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Bradley J. Frigon

Attorney Profile

Top Rated Elder Law Attorney in Englewood, CO

Law Offices of Bradley J. Frigon
6500 South Quebec Street, Suite 330
Englewood, CO 80111
Phone: 720-200-4025
Fax: 720-200-4026
Selected to Super Lawyers: 2012 - 2022
Licensed in Colorado Since: 1997
Practice Areas: Elder Law, Estate Planning & Probate, Estate & Trust Litigation
Attorney Profile

BRADLEY J. FRIGON, JD, LLM (Tax), CELA, CAP
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 
EXERIENCE 
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 present. 
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 
Trust and estate matters, including probate, trust administration and probate litigation, guardian 
and conservator matters, wills and trusts, elder law advice including protecting your assets from 
long term care and nursing home costs and special needs planning. Nationally recognized for 
expertise in special needs planning and tax matters. Consulting services provided to attorneys and 
other professionals on public benefit and tax issues related to personal injury settlements including 
Medicare set asides, 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. 15-15008-TBM, U.S. Bankruptcy Court for the District of Colorado. 
Verebelyi v. Verebelyi, 16 DR 371, Douglas County District Court. 
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PROFESSIONAL AFFILIATIONS 
Past President, National Academy of Elder Law Attorneys, 2015-present. 
President, National Academy of Elder Law Attorneys, 2014-2015. 
President-Elect, National Academy of Elder Law Attorneys, 2013-2014. 
Treasurer, National Academy of Elder Law Attorneys, 2011-2012.
Secretary, National Academy of Elder Law Attorneys, 2010-2011. 
Board of Directors National Academy of Elder Law Attorneys, 2006 to 2016. 
Fellow, National Academy of Elder Law Attorneys. 
Fellow, American College of Trust and Estate Counsel. 
Colorado Bar Association. 
Kansas Bar Association. 
Wyoming Bar Association. 
Arapahoe County Bar Association. 
Special Needs Alliance. 
True Link Financial Services Investment Committee member. 
Treasurer, Special Needs Alliance, 2010, 2011, 2012, 2013. 
Board of Directors, Special Needs Alliance, March 2009 to 2013. 
Uniform Law Commission, Decanting Committee, 2013. 
Fee Dispute Resolution Committee, Kansas Bar Association. 
Special Counsel to Colorado Fund for People with Disabilities, 2018 to Present. 
Board of Directors, Colorado Fund for People with Disabilities, 2010 to 2018.
Appointed by Governor to Colorado Advisory Council for People with Disabilities, 2010-2011 
PROFESSIONAL RATINGS
SuperLawyer, 2012 to Present. 
Martindale Hubbell, rated AV Preeminent 5.0 out of 5.0. 
Avvo rated “10” for superb professional conduct and experiences. 
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
Certified Elder Law Attorney (CELA) by the National Elder Law Foundation
Council of Advance Practitioners (CAP), National Academy of Elder Law Attorneys 
Fellow, National Academy of Elder Law Attorneys 
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PUBLICATIONS 
ABLE Across the Board, by Bradley J. Frigon and Megan Brand, Council Notes (Fall 2018). 
When the Power of Attorney Lack Power, by Bradley J. Frigon, Wall Street Journal (May 2016). 
MAGI and its Importance for Special Needs Clients, by Bradley J. Frigon, The Elderlaw Report 
(Aspen Publishers 2015). 
Fundamentals of Special Needs Trusts, by Stuart D. Zimring, Rebecca C. Morgan and Bradley J. 
Frigon (Matthew Bender, 2012 through Present).
Colorado Personal Injury Practice - Torts and Insurance, Appendix 1 Taxation of Damages, by 
Bradley J. Frigon (West Publishing, 2012).
2011 Elder Law in Colorado 4th Edition, June 2011, Managing Editors John C. Campbell and D. 
Wayne Stewart. CBA-CLE Books. Contributing author Bradley J. Frigon.
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, 
New Case Limits Government Recovery under the Medicare Secondary Payer Statute, NAELA EBulletin, March 4, 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 Disability Trusts, Research Institute of America, Practice Alert, June 1998. 
SEMINARS AND PRESENTATIONS 
“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. 
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“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," Colorado Bar Association, 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," Special Needs Trusts- The National Conference, 
October 2020. 
“Elder Law Basics,” Colorado Bar Association, July, 2020. 
"Working Through the Problems," "Taxation of Investment Income including Capital Gains and 
Qualified Dividends," and "Third Party Special Needs Trust FAQs," 2019 Special Needs Trusts - 
The National Conference, 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. 
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“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.” 2018 Special Needs Trusts-The National 
Conference, 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 Planning: 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,” 2017 Special Needs Trusts-The National Conference, 
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. 
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“Wills, Trusts, Guardianships,” Estes Park Senior Center, February 2017. 
“Defining Income” and “SNT as an Employer – Tax Issues,” 2016 Special Needs Trusts-The 
National Conference, 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 – Plain and Simple,” University of Texas 12th Annual Changes and Trends 
Affecting Special Needs Trusts, February 2016. 
“Trust Planning for Individuals with Disabilities or on Public Benefits,” Estate Planning Council, 
