Burke & Casserly

Listing Information:

Burke & Casserly, P.C., located in Albany, NY, has been serving the planning needs of clients in Upstate New York and the greater Capital District for over twenty years.Our areas of practice include:Elder Law, a highly specialized area of practice which encompasses Asset Protection, Medicaid Planning, Long Term Care Planning and Guardianships Wills, Trusts and Estates Business Planning and Corporate Law including medical practices, industrial and manufacturing, not-for-profits Financial Planning including Tax, Investment and Retirement Planning and Real Estate (residential, commercial and lender transactions) and title insurance. Our mission is to develop a long term relationship with each client based upon that clients personal planning goals, and to assist them in achieving those goals. In order to provide effective results, this relationship is founded on individualized service, combined with sound legal and financial advice and integrity, provided in an economical manner through the appropriate use of our associates, specialized paralegals, and technology. Each client has individualized circumstances and whether it involves a complex estate plan or a routine transaction, Burke & Casserly tailors a plan to meet each clients unique needs and concerns.We are committed to providing quality legal services to our clients, while maintaining a dynamic and satisfying work environment, and encouraging the professional and personal growth of individuals in the firm.Burke & Casserly, P.C. also has a working relationship with Arista Wealth Advisors, Ltd., an investment advisor registered with the SEC. Our team of attorneys and CFPs allows us to provide a continuity of services for individuals and businesses when needed and appropriate.In addition to providing outstanding professional services, Burke & Casserly, PC believes in giving back to the communities in which we live and to the professions in which we work. Our team regularly volunteers in the community, makes personal and corporate charitable contributions, and serves in leadership roles on various community-based organizations. We take pride in enabling our employees to feel more connected to the community, and recognize the value that personal satisfaction from such community service brings.In terms of the professions, our attorneys are active on local, state and national levels with the local bar associations, the New York State Bar Association, American Bar Association and the Financial Planning Association in leadership roles and as speakers and authors for their programs and publications.Centrally located within the greater Capital District region, our office is located in Albany, NY with easy access to major roads and highways, and convenient free parking and handicap access to the building.To learn more about Burke & Casserly, P.C., please call our administrator, Cheri Terzian at 518.452.1961 to set up your free one-half hour initial consultation. We look forward to working with you.Areas of PracticeAn overview of the services Burke & Casserly, P.C. provides...Elder Lawwills estatAsset preservation/protection Long term care planning Trusts Medicaid planning & applications Guardianships Long term care insurance evaluation Medicare Estate Planning - Wills and TrustsRead moreWills 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 AdministrationRead more Probate and all Surrogates 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 litigate