visitors who are not vaccinated to please continue to wear face masks throughout your visit with our office team. Thank you!

Estate Planning - Wills and Trusts

Planning your journey

"All you need is the plan, the road map, and the courage to press on to your destination."

–Earl Nightingale

The greatest of journeys begin with a well thought out road map. The Albany Estate Planning law firm of Burke & Casserly, P.C., can help you map your course on the road toward a solid estate plan. A well-crafted estate plan can ensure that your wealth is distributed according to your wishes, both during your lifetime or after your death. The goal of any estate plan is to achieve your objectives while limiting tax liability, complications, time, and expense. A comprehensive plan can provide a precise map in the event of not only death, but incapacity as well.

Whether you are seeking to preserve your assets, avoid probate, avoid taxes, or ensure that your wealth transitions seamlessly to the next generation, Burke & Casserly will develop and implement estate planning strategies and the necessary documents you need to achieve your individual goals.

In doing so, we will provide you with peace of mind knowing that your affairs are in order, your wishes reflected, and your legacy will pass as you desire.

Frequent estate planning services include:

  • Review of existing estate planning documents with recommendations for modifications if needed
  • Preparation and execution of Last Will and Testament
  • Recommend, draft and facilitate execution of variety of Trusts, including Revocable (Living) Trusts, Irrevocable Trusts, Long Term Care Planning and Asset Protection Trusts (Medicaid qualifying trusts), Supplemental or Special Needs Trusts, Irrevocable Life Insurance Trusts, Tax Planning Trusts
  • Power of Attorney
  • Living Will
  • Health Care Proxy
  • Spousal protection documents, including prenuptial and post nuptial agreements and Waivers of the Right of Election, when applicable

Frequently Asked Questions

Client Reviews
★★★★★
“Burke & Casserly has been our family attorney for 30 years. They have been there for all aspects of law from real estate transactions to wills and planning. Much of our family's success can be linked back to good legal advice from this firm. We highly recommend them!” Anonymous
★★★★★
"My wife and I have used Tim and his firm for a number of years. He has provided support in the area of elder care services for my elderly mother, our personal estate planning and real estate transactions. We have always been well served by Mr. Casserly and his staff. They are attentive to our needs, timely in their service and thorough in their efforts. We strongly recommend Tim and the firm of Burke & Casserly!" John
★★★★★
"Tim and his firm recently navigated our family through a difficult lawsuit during a large real estate transaction. He lead the way with conviction and tenacity. His perseverance kept us out of court leading to the eventual closing of a property that has changed the lives of many. Tim is not just a great lawyer, he is a nice guy who is easy to talk and down to earth." Carl
NAELA
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