Picture of Brendan F. Daly

Brendan F. Daly

Principal and Managing Partner
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Phone: (860) 259-1575

15 Massirio Dr
Berlin, Connecticut 06037

237 Hopmeadow St
Simsbury, Connecticut 06089

152 Deming St
South Windsor, Connecticut 06074

Certified Elder Law Attorney*

Super Lawyers Badge

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

Other impressive things

  • CT NAELA Outstanding Member Award
  • Certified Elder Law Attorney (CELA)
  • 6 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

Sought-after speaker

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.

Professional Affiliations

  • 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
Client Reviews
“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
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