Bradley J. Frigon

Principal

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EDUCATION

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

EXPERIENCE

Owner of Law Offices of Bradley J. Frigon, LLC, 2001 to present.

Adjunct Professor of Law, Stetson University College of Law in the Masters of Elder Law Program, 2010 to 2016.

National Advisory Board Member and Co-Content Editor for the Special Needs Planning Modules, ElderCounsel, 2012 to 2017.

Visiting Professor, University of Colorado-Boulder, School of Law, Elder Law Program.

AREAS OF PRACTICE

The Law Offices of Bradley J. Frigon 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.

EXPERT WITNESS

Dunlap vs, T.A.W., Inc, Case No.CIV. 08-385-D, United States District Court, Western District Oklahoma.
In the Matter of the Trusts Created by the Will of Dodds L. Buchanan, 05 PR 625, Boulder County District Court.
Peter H. Blair, Debtor. 15-15-008-TBM, U.S. Bankruptcy Court for the District of Colorado.
Verebelyi v. Verebelyi, 16 DR 371, Douglas County District Court.

PROFESSIONAL AFFILIATIONS

National Academy of Elder Law Attorneys. American College of Trust and Estate Counsel. Special Counsel to Colorado Fund for People with Disabilities. True Link Financial Investment Committee. Special Needs Alliance. Colorado Bar Association. Arapahoe County Bar Association. Kansas Bar Association. Wyoming Bar Association. ElderCounsel, National Advisory Board, 2012. President, National Academy of Elder Law Attorneys, 2014-2015. Vice-President, National Academy of Elder Law Attorneys, 2012-2013. Treasurer, National Academy of Elder Law Attorneys, 2011-2012. Secretary, National Academy of Elder Law Attorneys, 2010-2011. Treasurer, Special Needs Alliance, 2010, 2011, 2012. Chair of Program and Education Committee, National Academy of Elder Law Attorneys, 2009-2011. Chair of Advanced Elder Law Institute, National Academy of Elder Law Attorneys, 2008. Executive Committee, Taxation Section, Kansas Bar Association. Fee Dispute Resolution Committee, Kansas Bar Association. Fellow, Kansas Bar Association. Appointed by Governor to Colorado Advisory Council for People with Disabilities, 2010-2011.

STATE LICENSES

State of Colorado, Attorney registration number 27883
State of Kansas, Supreme Court Registration number 11032
State of Wyoming, Attorney registration number 7-5428

CERTIFICATIONS

National Academy of Elder Law Attorneys Fellow, 2014
Certified Elder Law Attorney (CELA) by the National Elder Law Foundation
Council of Advance Practitioners (CAP), National Academy of Elder Law Attorneys (Former Member)

