Paul is a principal of Czepiga Daly Pope & Perri. In addition to being a lawyer, Paul is also a certified public accountant, has an MBA degree in business from Northwestern University, and has received the designation of Certified Elder Law Attorney from the National Elder Law Foundation as a result of his experience, education, and testing by the Foundation (recognized by the American Bar Association but not by Rules Committee of the Connecticut Superior Court).
Paul’s estate and elder law planning consists of representing a range of clients, from high net worth individuals and families who require sophisticated techniques to accomplish their objectives of reducing estate taxes and preserving wealth for future generations, to older couples of modest means whose goal is to protect their assets from having to be spent for nursing home care.
Paul’s general corporate practice consists of assisting his clients in the negotiations for and the purchase or sale of a business, general contract review, commercial financing closings, and entity selection and formation.
Paul has published several articles and has spoken on Elder Law, Estate Planning, Medicaid Planning, and business issues most recently before the Connecticut Society for Certified Public Accountants; the Central Connecticut Business and Estate Planning Council. The Connecticut Chapter of the National Academy of Elder Law Attorneys; and The Association of Geriatric Case Managers (2007); The American College of Health Care Administrator; and The New Britain Foundation for Public Giving. In addition, Paul has spoken before the International Association of Financial Planners’ Connecticut Chapter and The Association of Long Term Care Financial Managers.
Paul is a member of the following professional organizations: The National Academy of Elder Law Attorneys (NAELA); Past President and Board Member of the Connecticut Chapter of NAELA; Member of the Connecticut Bar Association Sections on Elder Law, Probate and Trusts, Corporations, and Taxation; Member Real Property, Probate and Trusts section of the American Bar Association; Corporator of Connecticut Community Care, Inc.; Member Connecticut Society of Certified Public Accountants and past Chairperson of its Personal Financial Planning Committee; and Member and past Director Central Connecticut Business and Estate Planning Council.
Paul is also active in civic and charitable affairs. He is a Director of the Central Connecticut Visiting Nurse Association, Inc., on the Advisory Council of the Polish American Foundation of Connecticut, Inc., past President of the Berlin YMCA and Past President of the New Britain Lions Club.
Languages spoken
English
State | Status | Acquired | Updated |
---|---|---|---|
CT | Retired | 1984 | 07/16/2022 |
Legal answers | 0 |
Legal guides | 6 |
Award name | Grantor | Date Granted |
---|---|---|
Super Lawyer | SuperLawyers | 2017 |
Super Lawyer | SuperLawyers | 2016 |
Super Lawyer | SuperLawyers | 2015 |
Super Lawyer | SuperLawyers | 2014 |
Super Lawyer | SuperLawyers | 2013 |
Super Lawyer | SuperLawyers | 2012 |
Admitted to Practice | United Stated Federal Court of Appeals | 2011 |
Super Lawyer | SuperLawyers | 2011 |
Admitted to Practiced | United States Tax Court | 2002 |
Admitted to Practice | United States District Court, Connecticut | 1988 |
Certified Elder Law Attorney | National Academy of Elder Law Attorneys | N/A |
Title | Company name | Duration |
---|---|---|
Partner | Czepiga Daly Pope & Perri | 1998 - Present |
Partner | Eisenberg Anderson Michalik and Lynch | 1990 - 1998 |
Attorney | Tyler Cooper & Alcorn | 1984 - 1986 |
Association name | Position name | Duration |
---|---|---|
Connecticut Community Care, Inc. | Corporator | 2009 - Present |
Visiting Nurse's Association of Hartford | Board Member | 2007 - Present |
Connecticut Chapter of the National Academy of Elder Law Attorneys | Member | 2007 - Present |
Polish American Foundation of Connecticut, Inc. | Advisory Committee | 2000 - Present |
Personal Financial Planning Committee of the CSCPA | Committee Member | 1995 - Present |
Central Connecticut Business and Estate Planning Council | Member | 1994 - Present |
National Academy of Elder Law Attorneys | Member | 1992 - Present |
Connecticut Bar Association, Elder Law Section | Member of the Executive Committee | 1990 - Present |
Connecticut Bar Association, Taxation Section | Member | 1990 - Present |
Connecticut Bar Association, Estate Planning Section | Member | 1990 - Present |
Connecticut Society of Certified Public Accountants | Member | 1985 - Present |
National Academy of Elder Law Attorneys (Connecticut chapter) | Past President | 2009 - 2010 |
National Academy of Elder Law Attorneys (Connecticut chapter) | President | 2008 - 2009 |
National Academy of Elder Law Attorneys (Connecticut chapter) | President-Elect | 2007 - 2008 |
National Academy of Elder Law Attorneys (Connecticut chapter) | Vice President | 2006 - 2007 |
