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Herzog Law Firm Expands Estate Planning Practice with Addition of Timothy Casserly and His Team

Casserly brings more than three decades of experience serving individuals and families throughout the Capital Region. After 37 years in private practice, he began exploring a transition that would allow him to plan for the future while preserving continuity for his clients and staff. That search ultimately led him to Herzog Law Firm, where shared values and a similar approach to client service made the move a natural fit.

For Casserly, the decision was not simply about relocating a book of business. It was about ensuring that the people who helped build his practice—many of whom had worked alongside him for decades—would continue to have a professional home.

“I’d been looking to team up with a firm that could pretty much take over my practice, but at the same time keep everybody employed,” Casserly said. “I didn’t want to just say, ‘Hey, I’m moving.’”

Those priorities aligned closely with Herzog Law Firm’s leadership. When discussions began, the firm expressed a willingness to integrate both Casserly’s clients and his team, reinforcing Herzog Law Firm’s reputation as a people-first organization.

Beyond logistics, cultural fit played a central role in the transition. Casserly noted that he was looking for a firm that approached estate planning and elder law with empathy and flexibility—recognizing that the work often extends beyond conference rooms and billable hours.

“This kind of work requires going the extra mile,” he said. “House calls, nursing home visits—those things matter.”

Over the course of his career, Casserly developed a practice centered on long-term relationships, often serving multiple generations within the same family. That philosophy mirrors Herzog Law Firm’s own approach, where much of the firm’s growth has come through client referrals rather than transactional volume.

As he prepares for a gradual transition over the coming years, Casserly emphasized that protecting those relationships was paramount.

“A lot of these families I’ve worked with for 30-plus years,” he said. “Now we’re helping their children and grandchildren. You want to make sure they’re treated the same way going forward.”

In addition to his legal experience, Casserly brings a background in financial planning and a strong professional network developed through leadership roles in bar associations and national speaking engagements. He has also been deeply involved in community and charitable organizations, including advocacy and fundraising efforts related to Alzheimer’s care—an area closely tied to elder law practice.

Herzog Law Firm leaders say the addition strengthens the firm not only in size, but in depth of service and shared mission.

With the integration underway, the focus now turns to ensuring a seamless experience for clients while positioning the firm for continued, sustainable growth. For Casserly, that outcome represents the culmination of careful planning and a commitment to the people he has served throughout his career.

About Herzog Law Firm

Herzog Law Firm is a full-service law firm serving individuals, families, and businesses throughout New York’s Capital Region. With a strong focus on estate planning, elder law, business law, and litigation, the firm is known for its client-centered approach, long-term relationships, and commitment to practical, compassionate legal solutions. Herzog Law Firm emphasizes continuity, collaboration, and personalized service to help clients navigate complex legal matters with confidence. Learn more at https://www.herzoglaw.com/.