PUBLICATIONS

"Elder Law in Colorado," Colorado Bar Association, 2015 to present annual supplement update.
"ABLE Across the Board," Colorado Bar Counsel Notes, Fall 2018.
"When the Power of Attorney Lacks Power," Wall Street Journal, May 2016.
"MAGI and Its Importance for Special Needs Clients," The Elderlaw Report Aspen Publishers 2015.
2015 Elder Law in Colorado 4th Edition", June 2015, Managing Editors John C. Campbell and D. Wayne Stewart. CBA-CLE Books. Contributing author Bradley J. Frigon.
"How Do I Choose an Executor?" Ameriprise's More Within Reach, June 2015.
"Caring for Older People's Finances Can Boost Independence," MarketWatch, May 2015.
"Long Term Care Insurance: It's Not for Everyone," NerdWallet, March 2015.
"Navigating the Complexity of a Long Term Insurance Policy," PBS NewsHour, January 2015.
"The Biggest Threat to Retirement Planning," CNN Money?Genworth, October 2014.
"How a Parent's Health-Care Bills Could Hurt You," Market Watch, July 2014.
“Marrying After 50? You’ll have Money Problems to Solve,” Market Watch, February 2014.
"Have ‘The Talk’ with Mom and Dad about their Finances, Wall Street Journal, July 2013.
“Managing Your Parent’s Money - Without Losing Your Mind,” Consumer Reports Money Advisor, Vol. 10, Issue 11.
“Retirees and Debt: How to Avoid the Worst Traps,” Reuters, May 2013.
"When A Sibling Has Special Needs," Westchester Family Magazine, February 2013.
“Paying Them Back,” The Wall Street Journal, February 2013
“As America Ages, Senior Care Options Flourish,” The Miami Herald, January 2013.
“The Real Cost of Long-Term Care,” Bloomberg, November 2012.
"Take a Fresh Look at End of Life Plans," Kiplinger's Retirement Report, Volume 19, Number 8, August 2012.
"When Dad Marries a Gold Digger," MSN Money, July 2012.
"Fundamentals of Special Needs Trusts", by Stuart D. Zimring, Rebecca C. Morgan and Bradley J. Frigon (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
"Special Needs Trusts and Individual Retirement Accounts", Elder Law Advisor, June 2007
"Amendments to Medicare Secondary Payer Statute: Broader Authority for Government Recovery," The Colorado Lawyer, Colorado Lawyer, March 2005.
"Another Arrow in the Quiver: Understanding the Tax Rules that Apply to Capital Gains and Qualifying Dividends," NAELA Quarterly, Fall 2004.
"New Case Limits Government Recovery under the Medicare Secondary Payer Statute," NAELA EBulletin, March 2003.
"Tax Basis Rules, Elder Advisor," The Journal of Elder Law and Post-Retirement Planning, Marquette University Law School, Spring 2003.
"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.
"New Proposed Regulations on Sale of Principal Residence," NAELA News, April 2001, Taxation of Damage Awards, Appendix M, Volume 7 and 8 Colorado Practice Series, West Publishing Company, 2000.
"Taxation of Disability Trusts," Research Institute of America, Practice Alert, June 1998.

