Search Articles

Find Attorneys

;

Paul T. Czepiga JD, CELA, CPA, MBA

Czepiga Daly Pope, LLC

Paul T. Czepiga JD, CELA, CPA, MBA

Czepiga Daly Pope, LLC

Paul T. Czepiga JD, CELA, CPA, MBA

Czepiga Daly Pope, LLC

Paul T. Czepiga is a principal of CzepigaDalyPope, a law firm with a focus on estate planning, estate administration, elder law and special needs trusts. In addition to being a lawyer, Paul is also a certified public accountant and has received the designation of Certified Elder Law Attorney from the National Academy of Elder Law Attorneys as a result of his experience, education, and testing by the Academy (recognized by the American Bar Association but not by the Rules Committee of the Connecticut Superior Court). Paul's estate 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 purchase or sale of a business, general contract review, commercial financing closings, entity selection and formation (LLC, LLP, Corporate form), and general business and commercial matters. Paul has published several articles on areas of his legal expertise including articles for The Connecticut CPA Quarterly, The New Britain Foundation for Public Giving, the New Britain Herald, the Citizen and the Hartford Courant newspapers, and the CSCPA Chronicle. Additionally, Paul has spoken on business and estate planing issues before the Connecticut Society for Certified Public Accountants in 2002, 2003, 2004, 2005, 2006, and 2007 (Medicaid Planning, Asset Protection Planning, and Estate Planning), in 2001 (Generation Skipping Transfer Tax), and in 1998 and 2006 (Recent Legislative and Case Law Developments in Estate Planning); the Central Connecticut Business and Estate Planning Council in 2001 (2001 Estate Tax Repeal); New Britain Foundation for Public Giving in 2002 (Charitable Giving); The Association of Geriatric Case Managers in 2007, the International Association of Financial Planners' Connecticut Chapter in 1996 (Medicaid Eligibility Issues); the American College of Health Care Administrators in 1991 and 1992 (Nursing Home Admissions and Payment Procedures); Berlin Chamber of Commerce in 1993 (Limited Liability Companies), the Association of Long Term Care Financial Managers in 1994, 1995, and 1996 (Legal and Medicaid Issues for Nursing Homes); the Hartford Business Journal and the Connecticut Partnership for Long Term Care on long term care insurance in 1996, and presented a seminar on Family Limited Partnerships at the Farmington Inn in 1996. Paul is a member of the following professional organizations: Certified Elder Law Attorney and Member of the National Academy of Elder Law Attorneys (NAELA); President of the Connecticut Chapter of NAELA; Member of the Connecticut Bar Association Sections on Elder Law, Probate and Trusts, Corporations, and Taxation; Member Real Property, Probate and Trusts section of the American Bar Association; Member Connecticut Society of Certified Public Accountants and past Chairperson of Personal Financial Planning Committee; Member Central Connecticut Business and Estate Planning Council. He is married with four children and resides in Kensington, Connecticut where he is active in civic and charitable affairs. He is a Director of the Central Connecticut Visiting Nurse Association, Inc., on the Advisory Council of the Polish American Foundation of Connecticut, Inc., past President of the Berlin YMCA (2000-2002) and Past President of the New Britain Lions Club (2002-2003).

Firm Description

We’re Here to Help You Protect All That You’ve Worked For

Families change. And when change comes, you want to make sure you and your family’s future will be protected. You want to know that you did all you could do.

CzepigaDalyPope will help you do just that. And we will help you reduce the stress that accompanies the financial and medical care challenges that come with change.

Estate Planning

We’ll help you preserve your wealth. And help you put together the documents needed to do so, including your Will, power of attorney and healthcare directive.

Elder Law…

If you’re a senior, we’ll help protect you and your money. We’ll help you get Medicaid benefits, offer guidance if you or a loved one needs nursing home care and advise you about housing options. We’ll even fight for you if you feel you’re being exploited or abused.

Probate and Estate Administration…

If you’re loved one has passed, we will make sure that their wishes are carried out the way they had intended.

Special Needs Planning…

If you are disabled or have a child with special needs, we’ll help you to maintain public benefits and create a financial plan that will create a secure future.

Let’s face it, life is complicated. We understand what’s at stake. And we are well aware of all the details that can bog you down.

That’s why we have dedicated ourselves to preserving your well-being as well as your assets.

We don’t just draft your documents. We will help you with healthcare-related decisions, advocacy services, housing matters, Social Security advice, tax planning, insurance and a whole lot more.

Doesn’t sound like a typical law firm, right? We’re anything but.

Don’t wait for a crisis to hit. Call us today.

Hours

Please contact this attorney for firm hours by clicking here.

Cost

Please contact this attorney for more information about fees by clicking here.

What Is an Elder Law Attorney?

Main Office

237 Hopmeadow Street
Simsbury, CT 06089

15 Massirio Drive
Berlin, CT 06037

1330 Sullivan Avenue
South Windsor, CT 06074

15 S. Main Street
New Milford, CT 06776

On the web

View Firm Website

Social Media


Medicaid 101
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

READ MORE
How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

READ MORE
Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

READ MORE
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

READ MORE
How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

READ MORE
Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

READ MORE
Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

READ MORE
Estate Recovery: Can Medicaid Take My House After I’m Gone?

If steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.

READ MORE
Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.

READ MORE
Are Adult Children Responsible for Their Parents’ Care?

Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

READ MORE
Applying for Medicaid

Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

READ MORE
Alternatives to Medicaid

Medicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.

READ MORE
ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

READ MORE
Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

READ MORE
Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

READ MORE
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

READ MORE
Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

READ MORE
Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

READ MORE
Long-Term Care Insurance

Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

READ MORE
Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

READ MORE
Retirement Planning

We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

READ MORE
Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

READ MORE
Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

READ MORE
Special Needs Planning

Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

READ MORE
Veterans Benefits

Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

READ MORE