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Brendan F. Daly JD, CELA

Czepiga Daly Pope & Perri, LLC

Brendan F. Daly JD, CELA

Czepiga Daly Pope & Perri, LLC

Brendan F. Daly JD, CELA

Czepiga Daly Pope & Perri, LLC

Brendan F. Daly is a Principal and Managing Partner of Czepiga Daly Pope & Perri where he practices in the areas of elder law, estate and disability planning and estate administration. Brendan has received the designation of Certified Elder Law Attorney (CELA), a certification awarded by the National Elder Law Foundation, the only organization approved by the American Bar Association to offer certification in Elder Law (but not recognized by the Rules Committee of the Connecticut Superior Court), as a result of his experience, education, and testing by the Foundation. This certification in Elder Law provides a measure of assurance to the public that the attorney has an in-depth working knowledge of the legal issues that impact the elderly. Brendan is also an Accredited Veteran Affairs Claims Attorney and has been selected as a top attorney by SuperLawyers, a designation awarded to the top 5% of attorneys.

Brendan is a frequent speaker on the topics of elder law and estate planning for professional organizations including National Business Institute; Connecticut Society of Certified Public Accountants; Connecticut and Massachusetts Chapters of the National Academy of Elder Law Attorneys; Association of Long Term Care Financial Managers; and American College of Health Care Administrators. He is also an adult education instructor, teaching courses on estate and Medicaid planning in many towns throughout Hartford County. He also conducts seminars at area senior centers, nursing homes, civic groups and charitable groups regarding long-term care issues and estate planning. 

Brendan is a member of the following organizations: Executive Committee member of the Elder Law section of the Connecticut Bar Association; Estates and Probate section member of the Connecticut Bar Association; member of the National Academy of Elder Law Attorneys; President and Board member of the Connecticut Chapter of the National Academy of Elder Law Attorneys; Corporator of Hartford Hospital.

Brendan has written numerous articles regarding estate planning, Medicaid and long term care, which have appeared in professional journals and newspapers. He was recently accredited as a Veteran Affairs Claims Attorney. Brendan lives in Simsbury, Connecticut, with his wife Kristen and their two children.

Firm Description

We’re Here to Help You Protect All That You’ve Worked For

Families change. And when change comes, you want to make sure you and your family’s future will be protected. You want to know that you did all you could do.

CzepigaDalyPope will help you do just that. And we will help you reduce the stress that accompanies the financial and medical care challenges that come with change.

Estate Planning

We’ll help you preserve your wealth. And help you put together the documents needed to do so, including your Will, power of attorney and healthcare directive.

Elder Law…

If you’re a senior, we’ll help protect you and your money. We’ll help you get Medicaid benefits, offer guidance if you or a loved one needs nursing home care and advise you about housing options. We’ll even fight for you if you feel you’re being exploited or abused.

Probate and Estate Administration…

If you’re loved one has passed, we will make sure that their wishes are carried out the way they had intended.

Special Needs Planning…

If you are a person with special needs or have a child with special needs, we’ll help you to maintain public benefits and create a financial plan that will create a secure future.

Let’s face it, life is complicated. We understand what’s at stake. And we are well aware of all the details that can bog you down.

That’s why we have dedicated ourselves to preserving your well-being as well as your assets.

We don’t just draft your documents. We will help you with healthcare-related decisions, advocacy services, housing matters, Social Security advice, tax planning, insurance and a whole lot more.

Doesn’t sound like a typical law firm, right? We’re anything but.

Don’t wait for a crisis to hit. Call us today.

Hours

Please contact this attorney for firm hours by clicking here.

Cost

What Is an Elder Law Attorney?

Main Office

237 Hopmeadow Street
Simsbury, CT 06089

15 Massirio Drive
Berlin, CT 06037

1330 Sullivan Avenue
South Windsor, CT 06074

15 S. Main Street
New Milford, CT 06776

145 Durham Rd Unit 9
Madison, CT 06443

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Medicaid 101
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

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How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

READ MORE
How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

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Estate Recovery: Can Medicaid Take My House After I’m Gone?

If steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.

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Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.

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Are Adult Children Responsible for Their Parents’ Care?

Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

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Applying for Medicaid

Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

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Alternatives to Medicaid

Medicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.

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ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

READ MORE
Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Long-Term Care Insurance

Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

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Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

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Retirement Planning

We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

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Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

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Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

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Special Needs Planning

Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

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Veterans Benefits

Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

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