Timothy E. Casserly, Esq., CFP®Shareholder/Partner ~ Certified Financial Planner™
Co-Founder in 1988 of the Albany, NY based law firm Burke & Casserly, P.C., Timothy E. Casserly, Esq., CFP® concentrates his practice in Elder Law, Estate Planning, Wills and Trusts, Financial Planning, Retirement Planning, Tax Planning, and Corporation and Business Succession Planning.
In addition to providing legal services, as a Certified Financial Planner, Tim is also able to provide wealth management and advisory services to his clients. He is a founding member and President of Arista Wealth Advisors, Ltd., a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. Along with his partner, Karin Lopez, AWA currently manages investments in excess of $200 million for various individuals, corporations, pension plans, and not-for-profit organizations on a fee-only basis.
As a frequent lecturer both locally and nationally to professionals, corporations and to the general public on issues pertaining to the elderly and planning for long term care, Tim is available for speaking engagements. He has been quoted on these issues in the New York Times and Money Magazine and has also authored many articles on the same topics for professional journals and periodicals. He co-authored Boomer Basics: Everything You Need to Know About the Issues Facing You, Your Children, and Your Parents – a planning guide for consumers published by McGraw Hill.
Tim is a Fellow of The New York Bar Foundation. The New York Bar Foundation is the charitable arm of the New York State Bar Association. The Foundation supports the law-related programs of local legal services agencies, nonprofits, bar associations and other organizations throughout the State of New York. The Fellows are a distinguished group of legal professionals, with only one percent of Bar Association membership invited to share in this honor. Fellows are nominated by their peers, and election into membership in the Fellows is evidence of professional distinction recognizing outstanding achievement and dedication to the legal profession, commitment to the organized bar and service to the public.
Tim has been named a Super Lawyer from 2009 through 2018 and was selected for inclusion on the New York Super Lawyers - Upstate Edition List, as well as Top 25 Attorneys in Hudson Valley Magazine's Super Lawyer Section. He has also earned the Martindale-Hubbell® AV Preeminent® rating, a testament to his peers ranking him at the highest level of professional excellence.
To keep abreast of all new laws, regulations and strategies in his areas of practice, Tim has been an active participant with the New York State Bar Association, (past chair of its Elder Law Section), and the Financial Planning Association, (past chair of the Northeastern New York Chapter). He has been recognized by each organization for his significant contributions and achievements in these fields.
Tim received his Juris Doctorate from Albany Law School of Union University in Albany, New York and his Bachelor of Arts in Communications from Boston College. He is a member of the American Bar Association, the National Academy of Elder Law Attorneys and he is admitted to the State Bars of New York and Colorado.
An avid community volunteer, most recently Tim serves on the Board of Directors of Medicus Christi, Ltd., a non-profit organization established to bring much needed medical care to impoverished, under-served people of the Developing World.
Tim and his wife, Shelly live in Latham. They are extremely proud of their three adult boys and enjoy spending their time with them whenever they can. In 2017, they welcomed their first grandchild into the fold and await grandbaby #2 later in 2018. They are both a bit smitten!
Tim has lectured on Elder Law, Estate and Financial planning topics to many organizations and businesses across the country, including General Electric, the American (ABA) and New York State Bar Associations (NYSBA), the State University of New York, National Academy for Elder Law Attorneys (NAELA), St. Peter’s Hospital, and the Financial Planning Association. Tim’s extensive knowledge and outstanding reputation in the field of estate and financial planning lead the College for Financial Planning in Denver, Colorado to make his lectures on Planning for the Elderly available on audio. The New York State Bar Association also sought Tim’s experience when they asked him to serve as an Associate Editor of the two-volume set Guardianship Practice in New York State.
Tim has authored numerous articles and course materials for legal and financial planning books and magazines and he has been quoted in such publications as the NY Times and Money Magazine.
In addition to his publications for professional audiences, Tim, along with his partner, Walter T. Burke, Esq., co-authored the consumer planning guide Boomer Basics: Everything You Need to Know About the Issues Facing You, Your Children, and Your Parents. Published by McGraw Hill, 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.
Tim’s combined practice of law and financial planning has earned Tim an invitation to participate in the National Endowment for Financial Education (NEFE) Think Tank in Phoenix, Arizona, to address issues of planning and paying for long-term care. It’s a compliment to Tim’s aptitude for planning that he has been selected three times as one of eight mentors for the Financial Planning Association's National Residency Program, an intensive one-week training program for newly credentialed CFPTM designees.
Recently, 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. 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."
Tim has devoted significant time to not-for-profit and professional associations such as the Financial Planning Association on both a national and local level. In addition to being a past president of the local chapter, Tim 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.
He is a past Chair of the New York State Bar Association’s Elder Law Section, Founding Chair of its Advanced Institute program and member of the NYSBA’s House of Delegates.
He is a member of the American Bar Association, the National Academy of Elder Law Attorneys, and holds (or has held) governance positions with St. Catherine’s Center for Children Foundation Board, YMCA’s Camp Chingachgook, Government Law Center at Albany Law School, and the Albany Schenectady League of Arts.
Tim, a native of Long Island, New York, received his Juris Doctorate from Albany Law School of Union University in Albany, New York and his B.A. from Boston College. He is admitted to the State Bars of New York and Colorado. His commitment to his profession and community is comparable to Tim’s devotion to his clients.