Brendan F. DalyPrincipal
Phone: (860) 236-7673
15 Massirio Drive
Berlin, Connecticut 06037
Brendan is one of Connecticut’s top elder law attorneys, according to Super Lawyers Magazine. He handles this accolade with modesty but will admit, if pressed, that he has preserved his clients’ estates by creating plans to protect their money as they age and face the prospect of long-term care.
With his gentle manner, he’ll explain, in plain English, how you can protect your assets while receiving public benefits. Because he can cite the Medicaid eligibility rules and regulations in his sleep, 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 feels strongly that estate plans are as important as homeowner’s and car insurance. Why would you protect your home and car and not everything else you’ve earned? His 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.
But that’s just the public story. Behind the scenes, Brendan remains a boy at heart: he loves to ski, bike, hike, and play the blues on his acoustic guitar.
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 lovely wife and two young children.
What he does
- Estate planning
- Elder law
- Special needs & disability planning
- Tax planning
- Estate administration
Other impressive things
- CT NAELA Outstanding Member Award
- Certified Elder Law Attorney (CELA)
- Accredited Veteran Affairs Claims Attorney
- 3 consecutive years, selected as a top attorney by SuperLawyers Magazine, a designation awarded to the top 5% of attorneys
- JD, Quinnipiac University School of Law, 1997
Because of his extensive knowledge of elder law, estate planning, legal trends and changes in legislation, Brendan speaks regularly before professional organizations including
National Business Institute
Connecticut Society of Certified Public Accountants
Connecticut and Massachusetts Chapters of the National Academy of Elder Law Attorneys
Hartford County Bar Association
Association of Long Term Care Financial Managers
Connecticut Estate Planning and Business Council
American College of Health Care Administrators
Connecticut Bar Association
He teaches adult education courses on estate and Medicaid planning in many towns throughout Hartford County, and conducts seminars at area senior centers, nursing homes, civic and charitable groups regarding long-term care issues and estate planning.
Brendan has written numerous articles regarding estate planning, Medicaid and long term care, which have appeared in professional journals and newspapers.
- Executive and Steering Committee member of the Elder Law section of the Connecticut Bar Association
- Estates and Probate section member of the Connecticut Bar Association
- Member of the National Academy of Elder Law Attorneys;
- Past President and Board member of the Connecticut Chapter of the National Academy of Elder Law Attorneys (CTNAELA)
- Corporator of Hartford Hospital