Paul T. Czepiga
Czepiga Daly Pope & Perri LLC
Paul is Of Counsel at Czepiga Daly Pope & Perri. In addition to being a lawyer, Paul is also a certified public accountant and has an MBA degree in business from Northwestern University. 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; The Association of Geriatric Case Managers; The American College of Health Care Administrators; The New Britain Foundation for Public Giving; the International Association of Financial Planners’ Connecticut Chapter; and The Association of Long Term Care Financial Managers. Paul is currently a member of numerous professional organizations including The National Academy of Elder Law Attorneys; The Connecticut Bar Association Sections on Elder Law, Estates and Probate, Corporations, and Taxation, The Hartford Estate and Business Planning Council; and The Connecticut Society of Certified Public Accountants where he is currently Chairman of its Estates, Trusts and Gift Tax Committee and a member of its Advisory Board. Paul is also active in civic and charitable affairs and is past President of the Berlin YMCA and of the New Britain Lions Club.
- Elder Law
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Special Needs Trusts
- Trust & Fiduciary Services
- Tax Planning
- Estate Administration
- Connecticut
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- United States District Court, District of Connecticut
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- United States Tax Court
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- English: Spoken, Written
- Of Counsel
- Czepiga Daly Pope & Perri LLC
- - Current
- Principal
- Czepiga Daly Pope & Perri LLC
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- Partner
- Eisenberg Anderson Michalik and Lynch
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- Attorney
- Tyler Cooper & Alcorn
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- Syracuse University College of Law
- J.D.
- Honors: Magna Cum Laude, Order of the Coif, Justinian Law Society
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- Northwestern University
- MBA
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- Syracuse University
- B.S.
- Honors: Magna Cum Laude
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- Super Lawyer
- Super Lawyers Magazine
- Awarded 7 consecutive years, 2011-present
- New Britain Lions Club
- Member
- Current
- Activities: Past President
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- Hospital of Central Connecticut
- Corporator
- Current
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- Berlin YMCA
- Past President
- Current
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- Connecticut Community Care, Inc.
- Corporator
- - Current
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- Connecticut Chapter of the National Academy of Elder Law Attorneys
- Member
- - Current
- Activities: Past President and Board Member
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- Central Connecticut Visiting Nurse’s Association
- Board Member
- - Current
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- American Bar Association Real Property, Probate and Trusts and Tax Sections
- Member, Past President
- - Current
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- Polish American Foundation of Connecticut, Inc.
- Advisory Committee
- - Current
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- Central Connecticut Business and Estate Planning Council
- Member
- - Current
- Activities: Former Director
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- National Academy of Elder Law Attorneys (NAELA)
- Member
- - Current
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- Connecticut Bar Association Elder Law, Estate Planning, Tax and Business Sections
- Member
- - Current
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- Connecticut Society of Certified Public Accountants (CTCPA)
- Member, Committee Chairperson
- - Current
- Activities: Personal Financial Planning Committee, Estate & Gift Tax Committee - Chair, Advisory Council
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- Connecticut Governor Approves Estate Tax Changes
- Czepiga Daly Pope & Perri Smart Planner Blog
- Family Limited Partnerships: More or Less Than Meets the Eye?
- Czepiga Daly Pope & Perri
- Probate Versus Trusts: Why All the Fuss?
- Czepiga Daly Pope & Perri
- Transfer of Assets to the Trustee of A Revocable Trust and Operation of the Trust
- Czepiga Daly Pope & Perri
- Limit Your Liability AND Reduce Your Estate Taxes: Get a QTIP Trust
- Czepiga Daly Pope & Perri Smart Planner Blog
- POA Changes, Financial Planning Association Conference, Plantsville, CT
- FPA CT
- Worried about Estate and Gift Taxes? Learn ways to reduce or eliminate them, Protect Your Money (and Avoid Common Estate Planning Mistakes!), New Milford, CT
- Czepiga Daly Pope & Perri LLC
- Estate Planning, Middlesex MILE, Middletown, CT
- Middletown Adult Education
- Estate Planning, Scranton Public Library, Madison, CT
- Scranton Public Library
- POA Updates, CTCPA CPE Event, Rocky Hill, CT
- CT Society of CPAs
- Certified Public Acountant (CPA)
- CT State Board of Accountancy
- Certified Elder Law Attorney (CELA)
- National Elder Law Foundation
Do young adults need estate plans?
Yes! Even young adults need to have estate plans. What's an estate plan? The main parts are... a Will (who gets your stuff), Power of Attorney (who handles your finances if you can’t), and Healthcare Directives (who will make decisions about YOUR healthcare if you can’t?). And if you are a new parent, the stakes are even higher! If something happens to you, who will care for your children?
Understanding Estate Tax Exemptions and Portability in Connecticut.
Connecticut residents face both a Federal estate tax and a Connecticut estate tax when they pass away. The federal estate tax threshold is $11.18 million. The Connecticut estate tax threshold is $2.6 million. If your estate is lower than these two amounts, you have nothing to worry about! But if your estate falls above either threshold, you should watch this video. In it, Paul discusses portability of the Federal Exemption and how it can be used to save money in your estate. He also discusses how using a trust can help protect your money.
What is a Living Trust? And Should you Have One?
Attorney Paul Czepiga explains the main benefits of a living trust and will help you decide if you need to have one.
Will my Kids be Taxed on Their Inheritance?
In this video, Paul explains Federal and Connecticut inheritance tax rules. Many people worry about being taxed on gifts, but there are fairly high individual exemption amounts - $5.45 million Federal and $2 million Connecticut. So unless you're giving away large sums of money, you probably don't have much to worry about. If you are giving away larger amounts, listen to what Paul has to say and learn more...
How Much can you Gift Without Paying Gift Tax?
Do you have to pay tax on all gifts that you give? For the majority of Americans, the answer is a resounding NO!
