Brendan F Daly

Brendan, one of Connecticut’s top elder law attorneys, (according to Super Lawyers Magazine) has preserved his clients’ estates by crafting plans to protect their money as they age and face the prospect of long-term care.   Brendan, with his gentle manner, will explain in plain English, how you can protect your assets while receiving public benefits.

With his extensive experience and thorough understanding of the Medicaid eligibility rules and regulations, Brendan can help you get Medicaid benefits so you are able to preserve the money you’ve worked so hard for. And because of his success in many appeals of Medicaid cases, he will fight to get you benefits even if you’ve already been denied.   Brendan’s expertise in estate planning includes customizing planning strategies that allow you to build wealth, saving on taxes and protecting the people who depend on you for support.  

In addition, Brendan also can help families with disability planning. If you’re a parent or guardian of a child with special needs, he will work hard to make sure that your child remain financially secure even when you’re no longer there to provide support. He can set up a special needs trust to protect your money for your child while retaining their eligibility for benefit programs.  

Don’t be fooled by Brendan’s laid back style. He will fight tooth and nail to protect you from losing your money to long term care. In 2012, Brendan prevailed in a case that had a significant impact on Connecticut law. He represented a woman whose husband was in a nursing facility. Medicaid considered her husband ineligible for benefits due to the income she received from an annuity. Brendan brought the case to federal district court and fought to keep the state from counting annuities as an income source for Medicaid eligibility.  

His landmark case (Lopes v. DSS), a victory, resulted in the husband receiving Medicaid benefits and the wife keeping the annuity income for her own living expenses. The court’s far-reaching verdict now makes it possible for many Connecticut senior married couples to purchase annuities as an asset protection strategy.  

Even though Brendan is at his desk before dawn, he does enjoy a full life outside of work in Simsbury, where he lives with his wife and two young children. When he has time for himself, he likes to hike, bike and play the blues on his guitar.