November 2015. 
“IRA/Qualified Plans/Pensions with Special Needs Trusts as Beneficiary,” and “ABLE Act,” 2015 
Special Needs Trusts-The National Conference, October 2015. 
“National Academy of Elder Law Attorneys Public Policy Update,” 2015 Elder Law Retreat, 
August 2015. 
“Estate Planning and Administration,” Colorado Bar Elder Law Basics CLE, July 2015. 
“Creating a Tax Wise Investment Portfolio for a Third Party Special Needs Trust,” Webinar, 
https://www.youtube.com/watch?v=LzL4gpygV-8, July 2015. 
“Strategic Trusts for Elderly-Disabled Clients,” Colorado Bar Association, April 2015. 
“How to Leave an IRA-Qualified Plan to a SNT,” and “Medicare Set Aside Update,” WisPACT 
Pool Trust of Wisconsin and Wisconsin Bar Association CLE Meeting, March 2015. 
“To Stretch or Not to Stretch IRA Planning for Owners and Beneficiaries,” 2015 NAELA Summit, 
January 2015. 
“Overview of IRA and Retirement Plans,” 2015 NAELA Advanced Elder Law Review Program, 
January 2015.
“Self-Settled Special Needs Trust,” ElderCounsel Draft Camp, December 2014. 
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“Legal Planning for Carepartners and People with MS”, National Multiple Sclerosis Society 
webinar, November 2014. 
“It’s All About the MAGI Under the Affordable Care Act,” “How Do You Leave an IRA/Qualified 
Plan to a SNT?,” and “Taxation of SNTs - Plain and Simple,” 2014 Special Needs Trusts-The 
National Conference, October 2014. 
“Special Needs Planning on the Ground Floor,” ElderCounsel National Symposium Planning for 
the Generations, July 2014. 
NeuroMatters: The Brink of Alzheimer’s Radio Show with Dr. Sam Brinkman, Ph.D., June 
2014.
“Overview of IRA-Retirement Plans,” NAELA Advanced Elder Law Review, May 2014.
“Investment & Tax Strategies for Special Needs Trust,” Steve Dale 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, November 2013.
“Complex Planning with IRA’s,” NAELA Advanced Elder Law Review, 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 
Special Needs Trusts-The National Conference, October 2013. 
"Top 5 Practice Tips for the Special Needs Practitioner," ElderCounsel National Symposium 
Planning for the Generations, July 2013. 
“Special Needs Trust Planning” and Tax Panel Discussion, Pennsylvania Association of Elder Law 
Attorneys, February 2013. 
“Special Needs Trusts and Qualified Retirement Accounts - What You Need to Know to Maximize 
Your Benefits” ElderCounsel Webinar, January 2013. 
“Roles of an Elder Law Attorney in the Case,” Washington State Bar Association, November 2012. 
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"How to Leave Retirement Benefits to a Trust," NAELA Advanced Elder Law Review, November 
2012. 
"Taxations of Special Needs Trusts” and “Medicare Set Aside Update and Medicare Secondary 
Payer Law Update," 2012 Special Needs Trusts - The National Conference, October 2012. 
"Medicare Set Aside Trusts," ElderCounsel National Symposium Planning for the Generations, 
July 2012. 
“Drafting and Using the Special Needs Trust," Washington State Bar Association - Credit Legal 
Education, WSBA-CLE Conference Center, November 2011.
"Employment and Retirement," National Aging and Law Institute, NAELA Advanced Elder Law 
Bootcamp, November 2011.
"Taxation of SNT's," and "Drafting a Medicare Set Aside Sub Trust into a SNT." 2011 Special 
Needs Trusts, The National Conference, October 2011. 
“How to Develop and Implement a Financial Plan for Trustees,” 2010 Special Needs Trust 
National Conference, October 2010. 
“Tax Issues Related to Special Needs Trusts,” presented to Tampa Bay Estate Planning Council, 
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 
Bar Association, August 2010. 
“Advanced Tax Planning with Special Needs Trust”, NAELA Annual Program, May 2010. 
“Retirement Planning”, Advanced Elder Law Review Course, May 2010. 
“Strategic Trusts for Elderly and Disabled Clients”, Colorado Bar Association, March 2010. 
“Special Needs Planning for Wealthy Families”, Wealth Strategies Laureate Gathering, 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, February 
2010. 
“2010 Estate Tax Update”, “Taxation of Special Needs Trusts”, and “How To Leave Retirement 
Benefits to a Trust”, Utah Elder Law Conference, December 2009. 
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“Selected Income Tax Issues for the Elder Law and Special Needs Law Practitioner”, Colorado 
Bar Association-CLE Elder Law Retreat, October 2009. 
“Special Needs Planning for Wealthy Families”, Chicago Wealth Counsel: Planning for the 
Generations Symposium, August 2009. 
“Special Needs Trusts Part II”, ALI-ABA Telephonic Conference, June 2009. 
“Medicaid and Special Needs Trusts”, Colorado Bar Association Estate Planning Retreat, June 
2009. 
“The Battle Between Special Needs Trusts, Qualified Retirement Accounts and Tax Rules”, 
NAELA Summer Special Needs Program, May 2009. 
“How to Leave Retirement Benefits to a Trust”, NAELA Telephonic Training Program, May 2009. 
“Special Needs Trust Tax Update”, Special Needs Alliance Spring Meeting, 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.
“Taxes, SNTS and Retirement Accounts,” Special Needs Trust IX, Stetson University College of 
Law, October 2007. 
“Which SNT, When and Why,” Special Needs Trusts - The National Conference, October 2007. 
“Which SNTs, When and Why,” National Association of Structured Settlement Brokers, October 
2007. 
“Special Needs Trusts and Retirement Accounts,” Elder Law Conference, State Bar of Georgia, 
April 2007. 
Special Needs Trust Administration Review Course presentation, Wealth Counsel, February 2007. 
“Special Needs Trusts and Retirement Plans,” Special Needs Trust VIII, Stetson University 
College of Law, October 2006. 

