Paul T. Czepiga, JD, CPA, MBAPrincipal
Phone: (860) 236-7673
15 Massirio Drive
Berlin, Connecticut 06037
When Paul meets with you about estate planning, he focuses on four important things:
How to ensure that your values and all you’ve worked for is preserved and passed to the next generation,
How to protect your wealth from long-term care costs,
How to reduce your state and federal taxes, and
How to preserve money for future generations.
Understanding how difficult planning can be, Paul is sympathetic to the many personal decisions and variables you must contend with. With his genuine and down-to-earth manner, he will make you feel at ease as you embark upon the estate planning process.
Since 1984, Paul has developed customized estate planning strategies for Connecticut residents of all ages and income levels. His dual licenses as attorney and certified public accountant provide him with a strong business background to address the complexities of your succession and retirement, taxation, and asset protection planning.
For clients with high net worth, Paul has implemented the sophisticated and understandable techniques needed to reduce estate taxes and preserve wealth for future generations.
For older clients of modest means, Paul has drafted plans that have protected large amounts of money from having to be spent on nursing home care. He has also guided clients and their families through the process of applying for public benefits including Medicaid, Social Security Income, and Veteran’s benefits.
For the 3rd year in a row, Paul has been selected by Super Lawyers Magazine as one of Connecticut’s top lawyers in elder law. It’s no surprise really, as Paul’s vast knowledge of taxation, estate planning legislation and Medicaid eligibility regulations helps him to create just the right estate plan for seniors and their families.
Paul’s passion for helping his clients has carried over into his personal life. He is active in his church community and volunteers for non-profit organizations including the Lion’s Club and Hartford Healthcare’s Visiting Nurses Association, where he is a board member.
Distinguish yourself from the crowd, is one of Paul mantras. Along with his stylish bow ties and sometimes funky hats…Paul encourages out-of-the-box thinking in the office that will result in an enhanced experience for you – right down to the refreshments we serve you. He’s always looking for ways to make you feel comfortable when you come to see us.
When he’s not flexing his brain muscles at work or dreaming up ways to make the firm even better for you, Paul enjoys running (he’s done the Hartford marathon), hanging out with his lovely wife Kim (who calls him “my bow tie guy”), keeping tabs on his 4 children who have flown the nest, and crushing grapes in his antique press for his home-made wine.
What he does:
- Estate planning
- Tax planning
- Elder law
- Special needs & disability planning
- Estate administration
Other impressive things
3 consecutive years, selected top attorney by Super Lawyers Magazine (only 5% of CT attorneys receive this distinction)
Certified Public Accountant (CPA)
Certified Elder Law Attorney (CELA)
JD, Syracuse Law School, 1984
summa cum laude, Order of the Coif, Justinian Law Society
MBA, Northwestern University, 1979, magna cum laude
BS, Syracuse University, 1974
magna Cum laude
Jurisdictions Admitted to Practice
Connecticut Bar Association
United States District Court, District of Connecticut
United States Tax Court
Because of his extensive knowledge of elder law, estate planning, business issues, legal trends and changes in legislation, Paul speaks regularly before professional organizations including
Connecticut Society for Certified Public Accountants
Central Connecticut Business and Estate Planning Council
Connecticut Chapter of the National Academy of Elder Law Attorneys
Association of Geriatric Case Managers
The American College of Health Care Administrators
New Britain Foundation for Public Giving
International Association of Financial Planners’ Connecticut Chapter
The Association of Long Term Care Financial Managers
He also teaches adult education courses on estate and Medicaid planning in many towns throughout Connecticut, and conducts workshops at nursing homes, senior centers, civic and charitable groups and employer groups regarding estate planning, long term care issues and asset protection.
Professional and Civic Affiliations
- National Academy of Elder Law Attorneys (NAELA); board member of CT chapter
- Connecticut Chapter of the National Academy of Elder Law Attorneys, Past President and board member
- Connecticut Bar Association, Member of Elder Law, Estate Planning, Tax and Business Sections
- American Bar Association Real Property, Probate and Trusts and Tax Sections
- Connecticut Society of Certified Public Accountants (CSCPA)
- Central Connecticut Business and Estate Planning Council
- Board Member, Hartford Healthcare Visiting Nurses Association
- Advisory Committee, Polish American Foundation of Connecticut, Inc.
- New Britain Lions Club
- Corporator for Connecticut Community Care, Inc.
- Corporator for Hospital of Central Connecticut