SEMINARS AND PRESENTATIONS

"Administering Stand Alone Trusts: Differences and Similarities to the Pooled Trust and the Many Considerations in Between," and "The Intersection of SNT and ABLE Accounts," Stetson University College of Law, October, 2024.
"Special Needs Trust Advanced Workshop," 16th Annual Rocky Mountain Elder Law Retreat, August 2024.
"Distribution from Special Needs Trusts," 2024 Domestic Relations and Probate Institute, June, 2024.
"Being Secure with SECURE 2.0," 2023 National Conference on Special Needs Planning and Special Needs Trusts, October 2023.
"Relevant Topics with Public Benefits/Real Scenarios," Colorado Supreme Court 2023 Domestic Relations and Probate Institute, June 2023.
"Being Secure with SECURE 2.0," Stetson University College of Law, February 2023.
"IRA in SNT Administration," "SEC Session," 2022 National Conference on Special Needs Planning and Special Needs Trusts, October 2022.
"SECURE Act - Post Proposed Regulations," National Academy of Elder Law Attorneys, South Carolina Chapter, September 2022.
"Developments in Planning for Disabled Beneficiaries After the SECURE Act," American Bar Association Real Property, Trusts & Estate Law Section, September 2022.
"New Trends with Medicaid, Social Security and Special Needs," Colorado Bar Association Rocky Mountain Regional Elder Law Retreat, August 2022.
"How Complex Public Benefit Rules Apply to Probate and Domestic Relations Cases," Colorado Supreme Court 2022 Domestic Relations and Probate Institute, June 2022.
"Navigating Medicare Set Asides and Special Needs Trust in Personal Injury Settlements," The Special Needs Alliance, April 2022.
"The Nuances of Subaccounting," Wispact, Inc., April 2022.
"Planning for the Difficult: Special Needs Trusts & Planning Options," American Bar Association, March 2022.
“PSNT Tax Issues,” Taxation of PI Awards,” and “What We Need to Know About Taxes and
Pooled Trusts,” Stetson's National Conference on Special Needs Planning and Special Needs
Trusts, October 2021.
“Special Needs Trusts and Taxation Issues,” and “Special Needs Trust Beneficiaries and the
SECURE Act Implications,” Elder Law Institute 2021, Pennsylvania Bar Institute, July 2021.
Public Benefits Taxes and Special Needs Trusts, Domestic Relations and Probate Institute , June 2021
Special Needs Trusts and the Secure Act - CLE - May 2021
Settlement Planning Case Studies, Academy of Special Needs Planners, April 2021
Strategic Trusts for Elderly and Disabled, Pennsylvania Elder Law Institute, April 2021
Distribution Provisions for 1st and 3rd Party Trusts , Special Needs Alliance Spring Meeting, April 2021
Trust Termination Issues; Pooled Trust Question and Answer Session; The Good , The Bad and The Unknown of Using ABLE Accounts, Stetson's National Conference on Special Needs Planning and Special Needs Trusts,October 2020
"Working Through the Problems," "Taxation of Investment Income including Captial Gains and Qualified Dividends," and "Third Party Special Needs Trust FAQs," Stetson's National Conference on Special Needs Planning and Special Needs Trusts, October 2019.
"Hot Topics in Medicaid," Colorado Bar Elder Law Retreat, August 2019.
"Basic Estate Planning and Fundamentals of Estate Administration," Colorado Bar Elder Law Basics, July 2019 and July 2020.
"Which Special Needs Trust When and Why?" Wyoming Estate Planning/Elder Law Section, July 2019.
"Special Needs Trusts Tax Issues," Pennsylvania Elder Law Institute, July 2019.
"Which Special Needs Trust When and Why?" Domestic Relations and Probate Institute, June 2019.
"Irrevocable Life Insurance Trusts," NAELA Annual Meeting, May 2019.
Question and Answer Workshop, MitoAction Advocacy Workshop, April 2019.
"Approval of Minor's Settlements," El Paso Probate and Trust Section, March 2019.
"Estate Planning 101: What You Need to Know About the Tax Cuts and Jobs Act," ABA Webinar, December 2018.
"New Tax Law On Pass Through Entities," Colorado Fund for People with Disabilities, December 2018.
"New Tax Law On Pass Through Entities," NAELA Summit, November 2018.
"The Impact of Tax Cuts and Jobs Act on Special Needs Trusts," and "Tax Reform and Year End Tax Planning for Self-Settled and Third Party Trusts." Stetson's National Conference on Special Needs Planning and Special Needs Trusts, October 2018.
"ABLE Across the Board," Colorado Bar Association, Trust and Estate Section, October 2018.
"How to Put Your Legal Affairs in Order," Lutheran Church of the MIssouri Synod Foundation, September 2018.
"Which Special Needs Trust, When and Why?" AMG National Bank, June 2018.
