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Brendan F. Daly
  • Elder Law, Estate Planning, Probate
  • Connecticut
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Summary

Brendan is one of Connecticut’s top elder law attorneys, according to Super Lawyers Magazine. With his gentle manner, he’ll explain, in plain English, how you can protect your assets while receiving public benefits. He can help you get Medicaid benefits so you can preserve the money you’ve worked so hard for. And because of his success in many appeals of Medicaid cases, he can fight to get you benefits even if you’ve already been denied.

Brendan's focus on estate planning includes customized planning strategies that allow you to build wealth, save on taxes and protect the people who depend on you for support.

Brendan also helps families with disability planning. If you’re a parent or guardian of a child with special needs, he will work hard to ensure that your child remain financially secure even when you’re no longer there to provide support. Brendan can set up a special needs trust to protect your money for your child while retaining their eligibility for benefit programs.

Brendan’s style is laid back but don’t be fooled, he will fight tooth and nail to protect you from losing your money to long term care. In 2012, Brendan won a case that had a significant impact on Connecticut law. He represented a woman whose husband was in a nursing facility. Medicaid deemed her husband ineligible for benefits because of income she received from an annuity. Brendan brought the case to federal district court and fought to keep the state from counting annuities as an income source for Medicaid eligibility.

He won this landmark case (Lopes v. DSS), which resulted in the husband receiving Medicaid benefits and the wife keeping the annuity income for her own living expenses. The court’s far-reaching verdict now makes it possible for many Connecticut senior married couples to purchase annuities as an asset protection strategy.

Education
Hartwick College
B.A.
Quinnipiac University School of Law
J.D. (1997)
Professional Experience
Principal
Czepiga Daly Pope & Perri LLC
- Current
Speaking Engagements
You Can Get Paid to Care for Someone Living With You, Better Connecticut, Hartford, CT
WFSB
Estate Planning: Don't make these mistakes, Estate Planning Seminar, South Windsor, CT
Czepiga Daly Pope & Perri LLC
How to Protect Your Assets and More, WTIC Law Talk Radio Show, Hartford, CT
WTIC Radio
Money & Documents: Protect Yourself, Adult Caregiver Seminar, Simsbury, CT
Czepiga Daly Pope & Perri LLC & Farmington VNA
Advanced Topics in Elder Law, Connecticut Bar Association, CLE, Orange, CT
Connecticut Bar Association, Elder Law Section
Anatomy of a Special Needs Trust, Connecticut Bar Association, CLE, New Britain, CT
Connecticut Bar Association
Medicaid Rules Review, Professional Breakfast Update, Rocky Hill, CT
Czepiga Daly Pope & Perri LLC
Estate Planning: Don't Make These Mistakes!, Senior Living Program Seminar, East Hartford, CT
Czepiga Daly Pope & Perri LLC & Riverside Health
Planning for Long-Term Care: Understanding Medicaid and protecting your assets, Senior Living Program Seminar, Avon, CT
Czepiga Daly Pope & Perri LLC & Farmington VNA
Who can help me apply for Medicaid in Connecticut?, Better Connecticut, Hartford, CT
WFSB
3 Recent Cases That Make Life Easier for Medicaid Applicants & Their Spouses, Financial Planning Association Conference, Plantsville, CT
FPA CT
What you need to know about Living Trusts and Probate Avoidance, Czepiga Daly Pope & Perri Seminar, Avon, CT
Czepiga Daly Pope & Perri LLC
Planning for Long-Term Care: Understaning Medicaid and how to protect your assets, Senior Living Program Seminar, Vernon, CT
Czepiga Daly Pope & Perri LLC & VNHSC
Certifications
Certified Elder Law Attorney (CELA)
National Elder Law Foundation
Accredited Veteran Affairs Claims Attorney
Veterans Affairs
Awards
Super Lawyer
SuperLawyers Magazine
2011-2017
Outstanding Member Award
CT NAELA
Outstanding Legal Scholarship
Quinnipiac University School of Law
Distinguished Academic Achievement Award
Quinnipiac University School of Law
Professional Associations
Elder Law section of the Connecticut Bar Association
Executive Committee member
- Current
National Care Planning Council
Member
- Current
Connecticut Chapter of the National Academy of Elder Law Attorneys
Vice President and Board member
- Current
Activities: Past President
Hartford Hospital
Corporator
- Current
National Academy of Elder Law Attorneys
Member
- Current
Connecticut Bar Association, Elder Law Section
Member
- Current
Connecticut Bar Association, Estates & Probate Section
Member
- Current
Connecticut Bar Association
Member
- Current
Jefferson House
Advisory Council Member
-
Jurisdictions Admitted to Practice
Connecticut
Practice Areas
  • Elder Law
  • Estate Planning
  • Probate
Additional Practice Areas
  • Special Needs Trusts
  • Trust & Fiduciary Services
  • Tax Planning
Languages
  • English: Spoken, Written
Social Media
Websites & Blogs
Website
Brendan F. Daly's Website Profile
Website
Czepiga Daly Pope & Perri Website
Blog
Connecticut Estate Planning Attorneys Blog
Contact & Map
Czepiga Daly Pope & Perri
15 Massirio Dr
Berlin, CT 06037
USA
Telephone: (860) 236-7673
Fax: (866) 540-4616