Firm News and Announcements

Upcoming Speaking Engagements and Presentations

Speaking Engagements

• Depression and Bi-polar Support Alliance, "Special Needs Trusts: What You Need to Know," St. Luke's United Methodist Church, 8817 S. Broadway, Highlands Ranch, CO.  March 21, 2012, 6:30 p.m. to 8:00 p.m.
• Washington State Bar Association - Credit Legal Education, WSBA-CLE Conference Center, Seattle, Washington. "Drafting and Using the Special Needs Trust," November 28, 2011, presented by B. Frigon.
• National Aging and Law Institute, NAELA Advanced Elder Law Bootcamp, Boston Seaport Hotel, Boston, Massachusetts. "Employment and Retirement",   November 8, 2011, speaker B. Frigon.
• 2011 Special Needs Trusts, The National Conference, The DonCeSar Beach Resort, St. Petersburg, Florida.  "Taxation of SNT's" October 20, 2011, speaker   B. Frigon.  "Drafting a Medicare Set Aside Sub Trust into a SNT" October 21, 2011, speaker B. Frigon.
• "How to Select or Replace a Trustee and Important Instructions for the Trustee." September 14, 2011, 7:00 p.m. National Alliance on Mental Illness, 155 Inverness Drive West, 2nd Floor of the ADMHN Building, Denver, Colorado.
• 2011 National Academy of Elder Law Board of Directors '  Retreat, Seattle, WA. "Financial Report",  July 15,2011; presentation B. Frigon,                Treasurer. "Serving as a NAELA Board of Director; Responsibilities and Insights", July 15,2011;speaker B. Frigon.
• "Medicare Set Asides and QSF's ( Qualified Settlement Funds)", Wells Fargo Private Bank, Pasadena, CA.   Presentation speakers B. Frigon JD,LLM; D.  Brand CEO, Medivest; S. Dale, JD, LLM, June 3, 2011. 3 hours MCLE California Bar Association Credit.

Webinar Presentation

• " IRA and Trust Beneficiary Rules", July 20, 2011 developed and presented for the Practical Planning System by B. Frigon. Click here for information on      PPS and how to become a member.  Part two of this webinar will be conducted August 11, 2011.

• "Is Using an A/B Trust Still A Good Idea", September 7, 2011 developed and presented for the Practical Planning System by B. Frigon. Click here for information on the Practical Planning System and how to become a member.

Firm News

• Please follow this link to read Brad Frigon's article on Tax planning for families with special needs.   http://specialneedsalliance.org/tax-planning-for-families-with-special-needs  
• Brad will be attending the Heckerling Institute on Estate Planning in Orlando, Florida, January 9-13, 2012.

• Brad was elected Treasurer for the Special Needs Alliance Board of Directors for 2010-2011.Click here to read the complete press release; and Treasurer for the National Academy of Elder Law Attorneys 2011-2012

• Brad Frigon and Bryan Benbow are contributing authors to the Fourth Edition of Elder Law in Colorado (formerly the Colorado Handbook of Elder Law), published by CBA-CLE Books, June 2011

• Bradley Frigon was recently interviewed by LawyersWeekly on the latest developments on Medicare set aside and personal injury settlementThe Law Offices of Bradley J. Frigon is a member of the Better Business Bureau (BBB).