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It’s Time. Plan Today for Your Tomorrow. www.ctseniorlaw.com

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Page 1: What We Do ESTATE ADMINISTRATION ESTATE PLANNING It’s … · related to estate planning and elder law can be bewildering. As can navigating the maze of IRS rules and government

It’s Time.

Plan Today for Your Tomorrow.

www.ctseniorlaw.com

Contact us to learn how our experienced and compassionate attorneys can help ensure

security for you and your loved ones.

(860) 594-7995Email: [email protected]

Visit us at: www.ctseniorlaw.com

48 Christian Lane, Newington281 Hartford Turnpike, Vernon

1160 Silas Deane Highway, Wethersfield

What We DoESTATE PLANNING• Wills & Powers of Attorney• Living Trusts• Health Care Directives• Estate Tax Reduction Trusts• Retirement Planning

ELDER LAW• Medicaid & Asset Protection Planning• Home-Based Care & Service Solutions• Placement Advisory Services• Long-Term Care Insurance Strategies

ELDER LAW LITIGATION• Will Contests• Conservatorships• Medicaid Litigation

SPECIAL NEEDS & DISABILITY PLANNING• Public Benefit Eligibility Assessment• Special Needs Trust & Fiduciary Services• Distribution Planning• Medicare Set Aside Trusts

TAX PLANNING• IRA & Retirement Distribution • Estate Tax Reduction • Gift Taxes

ESTATE ADMINISTRATION• Probate Court Administration & Litigation• Federal & Connecticut Tax Filing• Executor & Trustee Services• Counsel for Trust & Estate Beneficiaries• Checkbook Management

CONSULTATION ON VETERAN’S BENEFITS

GERIATRIC SERVICES• Assessments of health, home safety,

medication management• Recommendations for home care resources• Referrals for community-based care • Facilitation of housing transitions• Development of individual care plans• Coordination, monitoring & evaluation

of services• Advocacy Services • Application Assistance

Page 2: What We Do ESTATE ADMINISTRATION ESTATE PLANNING It’s … · related to estate planning and elder law can be bewildering. As can navigating the maze of IRS rules and government

It’s Time.

Plan Today for Your Tomorrow.

www.ctseniorlaw.com

Contact us to learn how our experienced and compassionate attorneys can help ensure

security for you and your loved ones.

(860) 594-7995Email: [email protected]

Visit us at: www.ctseniorlaw.com

48 Christian Lane, Newington281 Hartford Turnpike, Vernon

1160 Silas Deane Highway, Wethersfield

What We DoESTATE PLANNING• Wills & Powers of Attorney• Living Trusts• Health Care Directives• Estate Tax Reduction Trusts• Retirement Planning

ELDER LAW• Medicaid & Asset Protection Planning• Home-Based Care & Service Solutions• Placement Advisory Services• Long-Term Care Insurance Strategies

ELDER LAW LITIGATION• Will Contests• Conservatorships• Medicaid Litigation

SPECIAL NEEDS & DISABILITY PLANNING• Public Benefit Eligibility Assessment• Special Needs Trust & Fiduciary Services• Distribution Planning• Medicare Set Aside Trusts

TAX PLANNING• IRA & Retirement Distribution • Estate Tax Reduction • Gift Taxes

ESTATE ADMINISTRATION• Probate Court Administration & Litigation• Federal & Connecticut Tax Filing• Executor & Trustee Services• Counsel for Trust & Estate Beneficiaries• Checkbook Management

CONSULTATION ON VETERAN’S BENEFITS

GERIATRIC SERVICES• Assessments of health, home safety,

medication management• Recommendations for home care resources• Referrals for community-based care • Facilitation of housing transitions• Development of individual care plans• Coordination, monitoring & evaluation

of services• Advocacy Services • Application Assistance

Page 3: What We Do ESTATE ADMINISTRATION ESTATE PLANNING It’s … · related to estate planning and elder law can be bewildering. As can navigating the maze of IRS rules and government

Why do seniors, families, caregivers, veterans and individuals with special needs choose us? It’s a combination of things. First and foremost, we treat you the same way we want to be treated – with courtesy and compassion.

