Brendan is one of Connecticut’s top elder law attorneys, according to Super Lawyers Magazine. With his gentle manner, he’ll explain, in plain English, how you can protect your assets while receiving public benefits. He can help you get Medicaid benefits so you can preserve the money you’ve worked so hard for. And because of his success in many appeals of Medicaid cases, he can fight to get you benefits even if you’ve already been denied.
Brendan's focus on estate planning includes customized planning strategies that allow you to build wealth, save on taxes and protect the people who depend on you for support.
Brendan also helps families with disability planning. If you’re a parent or guardian of a child with special needs, he will work hard to ensure that your child remain financially secure even when you’re no longer there to provide support. Brendan can set up a special needs trust to protect your money for your child while retaining their eligibility for benefit programs.
Brendan’s style is laid back but don’t be fooled, he will fight tooth and nail to protect you from losing your money to long term care. In 2012, Brendan won a case that had a significant impact on Connecticut law. He represented a woman whose husband was in a nursing facility. Medicaid deemed her husband ineligible for benefits because of 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.
He won this landmark case (Lopes v. DSS), which 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.