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
  • Crisis planning
  • 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

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
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