Frigon & Beversluis Law assists clients with all aspects of trust and estate matters, including probate, trust administration and probate litigation. We prepare simple and complex wills and trusts, financial power of attorney documents and advanced medical directives. Our practice provides elder law advice from protecting your assets from nursing home costs to guardian and conservator matters. We are nationally recognized for our expertise in special needs planning and tax matters. We offer consulting services to attorneys and other professionals on public benefit and tax issues related to personal injury settlements including Medicare set aside, first party special needs trusts, Medicare claims, Medicaid liens and qualified settlement funds.
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Latest Blogs
Legal Fees Paid for Criminal Defense were Deductible as a Business Expenses
The Tax Court in [Chang v. Commissioner, T.C. Summ. Op. 2024-18 (Sept. 16, 2024)] allowed a taxpayer to deduct legal and professional expenses incurred in the defense of a criminal case involving business activities. The taxpayers were a husband and wife who were members of a church. The husband was in charge of the church’s […]
Important Changes to Supplemental Security Income (SSI) Income Rules
Supplemental Security Income (SSI) is a federal public assistance program that offers financial support to people who are disabled and living on limited resources. To qualify for SSI, an individual must have income and assets that are under a certain threshold that the SSA specifies. A person with a disability seeking SSI must also have […]
What You Need to Know About Being an Adult with Disabilities: A Handbook for Self-Advocates, Parents, Guardians and Their Loved Ones
Thanks to the SNA Publications Committee, we’re now offering this new SNA handbook to help guide individuals with special needs as they transition into adulthood. You can find the new handbook here.
Special Needs Planning: Ensuring a Smooth Transition
This post was authored by SNA member Sally L. Schoffstall, CELA. She is the founding member of the law firm Schoffstall Elder Law, LLC, and focuses her practice in the areas of elder and special needs planning law, guardianship, estate planning, and estate administration. Read Article Here
Tips for Navigating an IEP Meeting: A Guide for Parents & Guardians
When you are the parent or guardian of a child with special needs, talking to educators about the best way to support your child’s learning journey through an Individualized Education Plan (IEP) can feel daunting. Approaching these meetings prepared and informed is crucial to ensure your child receives the necessary support. If this is your […]
Podcast
ABLE Accounts and TAXES: What special needs families need to know, a podcast with Bradley Frigon.
Some Hot Topics for Trust and Estate Practitioners a podcast with Mickey Davis
