Seminars and Speaking Engagements

Speaking Engagements

• "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," and "ABMT Planning Considerations," 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.
• "What We Need to Know About Taxes and Pooled Trusts," "The Taxation of Awards of Damages," 2021 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 Clients," 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," 2020 National Conference on Special Needs Planning and Special Needs Trusts, October 2020
• Colorado Bar Elder Law Basics- CLE-July, 2020
• "Working Through the Problems," "Taxation of Investment Income including Captial Gains and Qualified Dividends," and "Third Party Special Needs Trust FAQs," 2019 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.
• "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 Tax Cuts and Jobs Act on Special Needs Trusts," and "Tax Reform and Year End Tax Planning for Self-Settled and Third Party Trusts." 2018 National Conference on Special Needs Planning and Special Needs Trusts, October 2018.
• "ABLE Across the Board," Colorado Bar 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?" AMB 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 Qualfied Disability Trust," 2017 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," 2016 National Conference on Special Needs Planning and Special Needs Trusts, St. Petersburg, Florida, 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, Thompsonville, Michigan, October 2016.
• “Using the MSA Option for Special Needs Trusts,” ElderCounsel webinar, August 2016.
• “Estate Planning and Administration,” Colorado Bar Elder Law Basics CLE, Denver, Colorado, 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 – Plain and Simple,” University of Texas 12^th Annual Changes and Trends Affecting Special Needs Trusts, Austin, Texas, February 2016.
• "Trust Planning for Individuals with Disabilities or on Public Benefits," Estate Planning Council, Denver, Colorado, November 2015.
• "IRA/Qualified Plans/Pensions with Special Needs Trusts as Beneficiary," and "ABLE Act,", 2015 National Conference on Special Needs Planning and Special Needs Trusts, St. Petersburg, Florida, October 2015.
• "NAELA Foundation Public Policy," 2015 Elder Law Retreat, Snowmass Village. Colorado, August 2015.
• "Estate Planning and Administration," Colorado Bar Elder Law Basics CLE, Denver, Colorado, July 2015.
• "How to Create a Tax Wise Investment Portfolio with a Special Needs Trust," Webinar, July 2015.
• "Strategic Trusts for Elderly/Disabled Clients," Colorado Bar CLE, Denver, Colorado, April 2015.
• "How to Leave an IRA/Qualified Plan to a Special Needs Trust," and "Medicaid Set Aside Update," Wisconsin State Bar WisPact, March 2015.
• "To Stretch or Not to Stretch IRA Planning for Owners and Beneficiaries," NAELA Summit, Newport, California, January 2015.
• "Overview of IRA and Retirement Plans," NAELA Advanced Elder Law Retreat, Newport, California, January 2015.
• "ABLE Act," NAELA ABLE Webinar, January 2015.
• "Trust as a Beneficiary of an IRA," Missouri NAELA Elder Law Symposium, Kansas City, Missouri, December 2014.
• "Legal Planning for Carepartners and People with MS," National Multiple Sclerosis Society Teleconference, November 2014.
• "How Do You Leave an IRA/Qualified Plan to a SNT?," "It's All About MAGI - Tax Implications Under Affordable Care Act," and "Tax 101," 2014 National Conference on Special Needs Planning and Special Needs Trusts, St. Petersburg, Florida, October 2014.
• "Special Needs Planning on the Ground Floor," ElderCounsel Planning for the Generations, July 2014.
• NeuroMatters Radio Show interview with Dr. Sam Brinkman, Ph.D.  Please use this link to listen to this radio program, http://cdn.voiceamerica.com/health/011384/brinkman060314.mp3.
• "Overview of IRA and Retirement Plans," 2014 Advanced Elder Law Review, May 2014.
• "Special Needs Trusts Taxation," Academy of Special Needs Planners, Denver, Colorado, March 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,” 2013 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.
• Pennsylvania Association of Elder Law Attorneys, Bedford, Pennsylvania, “Special Needs Trust Planning” and Tax Panel Discussion, February 22-24, 2013.
• Living and Leaving Seminar, Thornton, Colorado, “Putting Your Legal Affairs in Order,” January 16, 2013.
• Denver Trust Officers’ Association, Denver, Colorado, “Updates to Tax Laws,” January 16, 2013.
• Washington State Bar Association, Seattle, Washington. "Roles of an Elder Law Attorney in Case - Protecting Assets," November 27, 2012.
• NAELA Advanced Elder Law Review, Washington D.C. "Employment and Retirement Planning," November 7, 2012.
• 2012 National Conference on Special Needs Planning and Special Needs Trusts,  The DonCeSar Beach Resort, St. Petersburg, Florida. "ABCs of the IRC for Special Needs Trusts" October 18, 2012; "History and Current State of the Law on MSAs," October 19, 2012.
• Wealth Counsel/ElderCounsel's Planning for the Generations Symposium, "Medicare Set Aside Trusts," Denver, Colorado.  July 19, 2012.
• 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 National Conference on Special Needs Planning and Special Needs Trusts, 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.

