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...
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...
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 ...
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...
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...
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...