Don't Get Caught in a Storm!
Be Prepared. Be Proactive.
Here's How...

Register Now!

Just some of what you will learn:

  • Why a Will is important

  • How healthcare directives make emergency care easier on your loved ones

  • What are the responsibilities of a POA

  • What are the roles of executors and trustees
  • How revocable living trusts work
  • What happens when someone dies without a Will

  • Medicaid's eligibility rules

  • When an irrevocable trust should be considered

  • Strategies to protect your assets from long-term care costs

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:

RSVP by: June 2, 2023

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:

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

  • 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.

     You’ll walk away understanding how you can properly protect your life     savings. You’ll also learn about Medicaid and how it can help you pay for   long-term care costs. Medicaid’s confusing rules, what it takes to apply, who can help you complete an application, and much more will be discussed. We’ll also cover strategies to protect your money if an unforeseen crisis arises.

    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
    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.