No Estate Plan?
No Worries!


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 is a trust and should you consider having one

  • What are the responsibilities of a POA

  • What are the roles of executors and trustees
  • How revocable living trusts work
  • When an irrevocable trust should be considered
  • Strategies for protecting assets in a crisis situation

  • An overview of the rules to qualify for Medicaid

Seminars run from 6:00-7:00 pm and include complimentary dinner served at 5:30 pm.

Hoffman SummerWood
160 Simsbury Road
West Hartford, CT 06117

Have questions?

Call Julie at: (860) 924-7798
Email us:

RSVP by: May 30, 2023

All of us at Czepiga Daly Pope & Perri look forward to seeing you!

FREE Estate Planning Seminars

Join us for complimentary dinner... 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 1st, 6:00-7:00 pm A
    ttorney Lara Bomzer

    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? 

    An estate plan gets all your answers to these questions legally documented.

    Attend this program and learn from Attorney Lara Bomzer why a Will is important, what a power of attorney (POA) does, who might you name as your agent, what is a trust, and should you consider having one.

    This session, June 1, has now reached capacity.  Please contact Julie if you would like to be put on a waiting list.

    Don't Lose Your House:
    Protecting your assets from the costs of long-term care

    June 8th, 6:00-7:00 pm A
    ttorney Brendan Daly


    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 Brendan Daly to learn how you can protect 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 15th, 6:00-7:00 pm Attorney Jeffrey Rivard

    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.

    Attend this program with Attorney Jeff Rivard, where he'll demystify trusts and explain 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.