(860) 259-1575
Offers Video Conferencing
Tap to Call This Lawyer
PREMIUM
Brendan F. Daly

Brendan F. Daly

Managing Principal, Czepiga Daly Pope & Perri
  • Elder Law, Estate Planning, Probate
  • Connecticut
Review This Lawyer
Badges
Claimed Lawyer ProfileOffers Video ConferencingLII GoldBlawg SearchSocial Media
Biography

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.

Practice Areas
    Elder Law
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    Probate
    Probate Administration, Probate Litigation, Will Contests
Additional Practice Areas
  • Special Needs Trusts
  • Trust & Fiduciary Services
  • Tax Planning
Video Conferencing
  • FaceTime
  • Skype
  • GoToMeeting
Jurisdictions Admitted to Practice
Connecticut
Placeholder image for jurisdictions.
Languages
  • English: Spoken, Written
Professional Experience
Principal/Managing Partner
Czepiga Daly Pope & Perri LLC
- Current
Education
Hartwick College
B.A.
Placeholder image for education.
Quinnipiac University School of Law
J.D. (1997)
Quinnipiac University School of Law Logo
Awards
CT Super Lawyer - Elder Law Section
Super Lawyers
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
Placeholder image for professional associations.
National Care Planning Council
Member
- Current
Placeholder image for professional associations.
Connecticut Chapter of the National Academy of Elder Law Attorneys
Vice President and Board member
- Current
Activities: Past President
Placeholder image for professional associations.
Hartford Hospital
Corporator
- Current
Placeholder image for professional associations.
National Academy of Elder Law Attorneys
Member
- Current
Placeholder image for professional associations.
Connecticut Bar Association, Elder Law Section
Member
- Current
Placeholder image for professional associations.
Connecticut Bar Association, Estates & Probate Section
Member
- Current
Placeholder image for professional associations.
Connecticut Bar Association
Member
- Current
Placeholder image for professional associations.
Jefferson House
Advisory Council Member
-
Placeholder image for professional associations.
Publications
Articles & Publications
How My Dad’s Early Discharge From Rehab Taught Me a Lesson
Czepiga Daly Pope & Perri Smart Planner Blog
Recent Developments in Elder Law
Connecticut Bar Journal
Governor Malloy Cuts Benefits to Low-Income Seniors and People with Disabilities
Czepiga Daly Pope & Perri Smart Planner Blog
The Scoop on Medicaid Block Grants
Czepiga Daly Pope & Perri Smart Planner Blog
Assessing an Elder Law Attorney’s Credentials: What is a CELA?
Czepiga Daly Pope & Perri Smart Planner Blog
Avoiding the Institutional Bias: Why Connecticut Senate Bill #174 Levels the Playing Field for CT Home Care Program Clients
CTNAELA Practice Update
The Languishing Fair Hearing Decision: A Case for Injunctive Relief in Federal Court
CTNAELA Practice Update
The Penalty for Staying Home: The DSS Asset Transfer Policy under UPM § 3029.05E
CTNAELA Practice Update
The Use of Immediate Annuities in Lopes v. Starkowski
CTNAELA Practice Update
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
Websites & Blogs
Website
Brendan F. Daly's Website Profile
Website
Czepiga Daly Pope & Perri Website
Blog
Connecticut Estate Planning Attorneys Blog
Videos
You may have heard the terms Special Needs Trust and Supplemental Needs Trust and wondered what the difference is. The main differences have to do with who funds the trust and where remaining funds go when the person with the disability passes away. What's the Difference Between a Special Needs Trust and a Supplemental Needs Trust?

You may have heard the terms Special Needs Trust and Supplemental Needs Trust and wondered what the difference is. The main differences have to do with who funds the trust and where remaining funds go when the person with the disability passes away.

If you’re not eligible for Medicaid because your assets are too high, there are acceptable ways to ‘spend down’ so you can qualify. Asset transfers are NOT the right way to qualify for Medicaid and can trigger a penalty unless they occurred more than five years before you apply. Spending Down for Medicaid Eligibility

If you’re not eligible for Medicaid because your assets are too high, there are acceptable ways to ‘spend down’ so you can qualify. Asset transfers are NOT the right way to qualify for Medicaid and can trigger a penalty unless they occurred more than five years before you apply.

You can usually give assets away, even if you are already in the nursing home, as long as you do not run afoul of the State’s rules. If you meet the State’s rules, the State will pay; if you don’t meet the State’s rules, the State won’t pay. It’s that simple. What is the Medicaid Penalty Period?

You can usually give assets away, even if you are already in the nursing home, as long as you do not run afoul of the State’s rules. If you meet the State’s rules, the State will pay; if you don’t meet the State’s rules, the State won’t pay. It’s that simple.

Most people think that Medicare will pay the entire bill at the nursing home or will at least pay the entire bill for the first 90 or 100 days. This is NOT true. Medicare will pay the entire bill at the nursing home for the first 20 days. For the next 80 days, Medicare will pay the entire bill except for $128.00 per day, (increased each year for inflation). You are responsible for the $128.00 per day. This is called the “Medicare co-pay.” How Medicare pays for your Nursing Home Care

Most people think that Medicare will pay the entire bill at the nursing home or will at least pay the entire bill for the first 90 or 100 days. This is NOT true. Medicare will pay the entire bill at the nursing home for the first 20 days. For the next 80 days, Medicare will pay the entire bill except for $128.00 per day, (increased each year for inflation). You are responsible for the $128.00 per day. This is called the “Medicare co-pay.”

People often wonder if it makes sense to transfer ownership of their home to their children. The answer depends on your situation. In this video, Brendan Daly explains the topic and gives direction on what would work best for you. Should I Transfer my House into My Children's Names?

People often wonder if it makes sense to transfer ownership of their home to their children. The answer depends on your situation. In this video, Brendan Daly explains the topic and gives direction on what would work best for you.

Contact & Map
Czepiga Daly Pope & Perri
15 Massirio Dr
Berlin, CT 06037
Telephone: (860) 259-1575
Fax: (866) 540-4616
Toggle tool

There are no recently viewed profiles.

There are no saved profiles.

There are no profiles to compare.