Brendan F. Daly
Managing Principal, Czepiga Daly Pope & Perri
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.
- Elder Law
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Special Needs Trusts
- Trust & Fiduciary Services
- Tax Planning
- Connecticut
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- English: Spoken, Written
- Principal/Managing Partner
- Czepiga Daly Pope & Perri LLC
- - Current
- Hartwick College
- B.A.
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- Quinnipiac University School of Law
- J.D. (1997)
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- 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
- Elder Law section of the Connecticut Bar Association
- Executive Committee member
- - Current
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- National Care Planning Council
- Member
- - Current
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- Connecticut Chapter of the National Academy of Elder Law Attorneys
- Vice President and Board member
- - Current
- Activities: Past President
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- Hartford Hospital
- Corporator
- - Current
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- National Academy of Elder Law Attorneys
- Member
- - Current
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- Connecticut Bar Association, Elder Law Section
- Member
- - Current
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- Connecticut Bar Association, Estates & Probate Section
- Member
- - Current
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- Connecticut Bar Association
- Member
- - Current
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- Jefferson House
- Advisory Council Member
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- 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
- 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
- Certified Elder Law Attorney (CELA)
- National Elder Law Foundation
- Accredited Veteran Affairs Claims Attorney
- Veterans Affairs
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.
Spending Down for Medicaid Eligibility
If you
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
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
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.
