Brendan F. Daly

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Managing Principal, Czepiga Daly Pope & Perri

Experience: 26 years

Elder Law, Estate Planning and Probate

Super Lawyer, Outstanding Member Award and 2 others

Awards 4

Experience 26y

Videos 5

Online & Web 7

Biography Submit listing

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.

Jurisdictions Admitted to Practice

Connecticut

Since 1998

Professional Experience

2000 - Current

Czepiga Daly Pope & Perri LLC

Principal/Managing Partner

Education

Hartwick College

B.A.

Quinnipiac University School of Law

J.D. (1997)

Awards

year - Brendan F. Daly

Super Lawyer

SuperLawyers Magazine

year - Brendan F. Daly

Outstanding Member Award

CT NAELA

year - Brendan F. Daly

Outstanding Legal Scholarship

Quinnipiac University School of Law

Distinguished Academic Achievement Award

Quinnipiac University School of Law

Contacts

Czepiga Daly Pope & Perri 15 Massirio Dr Berlin CT 06037 Telephone: (860) 236-7673 Fax: (866) 540-4616

Videos

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.

Brendan explains in this video.

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Spending Down for Medicaid Eligibility

http://www.ctseniorlaw.com
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.

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What is the Medicaid Penalty Period?

**PLEASE NOTE*** The penalty divisor stated in this video is from 2015.
The penalty divisor in Connecticut for 2023 is $14,060.

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.

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How Medicare pays for your Nursing Home Care

http://www.ctseniorlaw.com
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.”

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Should I Transfer my House into My Children's Names?

http://www.ctseniorlaw.com
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.