First Admitted: 1985, New York

Professional Webpage: https://www.burkecasserly.com/timothy-e-casserly-esq-cfp.htm...

Bar/Professional Activity:

Past Chair of local chapter of Financial Planning Association and 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.
Past Chair, New York State Bar Association Elder Law Section, 2008
He is a member of the American Bar Association.
Founding Chair of NYS Bar Association's Elder Law Section's Advanced Institute program and member of the NYSBA’s House of Delegates.

Special Licenses/Certifications:

Certified Financial PlannerTM

Pro bono/Community Service:

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., 2014
Board of Directors of Community Maternity Services, an agency of Catholic Charities of the Diocese of Albany. CMS is committed to providing a continuum of services for children, families and pregnant and parenting adolescents. , 2014

Honors/Awards:

Tim was presented with the inaugural FPA Honors Award by the Financial Planning Association’s Northeastern New York Chapter for his contributions toward the financial planning profession., FPA Honors Award, Financial Planning Association’s Northeastern New York Chapter
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.", Tireless Advocacy and Litigation, New York State Bar Association, 2008
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., Fellow of The New York Bar Foundation, The New York Bar Foundation, 2014
In 2010, 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., NYS Bar’s Power of Attorney Task Force, New York State Bar Association, 2010

Educational Background:

B.A. from Boston College
Certified Financial Planner (tm)
Juris Doctorate from Albany Law School of Union University in Albany, New York

Scholarly Lectures/Writings:

Two-volume set, Associate Editor, Guardianship Protection in New York State, The New York State Bar Association
Quoted on Elder Law related issues in the New York Times, Money Magazine., Contributor, Quoted on Elder Law related issues in the New York Times, Money Magazine., New York Times, Money Magazine, Elder Law, Estate Planning, 2017
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., Co-Author, Boomer Basics: Everything You Need to Know About the Issues Facing You, Your Children, and Your Parents, McGraw Hill
Audio tape series., Planning for the Elderly, College for Financial Planning in Denver, Colorado

Other Outstanding Achievements:

He has lectured nationally to professionals, corporations and to the general 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.

Industry Groups:

Individuals And Families

Timothy E. Casserly