Item: Czepiga Daly Pope & Perri LLC
Rating: 5
Author: J.G., Greensboro, GA

10 Questions to Ask Before Engaging an Elder Law Attorney

Before you engage a Connecticut elder law attorney to help you, here are ten questions to help you determine whether or not an attorney is qualified to help you and your family with long term care issues and Medicaid planning.

Ideally, all the questions should be answered “yes.”

Are there at least 2 attorneys in the law firm who focus on long term care/Medicaid planning?

Have attorneys in the firm been engaged in long term care planning for at least 10 years?

Are attorneys in the firm members of the Elder Law Section of the Connecticut Attorney’s Bar Association?

Are attorneys in the firm members of the National Academy of Elder Law Attorneys (NAELA)?

Are attorneys in the firm either Certified Estate Planning Law Specialists or Certified Elder Law Attorneys (CELA)?

Does the firm handle at least five Medicaid planning cases per month?

Have attorneys in the firm completed Medicaid applications?

Is there an attorney in the firm who can fully understand the income, gift and estate tax implications of long-term care and Medicaid planning?

Do the attorneys in the firm regularly attend seminars on long term care issues?

Will there be a back-up paralegal that is familiar with Medicaid/long-term care planning and will be familiar with your situation in case the attorney is not immediately available?

With the exorbitant costs of home care and nursing home care, particularly in Connecticut, planning ahead could have a significant impact on your family’s financial future. Be sure to engage a qualified elder law attorney. And by the way, all of our answers to the questions above are YES!

★★★★★

“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA

“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT

“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT

Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT

The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT

Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT

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