Planning for Life’s Journey
Areas of Practice
An overview of the services Burke & Casserly, P.C. provides…
Elder Law
- 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
- 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
- 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
- Government benefits
- Home and community-based Medicaid
- 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
- Individual Financial Planning
- Retirement Planning
- Business Succession Planning
- Investment Portfolio Review and Management
- Planning for Education Costs
Corporate & Business Planning
- 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
