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Paul T. Czepiga
  • Elder Law, Estate Planning, Probate
  • Connecticut
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Summary

Paul is a principal of Czepiga Daly Pope & Perri. In addition to being a lawyer, Paul is also a certified public accountant and has an MBA degree in business from Northwestern University. Paul’s estate and elder law planning consists of representing a range of clients, from high net worth individuals and families who require sophisticated techniques to accomplish their objectives of reducing estate taxes and preserving wealth for future generations, to older couples of modest means whose goal is to protect their assets from having to be spent for nursing home care. Paul’s general corporate practice consists of assisting his clients in the negotiations for and the purchase or sale of a business, general contract review, commercial financing closings, and entity selection and formation.

Paul has published several articles and has spoken on Elder Law, Estate Planning, Medicaid Planning, and business issues most recently before the Connecticut Society for Certified Public Accountants; the Central Connecticut Business and Estate Planning Council; The Connecticut Chapter of the National Academy of Elder Law Attorneys; The Association of Geriatric Case Managers; The American College of Health Care Administrators; The New Britain Foundation for Public Giving; the International Association of Financial Planners’ Connecticut Chapter; and The Association of Long Term Care Financial Managers. Paul is currently a member of numerous professional organizations including The National Academy of Elder Law Attorneys; The Connecticut Bar Association Sections on Elder Law, Estates and Probate, Corporations, and Taxation, The Hartford Estate and Business Planning Council; and The Connecticut Society of Certified Public Accountants where he is currently Chairman of its Estates, Trusts and Gift Tax Committee and a member of its Advisory Board. Paul is also active in civic and charitable affairs and is past President of the Berlin YMCA and of the New Britain Lions Club.

Practice Areas
  • Elder Law
  • Estate Planning
  • Probate
Additional Practice Areas
  • Special Needs Trusts
  • Trust & Fiduciary Services
  • Tax Planning
  • Estate Administration
Jurisdictions Admitted to Practice
Connecticut
United States District Court, District of Connecticut
United States Tax Court
Languages
  • English: Spoken, Written
Professional Experience
Principal
- Current
Partner
Eisenberg Anderson Michalik and Lynch
-
Attorney
Tyler Cooper & Alcorn
-
Education
Syracuse University College of Law
J.D.
Honors: Magna Cum Laude, Order of the Coif, Justinian Law Society
Northwestern University
MBA
Syracuse University
B.S.
Honors: Magna Cum Laude
Awards
Super Lawyer
Super Lawyers Magazine
Awarded 7 consecutive years, 2011-present
Professional Associations
New Britain Lions Club
Member
Current
Activities: Past President
Hospital of Central Connecticut
Corporator
Current
Berlin YMCA
Past President
Current
Connecticut Community Care, Inc.
Corporator
- Current
Connecticut Chapter of the National Academy of Elder Law Attorneys
Member
- Current
Activities: Past President and Board Member
Central Connecticut Visiting Nurse’s Association
Board Member
- Current
American Bar Association Real Property, Probate and Trusts and Tax Sections
Member, Past President
- Current
Polish American Foundation of Connecticut, Inc.
Advisory Committee
- Current
Central Connecticut Business and Estate Planning Council
Member
- Current
Activities: Former Director
National Academy of Elder Law Attorneys (NAELA)
Member
- Current
Connecticut Bar Association Elder Law, Estate Planning, Tax and Business Sections
Member
- Current
Connecticut Society of Certified Public Accountants (CTCPA)
Member, Committee Chairperson
- Current
Activities: Personal Financial Planning Committee, Estate & Gift Tax Committee - Chair, Advisory Council
Publications
Articles & Publications
Connecticut Governor Approves Estate Tax Changes
Czepiga Daly Pope & Perri Smart Planner Blog
Family Limited Partnerships: More or Less Than Meets the Eye?
Czepiga Daly Pope & Perri
Probate Versus Trusts: Why All the Fuss?
Czepiga Daly Pope & Perri
Transfer of Assets to the Trustee of A Revocable Trust and Operation of the Trust
Czepiga Daly Pope & Perri
Limit Your Liability AND Reduce Your Estate Taxes: Get a QTIP Trust
Czepiga Daly Pope & Perri Smart Planner Blog
How to Protect Your Beneficiaries From a Bad Trustee
Czepiga Daly Pope & Perri Smart Planner Blog
Estate Taxes: What Does The Future Hold?
Czepiga Daly Pope & Perri Smart Planner Blog
Federal and Connecticut Estate Tax Tension: 2 Big Reasons to Add a Trust to Your Estate Plan
Czepiga Daly Pope & Perri Smart Planner Blog
Estate Tax Loophole for Family Business Owners Under Attack
Czepiga Daly Pope & Perri Smart Planner Blog
Federal Estate Tax Soon Turns 100: What a Bumpy Ride It’s Been
Czepiga Daly Pope & Perri Smart Planner Blog
How Does the New Connecticut Law Affect Your Power of Attorney?
Czepiga Daly Pope & Perri Smart Planner Blog
Practioner's Musings
CTNAELA Practice Update
Speaking Engagements
POA Changes, Financial Planning Association Conference, Plantsville, CT
FPA CT
Worried about Estate and Gift Taxes? Learn ways to reduce or eliminate them, Protect Your Money (and Avoid Common Estate Planning Mistakes!), New Milford, CT
Czepiga Daly Pope & Perri LLC
Estate Planning, Middlesex MILE, Middletown, CT
Middletown Adult Education
Estate Planning, Scranton Public Library, Madison, CT
Scranton Public Library
POA Updates, CTCPA CPE Event, Rocky Hill, CT
CT Society of CPAs
Planning for Long-Term Care, Personal Financial Planning Conference, Rocky Hill, CT
CT Society of CPAs
Gift Taxes in Connecticut, Ray Dunaway Radio Show, Hartford, CT
WTIC Radio
Planning for Long-Term Care, Transitions Senior Living & Planning Expo, Plantsville, CT
Transitions Expo
Planning for Long-Term Care: Understanding Medicaid and protecting your assets, Senior Living Seminar, Berlin, CT
Czepiga Daly Pope & Perri and Berlin VNA
Estate Planning and 2nd Marriages, Estate Planning and 2nd Marriages, Hartford, CT
Czepiga Daly Pope & Perri LLC
Medicaid Planning and Asset Protection, CT Society of CPA Committee Meeting, Rocky Hill, CT
CT Society of CPAs
Don't Trust a Trust You Don't Know, Don't Trust a Trust You Don't Know, Hartford, CT
Czepiga Daly Pope & Perri LLC
Certifications
Certified Elder Law Attorney (CELA)
National Elder Law Foundation
Certified Public Acountant (CPA)
CT State Board of Accountancy
Videos
Do young adults need estate plans?