We have seen every scenario you can imagine where people did not plan properly for their future and as a result, bad things happened. We sincerely don’t want this to happen to you.

Second, unlike most firms of our kind, our expertise extends beyond just law. Our holistic approach to planning for your future involves way more than having the right documents in place. We help you with healthcare-related decisions, advocacy services, housing matters, tax planning, insurance and a whole lot more.

Doesn’t sound like a typical law firm, right?Because we personally deal with the same life challenges that you face, we understand what’s at stake. And we are well aware of all the details that can bog you down. So we have dedicated ourselves to preserving your well-being as well as your assets.

Perhaps that’s why we’ve been named Super Lawyers by Connecticut Magazine.

We can provide you the best all-around counsel by tapping into our expert staff which, in addition to attorneys, includes:

• A Registered Nurse • A Geriatric Care Coordinator • A Certified Public Accountant • A Nursing Home Administrator • An Insurance Specialist

How’s that for having you covered?

Prepare for whatever the future may hold. It’s time.Families change. And when change comes, you want to make sure you and your family’s future will be protected. You want to know that you did all you could do.

CzepigaDaly will help you do just that. And we will help you reduce the stress that accompanies the financial and medical care challenges that come with change.

My family and I were treated with respect and compassion during a very difficult time.

Mildred Gagnon

“”

We make it simple – Matters related to estate planning and elder law can be bewildering. As can navigating the maze of IRS rules and government benefits. We will explain, in a way you can understand, all the options available to you.

We will fight for you – When the best plan of action is determined, you can count on us being tireless advocates on your behalf. We will fight in court to make sure your wishes are honored, you don’t pay unnecessary taxes, and your assets are protected.

GOOD REASONS TO WORK WITH US

Call us today at (860) 594-7995or visit us at ctseniorlaw.com

It’s Time. Plan Today for Your Tomorrow.

Let’s face it, life is complicated. And isolated decisions can have unintended long-term con-sequences. That’s why you need experienced and reputable attorneys who focus on estate planning, probate and elder law. That’s why you need thoughtful solutions that are specifically tailored to your needs, for your tomorrow.

Call us today. We are here to help protect you and your loved one’s quality of life, family wealth and peace of mind. After all, that’s what matters most.

They gave us a feeling of complete confidence in an

uncharted area…David R. Nelson

“”

Personal solutions – Effective estate plans are as unique as you are, based upon your goals, values and shifting circumstances. No cookie-cutter solutions here.

Quick response – You can expect us to stand by you and communicate incisively and promptly every step of the way. Our experienced and warm-hearted attorneys and staff will get to know you. They’ll never leave you in the dark.

Peace of mind – The piles of paper, the complexities of estate planning and the burden it places on you can be nerve-wracking. For you and your family. We replace your anguish with answers, so you can get on with your life.

Results – We empathize with you during these difficult times, and will work with you to make sure you get the results that serve you best. We have an impressive track record for protecting estates, obtaining government benefit awards, winning cases that go to court, and getting your future in order.

6

Page 4: What We Do ESTATE ADMINISTRATION ESTATE PLANNING It’s … · related to estate planning and elder law can be bewildering. As can navigating the maze of IRS rules and government

Why do seniors, families, caregivers, veterans and individuals with special needs choose us? It’s a combination of things. First and foremost, we treat you the same way we want to be treated – with courtesy and compassion.

We have seen every scenario you can imagine where people did not plan properly for their future and as a result, bad things happened. We sincerely don’t want this to happen to you.

Second, unlike most firms of our kind, our expertise extends beyond just law. Our holistic approach to planning for your future involves way more than having the right documents in place. We help you with healthcare-related decisions, advocacy services, housing matters, tax planning, insurance and a whole lot more.

