Timothy E. Casserly, Esq., CFP®

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 was President of Arista Wealth Advisors, Ltd. which recently merged with Graypoint LLC, a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. They currently manage investments in excess of $2 billion for various individuals, families, corporations, pension plans, and not-for-profit organizations on a fee-only basis.

He has lectured nationally to professionals, corporations and to the public on financial and estate planning topics and issues pertaining to asset protection and long-term care planning. He has been quoted on these issues in the New York Times, Money Magazine, and other national publications. He has also authored many articles on the same topics for professional journals and periodicals and 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 was named a Super Lawyer in 2009 through 2023 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. Tim 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 B.A. from Boston College.  He is a member of the American Bar Association, and he is admitted to the New York State Bar.

Since 2014, Tim has served on the Board of Directors of Community Maternity Services, an agency of Catholic Charities of the Diocese of Albany. He also serves on the Board of the Alzheimer’s Association’s Northeastern New York Chapter. Tim has previously served on several non-profit organizations, including the Board of Directors of Medicus Christi, Ltd., a non-profit organization established to bring much needed medical care to impoverished, underserved people of the Developing World.

Tim and his wife, Shelly live in Latham. They are extremely proud of their three adult boys, their significant others/spouses and their grandchildren. They enjoy spending their time with them whenever they can.