Bradley J. Frigon
Top rated Elder Law attorney in Littleton, Colorado
Law Offices of Bradley J. Frigon
Practice Areas: Elder Law, Estate Planning & Probate, Estate & Trust Litigation; view more
Licensed in Colorado since: 1997
Education: Washburn University School of Law
Selected to Super Lawyers: 2012 - 2023 Call today:
720-200-4025
Law Offices of Bradley J. Frigon
PO Box 271621Littleton, CO 80127 Visit website
Details
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
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 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.
PROFESSIONAL AFFILIATIONS
President, National Academy of Elder Law Attorneys, 2014-2015.
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
Practice areas
Elder Law, Estate Planning & Probate, Estate & Trust LitigationFocus areas
Estate Planning, Guardianships & Conservatorships, Power of Attorney, Probate & Estate Administration, Trusts, Will Contests, Wills
- 50% Elder Law
- 30% Estate Planning & Probate
- 20% Estate & Trust Litigation
First Admitted: 1981, Kansas
Professional Webpage: https://www.bjflaw.com/attorney-profiles/bradley-j-frigon
- Rated highest level 10 , AVVO, AVVO website
- , Colorado Super Lawyer, SL website
- AV Preeminent by Martindale-Hubbell
- Serve as Special Needs Content Co-Editor on the National Advisory Board of Elder Counsel.
- 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
- 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
- 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
- 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
- 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
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