Doesn’t sound like a typical law firm, right?Because we personally deal with the same life challenges that you face, we understand what’s at stake. And we are well aware of all the details that can bog you down. So we have dedicated ourselves to preserving your well-being as well as your assets.

Perhaps that’s why we’ve been named Super Lawyers by Connecticut Magazine.

We can provide you the best all-around counsel by tapping into our expert staff which, in addition to attorneys, includes:

• A Registered Nurse • A Geriatric Care Coordinator • A Certified Public Accountant • A Nursing Home Administrator • An Insurance Specialist

How’s that for having you covered?

Prepare for whatever the future may hold. It’s time.Families change. And when change comes, you want to make sure you and your family’s future will be protected. You want to know that you did all you could do.

CzepigaDaly will help you do just that. And we will help you reduce the stress that accompanies the financial and medical care challenges that come with change.

My family and I were treated with respect and compassion during a very difficult time.

Mildred Gagnon

“”

We make it simple – Matters related to estate planning and elder law can be bewildering. As can navigating the maze of IRS rules and government benefits. We will explain, in a way you can understand, all the options available to you.

We will fight for you – When the best plan of action is determined, you can count on us being tireless advocates on your behalf. We will fight in court to make sure your wishes are honored, you don’t pay unnecessary taxes, and your assets are protected.

GOOD REASONS TO WORK WITH US

Call us today at (860) 594-7995or visit us at ctseniorlaw.com

It’s Time. Plan Today for Your Tomorrow.

Let’s face it, life is complicated. And isolated decisions can have unintended long-term con-sequences. That’s why you need experienced and reputable attorneys who focus on estate planning, probate and elder law. That’s why you need thoughtful solutions that are specifically tailored to your needs, for your tomorrow.

Call us today. We are here to help protect you and your loved one’s quality of life, family wealth and peace of mind. After all, that’s what matters most.

They gave us a feeling of complete confidence in an

uncharted area…David R. Nelson

“”

Personal solutions – Effective estate plans are as unique as you are, based upon your goals, values and shifting circumstances. No cookie-cutter solutions here.

Quick response – You can expect us to stand by you and communicate incisively and promptly every step of the way. Our experienced and warm-hearted attorneys and staff will get to know you. They’ll never leave you in the dark.

Peace of mind – The piles of paper, the complexities of estate planning and the burden it places on you can be nerve-wracking. For you and your family. We replace your anguish with answers, so you can get on with your life.

Results – We empathize with you during these difficult times, and will work with you to make sure you get the results that serve you best. We have an impressive track record for protecting estates, obtaining government benefit awards, winning cases that go to court, and getting your future in order.

6

Page 5: What We Do ESTATE ADMINISTRATION ESTATE PLANNING It’s … · related to estate planning and elder law can be bewildering. As can navigating the maze of IRS rules and government

Why do seniors, families, caregivers, veterans and individuals with special needs choose us? It’s a combination of things. First and foremost, we treat you the same way we want to be treated – with courtesy and compassion.

We have seen every scenario you can imagine where people did not plan properly for their future and as a result, bad things happened. We sincerely don’t want this to happen to you.

Second, unlike most firms of our kind, our expertise extends beyond just law. Our holistic approach to planning for your future involves way more than having the right documents in place. We help you with healthcare-related decisions, advocacy services, housing matters, tax planning, insurance and a whole lot more.

Doesn’t sound like a typical law firm, right?Because we personally deal with the same life challenges that you face, we understand what’s at stake. And we are well aware of all the details that can bog you down. So we have dedicated ourselves to preserving your well-being as well as your assets.

Perhaps that’s why we’ve been named Super Lawyers by Connecticut Magazine.

We can provide you the best all-around counsel by tapping into our expert staff which, in addition to attorneys, includes:

• A Registered Nurse • A Geriatric Care Coordinator • A Certified Public Accountant • A Nursing Home Administrator • An Insurance Specialist

How’s that for having you covered?

