What you need to know about Living Trusts and Probate Avoidance


Wednesday, February 28, 2018 from 8:00 AM to 9:00 AM EST
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The North House 
1 Nod Road
Avon, CT 06001

Driving Directions 

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Give us a call at: 
(860) 236-7673

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Join us for breakfast before you head into the office for a refresher on living trusts and the probate process.

Some of the things you'll learn about:

  • Revocable vs. irrevocable trusts
  • Changes in CT and Federal estate tax thresholds
  • The three main reasons to create a living trust
  • The importance of funding the trust
  • The ins and outs of the probate process, and more...

Meet the Presenter:

Brendan F. Daly

Attorney Brendan Daly is a Principal of Czepiga Daly Pope & Perri, where he practices in the areas of elder law, estate and disability planning and estate administration. His success winning the landmark Lopes v. DSS case resulted in allowing many senior couples to buy annuities as an asset protection strategy. 


Space is limited! So RSVP early and no later than February 26th. 

Register Now!