Practice Areas
  • 50%Elder Law
  • 30%Estate Planning & Probate
  • 20%Estate & Trust Litigation
Focus Areas

Estate Planning, Guardianships & Conservatorships, Power of Attorney, Probate & Estate Administration, Trusts, Wills, Will Contests

Selections

11 Years Super Lawyers
  • Super Lawyers: 2012 - 2022

About Bradley J. Frigon

First Admitted: 1981, Kansas

Professional Webpage: http://www.bjflaw.com/attorney-profiles/bradley-j-frigon

Honors/Awards

  • Rated highest level 10 , AVVO, AVVO website
  • , Colorado Super Lawyer, SL website
  • AV Preeminent by Martindale-Hubbell

Other Outstanding Achievements

  • Serve as Special Needs Content Co-Editor on the National Advisory Board of Elder Counsel.

Bar/Professional Activity

  •  Fellow , American College of Trust and Estate Council (ACTEC)
  • Chair of Advanced Elder Law Institute, National Academy of Elder Law Attorneys, 2008
  • Member Wyoming Bar Association
  • Fellow, Kansas Bar Association
  • Council of Advanced Practitioners (CAP)
  • Special Needs Alliance ; Past Board of Directors, current appointed member
  • Past President, current member , National Academy of Elder Law Attorneys
  • Fee Dispute Resolution Committee, Kansas Bar Association
  • Secretary, National Academy of Elder Law Attorneys, 2010-2011
  • Appointed by Governor to Colorado Advisory Council for People with Disabilities, 2010-2011
  • Chair of Program and Education Committee, National Academy of Elder Law Attorneys, 2009-2011
  • Certified Elder Law Attorney (CELA)
  • Arapahoe County Bar Association
  • Member, Colorado Bar Association
  • Treasurer, Special Needs Alliance, 2010, 2011, 2012, 2013
  • National Academy of Elder Law Attorneys
  • Executive Committee, Taxation Section, Kansas Bar Association
  • Treasurer, National Academy of Elder Law Attorneys, 2011-2012
  • Current Special Counsel , Past Board of Directors, Colorado Fund for People with Disabilities
  • Past President National Academy of Elder Law Attorneys,, 2015
  • Uniform Law Commission, Decanting Committee

Special Licenses/Certifications

  • Council of Advance Practitioners (CAP), National Academy of Elder Law Attorneys
  • State of Wyoming , Attorney Registration number 7-5428
  • Certified Elder Law Attorney (CELA) by the National Elder Law Foundation
  • State of Kansas, Supreme Court Registration number 11032
  • State of Colorado, Attorney registration number 27883