Prepare for whatever the future may hold. It’s time.Families change. And when change comes, you want to make sure you and your family’s future will be protected. You want to know that you did all you could do.

CzepigaDaly will help you do just that. And we will help you reduce the stress that accompanies the financial and medical care challenges that come with change.

My family and I were treated with respect and compassion during a very difficult time.

Mildred Gagnon

“”

We make it simple – Matters related to estate planning and elder law can be bewildering. As can navigating the maze of IRS rules and government benefits. We will explain, in a way you can understand, all the options available to you.

We will fight for you – When the best plan of action is determined, you can count on us being tireless advocates on your behalf. We will fight in court to make sure your wishes are honored, you don’t pay unnecessary taxes, and your assets are protected.

GOOD REASONS TO WORK WITH US

Call us today at (860) 594-7995or visit us at ctseniorlaw.com

It’s Time. Plan Today for Your Tomorrow.

Let’s face it, life is complicated. And isolated decisions can have unintended long-term con-sequences. That’s why you need experienced and reputable attorneys who focus on estate planning, probate and elder law. That’s why you need thoughtful solutions that are specifically tailored to your needs, for your tomorrow.

Call us today. We are here to help protect you and your loved one’s quality of life, family wealth and peace of mind. After all, that’s what matters most.

They gave us a feeling of complete confidence in an

uncharted area…David R. Nelson

“”

Personal solutions – Effective estate plans are as unique as you are, based upon your goals, values and shifting circumstances. No cookie-cutter solutions here.

Quick response – You can expect us to stand by you and communicate incisively and promptly every step of the way. Our experienced and warm-hearted attorneys and staff will get to know you. They’ll never leave you in the dark.

Peace of mind – The piles of paper, the complexities of estate planning and the burden it places on you can be nerve-wracking. For you and your family. We replace your anguish with answers, so you can get on with your life.

Results – We empathize with you during these difficult times, and will work with you to make sure you get the results that serve you best. We have an impressive track record for protecting estates, obtaining government benefit awards, winning cases that go to court, and getting your future in order.

6

Page 6: What We Do ESTATE ADMINISTRATION ESTATE PLANNING It’s … · related to estate planning and elder law can be bewildering. As can navigating the maze of IRS rules and government

It’s Time.

Plan Today for Your Tomorrow.

www.ctseniorlaw.com

Contact us to learn how our experienced and compassionate attorneys can help ensure

security for you and your loved ones.

(860) 594-7995Email: [email protected]

Visit us at: www.ctseniorlaw.com

48 Christian Lane, Newington281 Hartford Turnpike, Vernon

1160 Silas Deane Highway, Wethersfield

What We DoESTATE PLANNING• Wills & Powers of Attorney• Living Trusts• Health Care Directives• Estate Tax Reduction Trusts• Retirement Planning

ELDER LAW• Medicaid & Asset Protection Planning• Home-Based Care & Service Solutions• Placement Advisory Services• Long-Term Care Insurance Strategies

ELDER LAW LITIGATION• Will Contests• Conservatorships• Medicaid Litigation

SPECIAL NEEDS & DISABILITY PLANNING• Public Benefit Eligibility Assessment• Special Needs Trust & Fiduciary Services• Distribution Planning• Medicare Set Aside Trusts

TAX PLANNING• IRA & Retirement Distribution • Estate Tax Reduction • Gift Taxes

ESTATE ADMINISTRATION• Probate Court Administration & Litigation• Federal & Connecticut Tax Filing• Executor & Trustee Services• Counsel for Trust & Estate Beneficiaries• Checkbook Management

CONSULTATION ON VETERAN’S BENEFITS

GERIATRIC SERVICES• Assessments of health, home safety,

medication management• Recommendations for home care resources• Referrals for community-based care • Facilitation of housing transitions• Development of individual care plans• Coordination, monitoring & evaluation

of services• Advocacy Services • Application Assistance