Jeff genuinely likes meeting new people and is curious to learn all he can about you and your situation. In this process you?ll get to know him, and we are confident that you will discover he is precisely the type of person you are looking to for guidance.Helping you create plans for a solid, secure future that ultimately give you peace of mind - this is what gives Jeff great joy.When it comes to working with you, Jeff naturally goes the extra mile. Once, on a Saturday, he drove many miles to the home of a terminally-ill client to help her make changes to her estate plan to protect some prized...
Estate planning is not just for millionaires. You may not think you have an estate let alone any need for a plan, but if you have children, if you have things of value, if you own a home, you need an estate plan. An estate plan ensures that you decide who gets your hard earned assets, whatever their size or value-- not the government. Without an estate plan, your wealth , your estate will pass according to the state intestacy statute. Don't you want to decide to whom and when your assets should be distributed and not a probate court? Estate is planning how you direct to whom your property w...
Paul is Of Counsel at 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 corpo...
Jennifer, a litigation attorney, appreciates that a day in court can be an intimidating and stressful experience for you. That?s why she makes it a point to take you by the hand and guide you through the process with an understanding and gentle manner. Jennifer?s relationship with her clients goes beyond just straight legal representation ? she also keeps in mind your emotional and privacy concerns.What She Does -Defends and prosecutes Will contests, trust and Will construction proceedings, and other Probate and Superior court litigation -Investigates and challenges fiduciary accountings...
Carmine was admitted to the Connecticut Bar in 2005, the U.S. District Court, District of Connecticut in 2005, and the Second Circuit Court of Appeals in 2011.Carmine is a member of the Connecticut Bar Association Elder Law Section and a member of the Connecticut Chapter of the National Academy of Elder Law Attorneys (N.A.E.L.A). For the sixth year in a row, Carmine was selected as a New England Elder Law ?Rising Star? by New England Super Lawyers magazine.In 2011, Carmine was appointed to the Probate Court Rules Advisory Committee. The Committee drafted new rules and revised existing rules ...
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 ...
Attorney Frank May concentrates his practice in the areas of Estate Planning, Elder Law, Medicaid Law, Probate/Trust Administration, Special Needs Planning for family members and individuals and litigation. He is also knowledgeable in tax law as it relates to these areas of practice. Attorney May typically advises and counsels clients and families in preparing estate plans, wills, trusts (revocable, living, irrevocable, testamentary, special needs), Medicaid applications, Powers of Attorney, healthcare agent appointments and similar documents necessary to accomplish the planning goals of his c...
Compassion. Knowledge. Tenacity. These are words used to describe Colleen?s work in advocating for individuals with disabilities.Having a loved one with disabilities (or having disabilities yourself) can be incredibly challenging in ways that only you know. It?s easy to get overwhelmed. Colleen understands - she has spent years working with and advocating for people who are challenged with disabilities.Within five minutes of meeting her, you?ll know you?re in great hands. Her calm, kind, and understanding demeanor will assure you that you?re working with the right person to make plans for your...
Attorney Simon Lebo joined the firm in 1999 and his principal areas of practice include Elder & Medicaid Law, Veteran's Benefits, Estate Planning, Probate and Trust Administration, Business Law, Taxation and Real Estate. Attorney Lebo regularly prepares wills, revocable trusts (also known as living trusts), irrevocable trusts, special needs trusts, healthcare and financial Powers of Attorneys and living wills for clients all over Connecticut. In addition, he has served as Court appointed Guardian Ad Litem, Legal Counsel, and Administrator in a number of Probate Courts. Attorney Lebo handl...
Disputes related to probate, wills and trusts, and eldercare concerns are some of the most emotionally charged conflicts that individuals and families go through. At the heart of these disagreements lie deeply personal issues related to family, independence, security and relationships. Fortunately, despite the emotional nature of these issues, it's often possible to reach resolution without resorting to litigation.That's where Attorney Paul Knierim, a retired probate judge, comes in. As the head of our dispute resolution practice, he brings unparalleled problem-solving strategies to bear on ev...
In 2017, Sharon transitioned from principal to Of Counsel to Czepiga Daly Pope & Perri and to Special Counsel to our Special Needs and Disability Planning department. We are extremely pleased that we can continue to tap into Sharon's extensive experience and knowledge and are delighted to work closely with someone who works tirelessly to protect the rights of our seniors and people with disabilities.Sharon, who is widely known and has an impressive track record throughout the state of Connecticut, helps seniors and persons with disabilities get the support and services they need to live v...
I started a business at 25 with two partners, knowing very little about the industry (a dental group). We grew the brand to over 40 locations across the Northeast before consummating a private equity sale. During that time my passion for business and law grew, thus I attended Western New England University School of Law at night. Now, having passed the CT State Bar, I am using my business experience in helping fellow entrepreneurs, business owners and families at all stages of business. Additionally, due to the significant overlap with Estate Planning, I have tailored my practice to includ...
Over the years, you?ve built your estate piece-by-piece. You may have attained significant wealth, or you may have a home and some savings. Regardless of size, you need to protect it and may want to leave a legacy.Wouldn?t it make sense to work with an estate planning attorney who knows first-hand what it takes to build an estate and accumulate wealth?Meet Ruth Fortune.Before joining the team at Czepiga Daly Pope & Perri, Ruth was a financial advisor with Merrill Lynch. In this role, she focused on getting to know her clients and truly understanding their financial goals. Whether their wis...
Litigation can be overwhelming. It?s difficult enough to keep track of what?s happening in your life, let alone your court case.As part of the Czepiga Daly Pope & Perri litigation team, Nicole is an experienced legal researcher who keeps you up-to-date on your case by reading through volumes of deposition transcripts. She also manages the discovery process by creating interrogatories and requests for production - vehicles to gather information related to your case from opposing parties.Nicole is a self-proclaimed perfectionist who immerses herself in background and facts on every case she ...
Attorney Irene C. Olszewski earned her J.D. from Quinnipiac University School of Law in 2001. She earned awards for Outstanding Legal Scholarship, Distinguished Academic Achievement and Superior Classroom Performance. Attorney Olszewski consults with clients in her East Hartford, Connecticut office. The law firm concentrates on "Client-Focused Legal Solutions" in the areas of Family Law, Probate Law, Wills and Documents, and Lesbian & Gay Law....