Verdicts/Settlements

  • In the Matter of the Trusts Created by the Will of Dodds L. Buchanan, 05 PR 625, Boulder County District Court
  • Dunlap vs, T.A.W., Inc, Case No.CIV. 08-385-D, United States District Court, Western District Oklahoma

Educational Background

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

Scholarly Lectures/Writings

  • Colorado Personal Injury Practice-Torts and Insurance, Appendix 1 Taxation of Damages, 2012
  • "Take a Fresh Look at End of Life Plans," Kiplinger's Retirement Report, Volume 19, Number 8, August 2012
  • “How to Develop and Implement a Financial Plan for Trustees,” 2010 Special Needs Trust National Conference, St., Pete Beach FL. October 2010
  • “Tax Issues Related to Special Needs Trusts,” presented to Tampa Bay Estate Planning Council, Tampa, FL. October 2010
  • Amendments to Medicare Secondary Payer Statute: Broader Authority for Government Recovery, New Case Limits Government Recovery under the Medicare Secondary Payer Statute, NAELA E Bulletin, March 4, 2003
  • "When Dad Marries a Gold Digger," MSN Money, July 13, 2012
  • “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 Bar Association, Breckenridge, CO. August 2010
  • Colorado Personal Injury Practice - Torts and Insurance, Appendix 1 Taxation of Damages, byBradley J. Frigon (West Publishing, 2012).
  • "2011 Elder Law in Colorado 4th Edition", June 2011, Managing Editors John C. Campbell and D. Wayne Stewart. CBA-CLE Books. Contributing author Bradley J. Frigon
  • “Advanced Tax Planning with Special Needs Trust”, NAELA Annual Program, Orlando, Fl, May 2010
  • 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
  • “Retirement Planning”, Advanced Elder Law Review Course, Orlando, Fl, May 2010
  • Which Special Needs Trust, When and Why?, Bradley J. Frigon and W. Eric Kuhn, NAELA Journal, 2009, vol. 5, number 1
  • Neuro Matters Radio Show with Dr. Sam Brinkman Ph.D., June 2014
  • “Strategic Trusts for Elderly and Disabled Clients”, Colorado Bar Association, March 2010
  • Special Needs Trusts and Individual Retirement Accounts, Elder Law Advisor, June 2007
  • "Another Arrow in the Quiver: Understanding the Tax Rules that Apply to Capital Gains and Qualifying Dividends," NAELA Quarterly, Fall 2004
  • “Special Needs Planning for Wealthy Families”, Wealth Strategies Laureate Gathering, San Diego, CA, February 2010
  • Tax Basis Rules, Elder Advisor, The Journal of Elder Law and Post-Retirement Planning, Marquette University Law School, Spring 2003
  • “The Battle Between Special Needs Trusts, Qualified Retirement Plans and Tax Rules”, 2010Changes and Trends Affecting Special Needs Trusts, University of Texas School of Law, Austin,TX, February 2010
  • 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
  • “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
  • New Proposed Regulations on Sale of Principal Residence, NAELA News, April 2001
  • “Selected Income Tax Issues for the Elder Law and Special Needs Law Practitioner”, Colorado Bar Association-CLE Elder Law Retreat, Breckenridge, CO, October 2009
  • Taxation of Disability Trusts, Research Institute of America, Practice Alert, June 1998
  • “Special Needs Planning for Wealthy Families”, Chicago Wealth Counsel: Planning for the Generations Symposium, Chicago, IL, August 2009
  • “Legal Planning for Carepartners and People with MS”, National Multiple Sclerosis Society webinar, November 2014
  • “Special Needs Trusts Part II”, ALI-ABA Telephonic Conference, June 2009
  • “It’s All About the MAGI Under the Affordable Care Act,” “How Do You Leave an IRA/Qualified Plan to a SNT?,” and “Taxation of SNTs - Plain and Simple,” 2014 Special Needs Trusts-The National Conference, St. Petersburg, Florida. October 2014
  • “Medicaid and Special Needs Trusts”, Colorado Bar Association Estate Planning Retreat, Snowmass, CO, June 2009
  • “Special Needs Planning on the Ground Floor,” ElderCounsel National Symposium Planning for the Generations, July 2014
  • “The Battle Between Special Needs Trusts, Qualified Retirement Accounts and Tax Rules”, NAELA Summer Special Needs Program, Phoenix, AZ, May 2009
  • 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
  • “How to Leave Retirement Benefits to a Trust”, NAELA Telephonic Training Program, May 2009
  • “Investment & Tax Strategies for Special Needs Trust, Webinar, May 2014
  • “Special Needs Trust Tax Update”, Special Needs Alliance Spring Meeting, New Orleans, LA,March 2009