Estate and Gift Tax Commitee of the CSCPA | Commitee Member | 1995 - 2011 |
Publication name | Title | Date |
---|---|---|
Czepiga Daly Pope & Perri Smart Planner Blog | Estate Tax Changes: What They Mean For You…If Anything | 2018 |
Czepiga Daly Pope & Perri Smart Planner Blog | How to Protect Your Beneficiaries From a Bad Trustee | 2017 |
Czepiga Daly Pope & Perri Smart Planner Blog | Estate Taxes: What Does The Future Hold? | 2017 |
Czepiga Daly Pope & Perri Smart Planner Blog | Federal and Connecticut Estate Tax Tension: 2 Big Reasons to Add a Trust to Your Estate Plan | 2017 |
Czepiga Daly Pope & Perri Smart Planner Blog | Limit Your Liability AND Reduce Your Estate Taxes: Get a QTIP Trust | 2017 |
Czepiga Daly Pope & Perri Smart Planner Blog | Possible Estate Tax Cut in Connecticut! | 2017 |
Czepiga Daly Pope & Perri | Probate Versus Trusts: Why All the Fuss? | 2017 |
Czepiga Daly Pope & Perri | Transfer of Assets to the Trustee of A Revocable Trust and Operation of the Trust | 2017 |
Czepiga Daly Pope & Perri | Family Limited Partnerships: More or Less Than Meets the Eye? | 2017 |
Czepiga Daly Pope & Perri Smart Planner Blog | Trump Presidency and Taxes: What’s Next? | 2016 |
Czepiga Daly Pope & Perri Smart Planner Blog | Estate Tax Loophole for Family Business Owners Under Attack | 2016 |
Czepiga Daly Pope & Perri Smart Planner Blog | Federal Estate Tax Soon Turns 100: What a Bumpy Ride It’s Been | 2016 |
Czepiga Daly Pope & Perri Smart Planner Blog | How Does the New Connecticut Law Affect Your Power of Attorney? | 2015 |
CT NAELA Practice Update, Volume 2, Issue 1 | Practitioner's Musings | 2011 |
Berlin Citizen | But I May Need It Someday | 2003 |
Berlin Citizen | Funding A Living Trust | 2002 |
Berlin Citizen | All You Need To Know About Living Trusts | 2002 |
School name | Degree | Graduated |
---|---|---|
Syracuse Law School | JD - Juris Doctor | 1984 |
Northwestern University | MA - Masters | 1979 |
Syracuse University | BS - Bachelor of Science | 1974 |
Conference name | Title | Date |
---|---|---|
Professional Breakfast Event | Succession Planning for Small Business Owners | 2019 |
Estate Planning Seminar Series | Understanding Trusts | 2019 |
CT Society of CPAs Continuing Professional Education | What's New in EP Law and Medicaid Rules | 2019 |
2019 Connecticut Legal Conference | Succession Planning | 2019 |
2019 Annual Financial Planners Association Conference - Connecticut Chapter | Fiduciary Duties of Executors, Trustees, and POAs | 2019 |
Scranton Library Event | Estate Planning | 2018 |
Estate Planning Seminars | Worried about Estate and Gift Taxes? Learn ways to reduce or eliminate them | 2018 |
Adult Education | Estate Planning and Long-Term Care | 2018 |
Adult Education | Estate Planning | 2018 |
Financial Planning Association Conference | POA Changes | 2017 |
Senior Living Seminar | Planning for Long-Term Care: Understanding Medicaid and protecting your assets | 2016 |
Ray Dunaway Radio Show | Gift Taxes | 2016 |
Estate Planning Seminar | Worried about Estate and Gift Taxes? Learn ways to reduce or eliminate them | 2016 |
Estate Planning Seminar | Estate Planning and 2nd Marriages | 2016 |
Business Breakfast | Don't Trust a Trust You Don't Know | 2015 |
Trusts and Estate Planning | Trusts and Estate Planning | 2011 |
Medicaid Workshop | Medicaid Grants in Connecticut | 2011 |
Federal Estate Tax Forum | Avoiding Estate Planning Mistakes | 2011 |
NAELA presents | Special Needs Planning in the Family Law Setting | 2010 |
Luncheon Seminar | Powers of Attorney | 2010 |
Luncheon Seminar | Living Trusts | 2010 |
CSCPA's Tax 360 Conference | Eldercare | 2010 |
Legal Aspects of Clients Staying at Home | Federal and State programs that provide home care, the new DSS Money Follows the Person program, Veterans Benefits for Home Care and many more | 2009 |
CBA Conference | Medicaid Advocacy: The Contested Case From Application to Appeal | 2009 |
Personal Financial Planning Conference for the CSCPA | Protecting Assets for the Disabled or Elderly | 2008 |
CBA Conference | Administrative Appeals | 2008 |
CSCPA Conference | State Tax Forum General Session | 2007 |
CSCPA Conference | 2007 State Tax Forum | 2007 |
Connecticut Chapter of the Case Management Society of America Conference | Annual Conference | 2007 |
ACHCA Conference | Nursing Home Collections and Medicaid | 2007 |
Financial planning and investment conference | Estate and Income Tax Update | 2006 |
Case name | Outcome |
---|---|
Lopes v. Starkowski No. 3:10-cv-3072010, 2010 U.S. Dist. LEXIS 81829 (D. Conn. August 11, 2010). | Motion for Summary Judgment granted |
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April 27, 2011
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September 30, 2010
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September 15, 2009
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