Bradley J. Frigon

Principle

Email: bfrigon@bjflaw.com

state licenses

State of Colorado, Attorney registration number 27883
State of Kansas, Supreme Court Registration number 11032

professional affiliations

National Academy of Elder Law Attorneys
Colorado Bar Association
Arapahoe Bar Association
Kansas Bar Association
Special Needs Trust Alliance

areas of practice

Medicaid planning
Estate planning
Estate administration
Trust administration
Individual tax planning
Drafting complex wills and trusts
Preparation of fiduciary tax returns
Preparation of gift tax returns
Preparation of federal estate tax returns
Preparation of corporate tax returns
Probate
Fiduciary compliance

Generation skipping tax planning
Entity formation including:
- Family limited partnerships
- Limited liability companies
- S corporations
- Partnerships
Tax litigation
Public benefit planning (Medicaid and Medicare) in personal injury and workers' compensation settlements
Taxation of personal injury awards
Special needs trusts
Medicare Set-Aside Arrangements

education

University of Denver, Denver, CO, Master of Law in Taxation (LLM), 1982
Washburn University School of Law, Topeka, KS, Juris Doctor (JD), 1981
University of Kansas, Lawrence, KS, Bachelor of Arts (BA), 1978

Certifications

Certified Elder Law Attorney (CELA) by the National Elder Law Foundation
Why Should Your Attorney be a Certified Elder Law Attorney

publications

Taxation of Disability Trusts, Research Institute of America, Practice Alert, June 1998.
Taxation of Damage Awards, Appendix M, Volume 7 and 8 Colorado Practice Series, West Publishing Company, 2000.
New Proposed Regulations on Sale of Principal Residence, NAELA News, April 2001, Tax Rules Relating to the Sale of a Principal Residence, Elder's Advisor, The Journal of Elder Law and Post-Retirement Planning, Marquette University Law School, Spring 2002.
Tax Basis Rules, Elder Advisor, The Journal of Elder Law and Post-Retirement Planning, Marquette University Law School, Spring 2003.
New Case Limits Government Recovery under the Medicare Secondary Payer Statute, NAELA E-Bulletin, March 4, 2003.
Another Arrow in the Quiver: Understanding the Tax Rules that Apply to Capital Gains and Qualifying Dividends, NAELA Quarterly, Fall 2004.
Amendments to Medicare Secondary Payer Statute: Broader Authority for Government Recovery, The Colorado Lawyer, Colorado Lawyer, March 2005.
Special Needs Trusts and Individual Retirement Accounts, Elder Law Advisor, June 2007
Special Needs Trusts: Understanding Income, Gift and Estate Tax Rules Fundamentals of Special Needs Trusts, by Stuart D. Zimring, Rebecca C. Morgan, Bradley J. Frigon and Matthew Bender, 2009
Are You Ready for Carryover Basis Rules?, Elder Law Answers, August 2009; The ElderLaw Report, vol. XXI, number 2, September 2009
Which Special Needs Trust, When and Why?, Bradley J. Frigon and W. Eric Kuhn, NAELA Journal, 2009, vol. 5, number 1

professional and community involvement

Board of Directors National Academy of Elder Law Attorneys, 2006 to Present Chair, 2008 Advanced Elder Law Institute, Kansas City, Missouri, National Academy of Elder Law Attorneys
Executive Committee, Taxation Section, Kansas Bar Association
Fee Dispute Resolution Committee, Kansas Bar Association
Fellow, Kansas Bar Association
City of Lone Tree, Planning Commission
Chair of Program and Education Committee, National Academy of Elder Law Attorneys, 2009 to Present
Board of Directors, Special Needs Alliance, March 2009 to Present

