Burke & Casserly, PC is a distinguished elder law and estate planning firm serving the Capital Region and throughout New York State since 1988. Specializing in comprehensive lifetime legal guidance, the firm stands out for its commitment to being a client’s lawyer for life—offering tailored strategies from early family and business planning through retirement, long-term care, and estate settlement.
The firm takes a holistic and compassionate approach, focusing on individualized service combined with sound legal advice to help clients protect assets, plan for the future, and preserve family legacies. With extensive experience in both crisis and preemptive planning, they assist individuals, families, business owners, and caregivers in navigating complex legal landscapes, including Medicaid eligibility, special needs trusts, and business succession. Their team is known for developing innovative planning techniques widely adopted across New York State.
Services Offered
- Elder Law
- Asset Protection
- Long-Term Care Planning
- Medicaid Eligibility and Applications
- Guardianships
- Estate Planning
- Wills
- Trusts
- Estate and Trust Administration
- Powers of Attorney
- Living Wills
- Health Care Proxies
- Special Needs Planning
- Supplemental Needs Trusts
- Financial Planning
- Retirement Planning
- Investment Portfolio Assessment
- Tax Planning Strategies
- Insurance Review
- Business Planning
- Corporate Services
- Entity Formation
- Business Growth and Structure
- Business Dissolution
- Succession Planning
- Annual Corporate Compliance
- Crisis Planning
- Real Estate Transactions
The firm serves clients across multiple counties in New York’s Capital District, including Albany, Schenectady, Rensselaer, Saratoga, Columbia, Schoharie, Montgomery, Greene, Fulton, Washington, and Warren. Recognized as one of the “Best Places to Work in the Capital Region,” Burke & Casserly is deeply involved in community service and continuing legal education, with attorneys active in bar associations and frequent speakers on elder law and estate planning topics.
