Timothy E. Casserly This is Me

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1. 1. Burke and Casserly, P.C. - Timothy E. Casserly, Esq., CFP®

   www.burkecasserly.com/profiles - [Cached]

   Published on: 7/5/2008   Last Visited: 7/5/2008

   Timothy E. Casserly, Esq., CFP®
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   Tim Casserly, Esq. Takes Office as the Chair for the Elder Law Section of the New York State Bar Association
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   Timothy E. Casserly, Esq., CFP®
   
   "Our law firm is devoted to planning for all aspects of an individual's financial endeavors.Whether our client consults with us to develop a new business entity, to identify suitable investments, or to plan for their long-term care needs, we tailor a plan to help them achieve their goals with particular focus on their financial security."- Timothy E. Casserly
   
   With a vision to establish a law firm with shared values, Timothy E. Casserly, along with his partner, Walter T. Burke, founded the Albany, New York-based law firm of Burke & Casserly, P.C. in 1988.
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   With his extensive knowledge of financial planning, Tim regularly incorporates aspects of financial planning into his law practice.His Certified Financial PlannerTM designation from the College for Financial Planning in Denver, Colorado, reflects Tim=s dedication to serving the estate and financial needs of his clients.
   
   Tim is also a founding member and president of Arista Investment Advisors, Ltd., a Registered Investment Advisor (RIA) with the Securities and Exchange Commission.Arista, a fee only advisory firm, currently manages investments for various individuals, corporations, pension plans, and not-for-profit organizations.
   
   Tim has written and lectured for many magazines, organizations and businesses across the country, including General Electric, the American (ABA) and New York State Bar Associations (NYSBA), the State University of New York, St. Peter=s Hospital, and the Financial Planning Association.Tim=s extensive knowledge and outstanding reputation in the field of estate and financial planning lead the College for Financial Planning in Denver, Colorado to make his lectures on Planning for the Elderly available on tape.The New York State Bar Association also sought Tim=s experience when they asked him to serve as an Associate Editor of the two-volume set Guardianship Protection in New York State.
   
   In addition to his publications for professional audiences, Tim, along with his partner, Walter T. Burke, Esq., co-authored the consumer planning guide Boomer Basics: Everything You Need to Know About the Issues Facing You, Your Children, and Your Parents.
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   Tim=s combined practice of law and financial planning has earned Tim an invitation to participate in the National Endowment for Financial Education (NEFE) Think Tank in Phoenix, Arizona, to address issues of planning and paying for long-term care.It=s a compliment to Tim=s aptitude for planning that he has been selected three times as one of eight mentors for the Financial Planning Association's National Residency Program, an intensive one-week training program for newly credentialed CFPTM designees.
   
   Tim devotes significant time to not-for-profit and professional associations such as the Financial Planning Association on both a national and local level.In addition to being a past president of the local chapter, Tim 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.
   
   He is also active with the New York State Bar Association as the Chair of its Elder Law Section, chair of the Committee on Financial Planning and Investments and Founding Chair of its Advanced Institute program.
   
   He is a member of the American Bar Association, the National Academy of Elder Law Attorneys, and holds (or has held) governance positions with St. Catherine=s Center for Children Foundation Board, YMCA=s Camp Chingachgook, Government Law Center at Albany Law School, and the Albany Schenectady League of Arts.
   
   Tim, a native of Long Island, New York, received his Juris Doctorate from Albany Law School of Union University in Albany, New York and his B.A. from Boston College.He is admitted to the State Bars of New York and Colorado.His commitment to his profession and community is comparable to Tim=s devotion to his clients.

2. 2. OurLocalExpert.com: About Us

   www.ourlocalexpert.com/about.p - [Cached]

   Published on: 7/3/2008   Last Visited: 7/3/2008

   Timothy E. Casserly
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   In 1988, Walter Burke and his partner, Timothy E. Casserly, founded Burke and Casserly, P.C., a two-lawyer, two-staff firm, specializing in planning for all phases of life.
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   Timothy E. Casserly, Co-Content Coordinator
   
   Tim Casserly is one of the author's of the exciting new McGraw-Hill reference text, BoomerBasics: Our Parents, Our Children, Ourselves.Tim along with his partner, Walter T. Burke, founded the law firm of Burke & Casserly, P.C. in 1988 (and has since become Burke, Casserly & Gable, P.C.) which focuses on planning for all phases of life including estate planning, elder law, taxation and estate administration.
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   Tim also concentrates in financial planning having received his Certified Financial Planner designation from the College for Financial Planning in Denver, Colorado.Tim has written, lectured and appeared on television broadcasts on the topics of elder law, estate and financial planning, insurance and investments.Tim received a BA in Economics and Communications from Boston College in 1981 and his Juris Doctorate from Albany Law School of Union University in Albany, New York in 1984.

3. 3. Arista Investment Advisors, Ltd.

   www.aristaadv.com/section4.cfm - [Cached]

   Published on: 6/15/2008   Last Visited: 6/15/2008

   Timothy E. Casserly, CFP®President & Founder
   
   Tim graduated from Boston College with honors in 1981 with a Bachelor of Arts Degree in Economics and Communications.In 1984, Tim received his Juris Doctorate from Albany Law School of Union University in Albany, New York.Tim received his Certified Financial Planner designation from the College for Financial Planning in Denver, Colorado.
   
   Tim Casserly along with his partner, Walter T. Burke, founded the law firm of Burke & Casserly, P.C. in 1988, which focuses on planning for all phases of life including estate planning, elder law, taxation and estate administration.
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   Tim is also a founding member and President of Arista Investment Advisors, Ltd., a registered investment advisor with the Securities and Exchange Commission which currently manages investments in excess of $100 million for various individuals, corporations, pension plans and not for profit organizations.
   
   Tim has written and lectured for many organizations and businesses across the country including the American bar Association, General Electric, the New York State Bar Association, State University of New York, the Financial Planning Association and NYS Department of Taxation and Finance.His lectures on "Planning For the Elderly" have been made available on tape through the College for Financial Planning in Denver, Colorado.Most recently, he coauthored the planning guide Boomer Basics published by McGraw Hill.
   
   His combined practice of law and financial planning along with his presentation skills, has earned Tim the honor of being selected as a mentor for the Financial Planning Association's national Residency Program - an intensive one week training program for newly credentialed CFP® professionals.
   
   Tim is very actively involved with both professional and community organizations including the Financial Planning Association on both a national (Chair of the Professional issues Committee) and local (past president) level, the New York State Bar Association (Vice Chair of the Elder Law Section and Chair of the Financial Planning and Investments Committee), the American Bar Association, the National Academy of Elder Law Attorneys, St. Catherine's Center for Children and YMCA's Camp Chingachgook.
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   Walter T. Burke, along with his partner, Timothy E. Casserly, founded the Albany, New York-based law firm of Burke & Casserly, P.C., in 1988.
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   Walter, along with his partner, Tim Casserly, Esq.; Robert Abrams, Esq.; and Barbara Nodiff, R.N., is a co-author of Boomer Basics , 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.