 Firm News

• Wall Street Journal quoted Brad in "When the Power of Attorney Lacks Power," May 2016, http://www.wsj.com/articles/when-the-power-of-attorney-lacks-power-1465783682.
• Ameriprise's More within Reach quoted Brad in an article "How Do I Choose an Executor?" June 2015.
• MarketWatch quoted Brad in an article "Caring for Older People's Finances can Boost Independence," May 2015, http://www.marketwatch.com/story/caring-for-older-peoples-finances-can-boost-independence-2015-05-21.
• NerdWallet quoted Brad in "Long Term Care Insurance: It's Not for Everyone," March 2015, https://www.nerdwallet.com/blog/insurance/longterm-care-insurance-2.
• PBS NewsHour quoted Brad in an article "Navigating the Complexity of a Long Term Insurance Policy," January 2015, http://www.pbs.org/newshour/updates/need-know-long-term-care-insurance.
• CNN Money/Genworth quoted Brad in an article entitled, "The Biggest Threat to Retirement Planning," October 2014.
• Brad is inducted as NAELA President, 2014-2015.
• Brad is an ACTEC Fellow 2014.
• Brad is now a NAELA Fellow 2014.
• MarketWatch quoted Brad in "How a Parent's Health-Care Bills Could Hurt You," July 2014.
• Market Watch quoted Brad in an article entitled “Marrying After 50? You’ll have Money Problems to Solve,” February 2014.
• Wall Street Journal quoted Brad in an article entitled, “Have ‘The Talk’ with Mom and Dad about their Finances," July 2013.  http://online.wsj.com/article
• Quoted in Consumer Reports Money Advisor, Vol 10., Issue 11, “Managing Your Parent’s Money - Without Losing Your Mind.” 
• Federal Appelate Court Case, ACS Recovery Services, Inc v. Larry Griffin Special Needs Trust, May 7, 2013, No. 11-40446.  The decision handed down in this case cited "Fundamentals of Special Needs Trusts" (Matthew Bender 2012). Bradley Frigon, co-author.
•  Reuters Money quoted Brad in an article entitled "Retirees and Debt: How to Avoid the Worst Traps," May 2013.  http://www.reuters.com/article/2013/05/01/us-column-miller-pensionloans-idUSBRE9400MV20130501
• Westchester Family Magazine quoted Brad in an article entitled "When A Sibling Has Special Needs," February 2013.
• On February 20, 2013, Brad was interviewed by the Government Accountability Office regarding “Medicaid Long-Term Care Eligibility Rules.”  Due to his association with NAELA and reputation as a leading expert in elder law, Brad was chosen to participate in their investigation concerning long term care and eligibility rules in the U.S.
• The Wall Street Journal quoted Brad in an article entitled "Paying Them Back," on February 8, 2013  http://online.wsj.com/article/SB10001424127887324761004578283932402556550.html?KEYWORDS=bradley+frigon
• The Miami Herald quotes Brad regarding "As America Ages, Senior Care Options Flourish." http://www.miamiherald.com/2013/01/30/3208295/as-america-ages-senior-care-options.html.   January 30, 2013,
• “The Real Cost of Long-Term Care,”  Bloomberg, November 26, 2012.
• On August 16, 2012, ElderCounsel  announced that Brad Frigon had joined the National Advisory Board as a Special Needs Content Co-Editor.  He will expand their current special needs planning document offering and will take an active role in teaching special needs planning courses for ElderCounsel.
• Kipliger's Report quoted Brad in Volume 19, Number 8, August 2012. "Take a Fresh Look at End of Life Plans."
• On June 13, 2012, Brad was quoted in an article for MSN Money entitled "When Dad Marries a Gold Digger."  http://money.msn.com/family-money/when-dad-marries-a-gold-digger-weston.aspx.
• Brad was invited to participate in the National Training Program for Land Trusts, Financial Advisors and Attorneys in Princeton, NJ on June 3-5, 2012.  The goals of the program are to provide local land trusts with new tools for increasing the pace of land conservation and to establish working relatinships with financial advisors and attorneys in specific states who are knowledgeable about issues surrounding conservation easments.
• Protecting Assets for a Child with Disabilities, Bifocal, Journal of the American Bar Association Commission on Aging and the Law, Vol 22, No. 4, March-April 2012.
• Protecting Assets for a Child with Disabilities, published by SpecialNeeds.com, February 2012.
• Martindale Hubbell has rated Bradley J. Frigon as an "AV Preeminent 5.0" out of 5.0.
• Avvo has awarded Bradley J. Frigon its top rating of 10 for superb professional conduct and experience.  Avvo  empowers consumers by rating lawyers, doctors and dentists and provides experience, background, disciplinary history and reviews from clients on its professional profiles.
• Colorado Super Lawyers has named Bradley J. Frigon as one of the top attorneys in Colorado for 2012.  Only 5 percent of the lawyers in the state are selected by Super Lawyers for excellence in their field.
• 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 was elected Treasurer for the Special Needs Alliance Board of Directors for 2010-2012.Click here to read the complete press release; and Treasurer for the National Academy of Elder Law Attorneys 2011-2012.
• Brad Frigon is a contributing author 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 settlement.