"Grantor Trust Malfunctions and Fixes, NBI, June 2018.
"Which Special Needs Trust, When and Why?" El Paso Probate and Trust Section, March 2018.
“Approval of Minor’s Settlements” and Government Benefits Plannings: What You Should Know,” Society of Settlement Planners, March 2018.
“Which SNT, When and Why?” ABA Webinar, November 2017.
“Trust Income, Trust Expenses and Calculating Distributable Net Income,” and “Saving Income Taxes with Qualified Disability Trust,” Stetson's National Conference on Special Needs Planning and Special Needs Trusts, October 2017.
“The ABLE Act,” Colorado Bar Estate Law Retreat, August 2017.
“The Key to Solid Power of Attorney Documents,” Certified Senior Advisors Leaders Network, June 2017.
“The ABLE Act,” Colorado Bar Estate Planning Retreat, June 2017.
“IRA Trust Planning from a Practical Perspective,” South Dakota Estate Planning Council, May 2017.
“What is Elder Law and Special Needs Planning,” Certified Senior Advisors Leaders Network, March 2017.
"Wills, Trusts and Guardianships," Estes Park Senior Center, February 2017.
"Special Needs and Benefits," MitoAction Advocacy Workshop, October 2016.
"Defining Income” and “SNT as an Employer – Tax Issues,” Stetson's National Conference on Special Needs Planning and Special Needs Trusts, October 2016.
"Trust as a Beneficiary of an IRA” and “Legislative Update and Future of ElderLaw,” Michigan 2016 Fall Elder Law and Disability Rights Conference, October 2016."Using the MSA Option for Special Needs Trusts, ElderCounsel webinar, August 2016
"Estate Planning and Administration,” Colorado Bar Elder Law Basics CLE, June 2016.
"5 Tips to Creating a Multi-State Practice,” NAELA webinar, June 2016.
“SNTs as Beneficiaries of IRAs,” NAELA podcast, February 2016.
"Taxation of SNTs - Plan and Simple," University of Texas 12th Annual Changes and Trends Affecting Special Needs Trusts, February 2016.
"Entering Special Needs Planning on the Ground Floor," ElderCounsel Planning for the Generations, July 2014.
Neuro Matters Radio Show with Dr. Sam Brinkman Ph.D., June 2014.
"Overview of IRA-Retirement Plans," NAELA Advanced Elder Law Review, Scottsdale, Arizona, May 2014.
"Investment & Tax Strategies for Special Needs Trust," Webinar, May 2014.
"Special Needs Trusts Tax Issues," Academy of Special Needs Planners, March 2014
"Special Needs Trusts Tax Issues," NAELA Webinar, January 2014.
“Special Needs Trusts Tax Issues,” Washington State Bar Association, Seattle, Washington, November 2013.
“Complex Planning with IRA’s,” NAELA Advanced Elder Law Review, Washington D.C., November 2013.
“Understanding Medicare Set Aside Trusts” and “Understanding Medicare Set Aside Trusts -Drafting a Medicare Set Aside Subtrust into a First Party Special Needs Trust” ElderCounsel Webinar, October 2013.
“How Do You Leave an IRA/Qualified Plan to a SNT?,” Pre-Conference: The Tax Intensive, and “MSA, Liens and the Ahlborn Progeny-What Attorneys and Trustees Need to Know,” Stetson's National Conference on Special Needs Planning and Special Needs Trusts, St. Petersburg, Florida. October 2013.
"Top 5 Practice Tips for the Special Needs Practitioner," ElderCounsel National Symposium Planning for the Generations, Denver, Colorado. July 2013.
“Special Needs Trust Planning” and Tax Panel Discussion, Pennsylvania Association of Elder Law Attorneys, Bedford, Pennsylvania, February 2013.
“Putting Your Legal Affairs in Order,” Living and Leaving Seminar, Thornton, Colorado, January 2013.
“Updates to Tax Laws,” Denver Trust Officers’ Association, Denver, Colorado, January 2013.
“Overview of IRA and Retirement Plans,” ElderCounsel webinar, January 2013.
“Roles of an Elder Law Attorney in Case,” Washington State Bar Association, Seattle, Washington, November 2012.
"Employment and Retirement Planning," NAELA Advanced Elder Law Review, Washington D.C., November 2012.
"Taxations of Special Needs Trusts” and “Medicare Set Aside Update and Medicare Secondary Payer Law Update," 2012 Special Needs Alliance National Conference, The DonCeSar Beach Resort, St. Petersburg, Florida. October 2012.
"Medicare Set Aside Trusts," ElderCounsel National Symposium Planning for the Generations, Denver, Colorado. July 2012.
“Special Needs Trusts: What You Need to Know,” Depression and Bi-polar Support Alliance, March 2012.
“Drafting and Using the Special Needs Trust," Washington State Bar Association - Credit Legal Education, WSBA-CLE Conference Center, Seattle Washington, November 2011.
"Employment and Retirement," National Aging and Law Institute, NAELA Advanced Elder Law Bootcamp, Boston Seaport Hotel, Boston, Massachusetts, November 2011.