  • “Special Needs Trusts Tax Issues,” Academy of Special Needs Planners, March 2014
  • “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
  • "Special Needs Trusts Tax Issues," NAELA Webinar, January 2014
  • “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 Trusts Tax Issues,” Washington State Bar Association, Seattle, Washington, November 2013
  • “Taxes, SNTS and Retirement Accounts,” Special Needs Trust IX, Stetson University College of Law, St. Petersburg, Florida, October 2007
  • “Complex Planning with IRA’s,” NAELA Advanced Elder Law Review, Washington D.C., November 2013
  • “Which SNT, When and Why,” Special Needs Trusts - The National Conference, St. Petersburg, Florida, October 2007
  • “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
  • “Which SNTs, When and Why,” National Association of Structured Settlement Brokers, Tampa, Florida, October 2007
  • “Special Needs Trusts and Retirement Accounts,” Elder Law Conference, State Bar of Georgia, Atlanta, Georgia, April 2007
  • “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 Special Needs Trusts-The National Conference, St. Petersburg, Florida. October 2013
  • Special Needs Trust Administration Review Course presentation, Wealth Counsel, Orlando, Florida, February 2007
  • "Top 5 Practice Tips for the Special Needs Practitioner," ElderCounsel National Symposium - 5 - Planning for the Generations, Denver, Colorado. July 2013.
  • “Special Needs Trusts and Retirement Plans,” Special Needs Trust VIII, Stetson University College of Law, St. Petersburg, Florida, October 2006
  • “Special Needs Trust Planning” and Tax Panel Discussion, Pennsylvania Association of Elder Law Attorneys, Bedford, Pennsylvania, February 2013
  • “Marrying After 50? You’ll have Money Problems to Solve,” Market Watch, February 2014
  • “Special Needs Trusts and Qualified Retirement Accounts - What You Need to Know to Maximize Your Benefits” ElderCounsel Webinar, January 2013
  • "Have ‘The Talk’ with Mom and Dad about their Finances, Wall Street Journal, July 2013
  • “Roles of an Elder Law Attorney in the Case,” Washington State Bar Association, Seattle, Washington, November 2012
  • “Managing Your Parent’s Money - Without Losing Your Mind,” Consumer Reports Money Advisor, Vol. 10, Issue 11
  • "How to Leave Retirement Benefits to a Trust," NAELA Advanced Elder Law Review, Washington D.C., November 2012
  • “Retirees and Debt: How to Avoid the Worst Traps,” Reuters, May 2013
  • Managing editors John J. Campbell, and D. Wayne Stewart, Contributing author, Elder Law in Colorado, Colorado Bar Association, 2011
  • “Paying Them Back,” The Wall Street Journal, February 8, 2013
  • "Taxations of Special Needs Trusts” and “Medicare Set Aside Update and Medicare Secondary Payer Law Update," 2012 Special Needs Trusts - The National Conference, St. Petersburg, Florida. October 2012
  • "Medicare Set Aside Trusts," ElderCounsel National Symposium Planning for the Generations, Denver, Colorado. July 2012
  • "Entering Special Needs Planning on the Ground Floor," ElderCounsel Planning for the Generations, July 2014
  • "When A Sibling Has Special Needs," Westchester Family Magazine, February 2013
  • “Drafting and Using the Special Needs Trust," Washington State Bar Association - Credit Legal Education, WSBA-CLE Conference Center, Seattle Washington, November 2011
  • Authors, Stuart D. Zimring, Rebecca C. Morgan, Bradley J Frigon, Co-author, Fundamentals of Special Needs Trusts, Matthew Bender
  • “As America Ages, Senior Care Options Flourish,” The Miami Herald, January 30, 2013
  • "Employment and Retirement," National Aging and Law Institute, NAELA Advanced Elder Law Bootcamp, Boston Seaport Hotel, Boston, Massachusetts, November 2011
  • "How a Parent's Health-Care Bills Could Hurt You," Market Watch, July 2014
  • “The Real Cost of Long-Term Care,”  Bloomberg, November 26, 2012
  • "Taxation of SNT's," and "Drafting a Medicare Set Aside Sub Trust into a SNT." 2011 Special Needs Trusts, The National Conference, St. Petersburg, Florida, October 2011

Industry Groups

  • Estates
  • Guardianships
  • Long Term Care Planning
  • Probate
  • Special Needs
  • Wills And Trusts
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Office Location for Bradley J. Frigon

6500 South Quebec Street
Suite 330
Englewood, CO 80111

Phone: 720-200-4025

Fax: 720-200-4026

Last Updated: 5/15/2022

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