Don't Get Caught in a Storm!
Be Prepared. Be Proactive.
Here's How...
Just some of what you will learn:
Seminars run from 1:00-2:00 pm and include complimentary lunch at 12:30 pm.
The Village at Mariner's Point
111 South Shore Drive
East Haven, CT 06512
Have questions?
Call Julie at: (860) 924-7798
Email us: julie@ctseniorlaw.com
RSVP by: June 2, 2023
SPACE IS LIMITED!
All of us at Czepiga Daly Pope & Perri look forward to seeing you!
FREE Estate Planning Seminars
Join us for complimentary lunch... and learn the steps you can take to:
Attend and you'll take home ideas you can put in place right away.
Understanding Estate Plans:
Creating a new plan and updating existing plans
June 6th, 1:00 - 2:00 PM
Life circumstances can change in an instant. If they do, are you
prepared? Consider some difficult questions…. Do you want to be on life
support? Who will pay your bills if you can’t? And if you pass away, how
will your estate be divided amongst your heirs?
In this program, come learn from Attorney Erin Duques about Wills, trusts, powers of attorney (POA), and healthcare directives. You’ll walk away understanding what these documents are for, and what you need to do to create yours. Even if you have already created an estate plan, come learn about recent law updates and discover if you should have your existing documents reviewed and updated.
Don't Lose Your House:
Protecting assets from long-term care costs
June 13th, 1:00 - 2:00 PM
Connecticut’s long-term care costs are the 2nd highest in the nation. You’ve likely heard horror stories of people losing their homes to pay for care. Attend this session with Attorney Erin Duques to learn how you can
protect your assets with a carefully-orchestrated plan.
What is a Trust? Do I need one?
June 20th, 1:00 - 2:00 PM
What exactly is a trust? And what can a trust do for you? You’ve heard
about the different types – Revocable, Irrevocable, Special Needs,
Discretionary, Testamentary, and Tax trusts. In this program, Attorney
Erin Duques demystifies trusts and explains how a trust could be suitable
for you and why.
You’ll walk away knowing how to use trusts to do things like… minimize or avoid taxes, protect assets from potential ex-spouses and creditors, keep public benefits for loved ones, provide for a beneficiary who is disabled or has special needs, and how avoid probate court. Whether you are new to trusts or even understand them well, you’ll walk away understanding how to use these powerful planning tools to your advantage.
Programs presented by Attorney Erin Duques
With a calm and compassionate demeanor, Erin Duques of
Czepiga Daly Pope & Perri in Madison, guides her clients in
creating and updating estate plans, settling probate matters, and
developing comprehensive asset protection and tax planning
strategies that help to meet their needs and specific
circumstances. She also helps her clients navigate the complex
world of Medicaid, either in advance of or when faced with the
imminent need for long-term care.
In addition, Erin has in-depth knowledge of federal and
Connecticut public benefit programs and a robust track record of
working with and advocating for individuals with disabilities. She is well versed in creating special needs trusts to preserve assets so an individual can maintain his or her quality of life.
Erin earned her Juris Doctorate degree from Quinnipiac University School of Law and resides in Madison, CT with her husband and two daughters.