"Taxation of SNT's" October 20, 2011, and "Drafting a Medicare Set Aside Sub Trust into a SNT" October 2011. 2011 Special Needs Trusts, Stetson's National Conference on Special Needs Planning and Special Needs Trusts, The DonCeSar Beach Resort, St. Petersburg, Florida.
"How to Select or Replace a Trustee and Important Instructions for the Trustee." September 2011, 7:00 p.m. National Alliance on Mental Illness, Denver, Colorado.
"Financial Report" and "Serving as a NAELA Board of Director; Responsibilities and Insights" 2011 National Academy of Elder Law Board of Directors' Retreat, Seattle, WA. July 2011.
"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.
“Calculating Estate Tax Liability: 2001-2011 and Beyond,” Alliance meeting. February 2011.
“Medicare Set Asides and Qualified Settlement Funds,” Seminar presented to Peck and Bloom Law Firm, Chicago, IL. November 2010.
“Medicare Claims, Medicaid Leins and MSA Issues”and “How to Develop and Implement a Financial Plan,” Stetson's National Conference on Special Needs Planning and Special Needs Trusts, Don CeSar Beach Resort, St., Pete Beach FL. October 2010.
“Tax Issues Related to Special Needs Trusts,” presented to Tampa Bay Estate Planning Council, Tampa, FL. October 2010.
“Medicare’s Interest in a Personal Injury Award: What Elder Law Attorneys Should Know About Medicare Set-Aside Requirements,” NAELA Telephonic Seminar. October 2010.
“Medicare’s Interest in a Personal Injury Settlement: What Every Elder Law Attorney Needs to Know About Medicare Set Aside Requirements and Medicare Secondary Payer Rules,” Colorado Elder Law Conference, Beaver Run Resort and Conference Center, Breckenridge, CO. August 2010.
“Medicare Set Aside Considerations Critical Issues in Personal Injury,” NAELA Board Retreat, Los Angeles, CA, July 2010.
“Estate Tax Update,” presented to Lighthouse Financial, Broomfield, CO, May 2010.
“Advanced Tax Planning with Special Needs Trust”, NAELA Annual Program, Orlando, Fl, May 2010.
“Retirement Planning”, Advanced Elder Law Review Course, Orlando, Fl, May 2010.
“Strategic Trusts for Elderly and Disabled Clients”, Colorado Bar Association, March 2010.
“Special Needs Planning for Wealthy Families”, Wealth Strategies Laureate Gathering, San Diego, CA, February 2010.
“The Battle Between Special Needs Trusts, Qualified Retirement Plans and Tax Rules”, 2010 Changes and Trends Affecting Special Needs Trusts, University of Texas School of Law, Austin, TX, February 2010.
“2010 Estate Tax Update”, “Taxation of Special Needs Trusts”, and “How To Leave Retirement Benefits to a Trust”, Utah Elder Law Conference, Salt Lake City, UT, December 2009
“Medicare Set Aside Update”, Special Needs Alliance Fall Meeting, St. Petersburg, 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
“Medicaid and Special Needs Trusts”, 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
“Special Needs Trust Tax Update”, 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, Special Needs Trusts: What Every Personal Injury Attorney and Estate Planning Attorney Must Know, 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.
Colorado Elder Care, Colorado Society of Certified Public Accounts, annual course sponsored by the Colorado Society of Certified Public Accountants
“Special Needs Trust Basics,” Special Needs Trusts X, Stetson University College of Law, St. Petersburg, Florida, October 2008
“Special Needs Trusts & Retirement Accounts,” National Academy of Elder Law Attorneys, Memphis, Tennessee, November, 2007
“Taxes, SNTS and Retirement Accounts,” Stetson's National Conference on Special Needs Planning and Special Needs Trusts, St. Petersburg, Florida, October 2007
“Which SNT, When and Why,” Stetson's National Conference on Special Needs Planning and Special Needs Trusts, St. Petersburg, Florida, October 2007
“Which SNTs, 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
Special Needs Trusts and Retirement Accounts,” Elder Law Conference, State Bar of Georgia, Atlanta, Georgia, April 2007
Special Needs Trust Administration Review Course presentation, Wealth Counsel, Orlando, Florida, February 2007
“Special Needs Trusts and Retirement Plans,” Stetson's National Conference on Special Needs Planning and Special Needs Trusts, St. Petersburg, Florida, October 2006
Special Needs Trust Administration Review Course presentation, Wealth Counsel, San Diego, California, May 2006
“Medicare MSP Changes,” Stetson's National Conference on Special Needs Planning and Special Needs Trusts, 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.