Yes! Even young adults need to have estate plans. What's an estate plan? The main parts are... a Will (who gets your stuff), Power of Attorney (who handles your finances if you can’t), and Healthcare Directives (who will make decisions about YOUR healthcare if you can’t?). And if you are a new parent, the stakes are even higher! If something happens to you, who will care for your children?

Understanding Estate Tax Exemptions and Portability in Connecticut.

Connecticut residents face both a Federal estate tax and a Connecticut estate tax when they pass away. The federal estate tax threshold is $11.18 million. The Connecticut estate tax threshold is $2.6 million. If your estate is lower than these two amounts, you have nothing to worry about! But if your estate falls above either threshold, you should watch this video. In it, Paul discusses portability of the Federal Exemption and how it can be used to save money in your estate. He also discusses how using a trust can help protect your money.

What is a Living Trust? And Should you Have One?

Attorney Paul Czepiga explains the main benefits of a living trust and will help you decide if you need to have one.

Will my Kids be Taxed on Their Inheritance?

In this video, Paul explains Federal and Connecticut inheritance tax rules. Many people worry about being taxed on gifts, but there are fairly high individual exemption amounts - $5.45 million Federal and $2 million Connecticut. So unless you're giving away large sums of money, you probably don't have much to worry about. If you are giving away larger amounts, listen to what Paul has to say and learn more...

How Much can you Gift Without Paying Gift Tax?

Do you have to pay tax on all gifts that you give? For the majority of Americans, the answer is a resounding NO!

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Contact & Map
Czepiga Daly Pope & Perri LLC
Berlin Office
15 Massirio Dr
Berlin, CT 06037
USA
Telephone: (860) 236-7673
Fax: (866) 540-4616