seminars and presentations

"MSA Update", Special Needs Alliance Fall Meeting, St. Pete Beach, FL, October 2009
"Selected Income Tax Issues for the Elder Law and Special Needs Law Practitioner", Colorado Bar Association-CLE Elder Law Retreat, Breckenridge, CO, October 2009
"Special Needs Planning for Wealthy Families", Chicago Wealth Counsel: Planning for the Generations Symposium, Chicago, IL, August 2009
"Tax Planning and Planned Giving in a Special Needs Trust", National Alliance on Mental Illness National Convention, San Francisco, CA, July 2009
"Special Needs Trusts Part II", ALI-ABA Telephonic Conference, June 2009
"The Battle Between Special Needs Trusts, Qualified Retirement Accounts and Tax Rules", Colorado Bar Association Estate Planning Retreat, Snowmass, CO, June 2009
"The Battle Between Special Needs Trusts, Qualified Retirement Accounts and Tax Rules", NAELA Summer Special Needs Program, Phoenix, AZ, May 2009
"How to Leave Retirement Benefits to a Trust", NAELA Telephonic Training Program, May 2009
"Legal Issues and Documents Related to Senior Fraud, Abuse and Neglect", Highlands Ranch, CO, April 2009
"The Battle Between Special Needs Trusts, Qualified Retirement Accounts and Tax Rules", Special Needs Alliance Spring Meeting, New Orleans, LA, March 2009
"Avoiding Liability and Adding Value: What Every Personal Injury Attorney and Estate Planning Attorney Must Know About Special Needs Trusts", ALI-ABA Webcast Seminar, February 2009
"Recovering for Personal Injury: Successful End or Just the Beginning? Medicare’s Interest in a Personal Injury Settlement", ALI-ABA Webcast Seminar, Medicaid Set Aside Trusts: Critical Issues Surrounding Personal Injury, December 2008.
"Special Needs Trust Basics", Special Needs Trusts X, Stetson University College of Law, St. Petersburg, Florida, October 2008
Which SNT, When and Why?, National Academy of Elder Law Attorneys, 20th Anniversary NAELA Symposium, Maui, Hawaii, May 2008
Why Can't We All Get Along - The Battle Between Special Needs Trusts, Qualified Retirement Accounts and Tax Rules, Missouri Chapter of the National Academy of Elder Law Attorneys, Regional Symposium, Branson, Missouri, April 2008
How to Educate Attorneys on Special Needs Trusts (And Protect Yourself in the Process), National Structured Settlements Trade Association (NSSTA) Conference, La Jolla, California, April 2008
Colorado Elder Care: The Legal and Tax Issues of Aging, Colorado Society of Certified Public Accounts, annual course sponsored by the Colorado Society of Certified Public Accountants, Denver, Colorado, October 2007.
Taxes, SNTs and Retirement Plans, Special Needs Trust IX, Stetson University College of Law, St. Petersburg, Florida, October 2007.
Which SNT, When and Why, Special Needs Trust IX, Stetson University College of Law, St. Petersburg, Florida, October 2007.
Which SNT, When and Why, National Association of Structured Settlement Brokers, Tampa, Florida, October 2007.
How to Market to an Elder Law Attorney, National Association of Home Care Providers, Denver, Colorado, October 2007.
Elder Law Conference, State Bar of Georgia, Special Needs Trusts and Retirement Accounts, Atlanta, Georgia, April 2007.
Special Needs Trust Administration Review Course, Wealth Counsel, Orlando, Florida, February 2007.
Special Needs Trusts and Retirement Plans, Special Needs Trust VIII, Stetson University College of Law, St. Petersburg, Florida, October 2006.
Special Needs Trust Administration Review Course, Wealth Counsel, San Diego, California, May 2006.
Medicare MSP Changes, Special Needs Trust VI, Stetson University College of Law, St. Petersburg, Florida, October 2004.
Medicare Set-Aside Trusts, Arizona Chapter of NAELA, First Annual Symposium, Phoenix, Arizona, September 2004.
Elder Law in Colorado, National Business Institute, Denver, Colorado, November, 2003.
Special Needs Trusts, National Business Institute, Denver, Colorado, July 2003.
Advanced Elder Law, National Business Institute, Denver, Colorado, March 2003.
Family Limited Partnerships in Colorado, National Business Institute, Denver, Colorado, November 2002.
Tax Basis Rules, National Academy of Elder Law Attorney, Advanced Elder Law Institute, Albuquerque, New Mexico, November 2002.
The Preservation of Medicare Benefits in a Workers' Compensation Settlement, Special Needs Trust Alliance, Stetson University Law School, St. Petersburg, Florida, October 2002.
Building a Winning Team Between the Geriatric Care Manager and the Elder Law Attorney, National Association of Professional Care Managers, Denver, Colorado, October 2002.
Paying for the Cost of Long Term Care, Colorado Financial Planning Association, Denver, Colorado, August 2002.
Colorado Medicare and Medicaid Benefits and Eligibility for the Elderly, Half Moon, LLC, Denver, Colorado, June 2002.
Tax Update, National Academy of Elder Law Attorney Symposium, Baltimore, Maryland, April 2002.
Elder Care in Colorado, Legal and Financial Issues, National Business Institute, Denver, Colorado, December 2001.
Review of Estate Tax Changes, Advanced Elder Law Institute, National Academy of Elder Law Attorneys, St. Louis, Mo, November 2001.
Legislative Update, National Academy of Elder Law Attorney Symposium, Vancouver, Canada, April 2001
Death Tax Elimination Act of 2000, Advanced Elder Law Institute, National Academy of Elder Law Attorneys, Colorado Springs, Co, November 2000
Medicare Set Aside Trusts, National Academy of Elder Law Attorneys Annual Meeting, Chicago, IL, November 1999.
Structuring Attorney Fees, National Academy of Elder Law Attorneys Annual Meeting, Chicago, IL, November 1999.
Numerous seminars to public on tax, estate planning, retirement planning and Medicaid planning.

Call (720) 200-4025 now or email us to find out how our attorneys can help you with your Medicaid Planning, Estate & Trust Administration, Medicare Set-Aside, Tax Planning, Estate Planning or Special Needs Trusts needs.