Protect Your Money
(and Avoid Common Estate Planning Mistakes!)

Register Now! 

Just some of what you will learn:

  • Steps that will help you protect your money from long-term care costs

  • Ways to qualify for Medicaid and keep your assets

  • How to title your assets properly in your Will

  • How to avoid estate planning mistakes

  • Tools to minimimize or reduce estate and gift taxes

  • How inheritance taxes effect your estate plan

  • How a special needs trust preserves public benefits for your child with special needs

  • Tips for selecting the right trustee for your special needs trust

  • Learn how to use Medicaid for nursing home expenses
  • Reasons to appoint a conservator

  • How to accommodate change-repeal of tranfer taxes

  • Strategies for  when and if you should transfer your home to your children

  • How to know if you need a long-term care insurance policy


Each seminar is from 6:30-8:00 pm and include complimentary coffee and dessert

The Inn at Middletown
70 Main Street
Middletown, CT 06457

All of us CzepigaDalyPope look forward to seeing you!


Have questions?

Call us at 860-236-7673

Email us:




FREE Estate Planning Seminars

Join us for coffee and dessert...and learn the steps you can take to:

  • Preserve what you've worked for  
  • Protect your loved ones, and  
  • Reduce the stress that accompanies the financial and health care
    that come with change.

  • Attend one or more of these seminars and you'll take home ideas you can put in
    place right away.

    Estate Planning: Don't make these mistakes!
    September 25, 6:30- 8pm - Attorneys Brendan F. Daly and Carmine Perri
    You may think that drafting an estate plan is straight-forward, but in reality, if you do it wrong, you're jeopardizing everything you've worked for. Just because you have a Will or trust doesn't mean you've covered your bases. We'll share real-life stories, showing you the dangers of common estate planning mistakes such as using incorrect phrases in our documents or omitting important ones. Failing to fund or revoke a living trust, using ambiguous provisions, titling assets improperly and not updating beneficiary designations are just some of the blunders you must avoid!
    Worried about Estate & Gift Taxes? Learn ways to reduce or eliminate them!
    October 2 - 6:30-8pm Attorney Paul T. Czepiga
    Should you be concerned that estate taxes may eat into your estate? We'll help you understand if you're at risk, and explain which estate planning tools and strategies can eliminate or minimize your overall tax exposure. Learn about how inheritance taxes work, how Connecticut tax rules are stricter than federal rules, and the ins and outs of making gifts.
    Paying for Long-term Care: Ways to keep from going broke
    October 9 - 6:30-8pm Attorney Brendan F. Daly
    Connecticut has the 2nd highest cost of long-term care in the nation. So unless you're planning to leave the state, you need to protect yourself and your retirement assets from long-term care costs. Should you give your home to your children? How can you get the State to pay for nursing home and home care? How can you qualify for Medicaid benefits while keeping your assets? If you know the rules and plan ahead, you can still protect your hard-earned assets.
    Planning for Children with Special Needs: Now and in the future
    October 15 - 6:30-8pm Attorneys Sharon L. Pope and Claudia W. Englisby
    There are ways to ensure that your child with special needs will stay financially secure - now and later, when you're no longer around to provide support. Learn about strategies to qualify your child for public benefits while preserving income, how a special needs trust works, and what to consider when choosing a trustee. Get your questions answered by a highly regarded attorneys who are known for special needs and disability planning.