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Hosted by  The Tampa Bay Estate Planning Council

Special Needs Trusts

Special needs planning for families of significant wealth brings a number of challenges which must be considered, including tax issues, residential living considerations, care management issues and more. Join one of the nation’s leading experts in the area for a look at this type of  specialized planning, including drafting tips for creating special needs trusts.


5:30 pm - Networking (Cash Bar)
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

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Thanks to Our Meeting Sponsor

Wednesday, October 20, 2010
5:30 PM - 7:30 PM Eastern Time

Location

The Tampa Club
41st Floor
101 E Kennedy Blvd
Tampa   FL   33602
(813)229-6028
 
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Non-Member Fee for October 20, 2010 TBEPC Meeting $40.00
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Speaker Profiles

 


Bradley J. Frigon, JD, LLM
Law Offices of Bradley J. Frigon

Bradley J. Frigon is in private practice in Denver, Colo. Frigon received his J.D. in 1981 from Washburn University and his master’s degree in taxation in 1982 from the University of Denver. He is a certified elder law attorney (CELA) by the National Elder Law Foundation. Frigon is a member of the National Academy of Elder Law Attorneys (NAELA), Colorado Bar Association, the Special Needs Trust Alliance, and is a fellow in the Kansas Bar Association. Frigon serves on the board of directors of the National Academy of Elder Law Attorneys. He is the past chairman of the Tax Special Interest Group and Member Discount Committee for NAELA and the chair of the 2008 Advanced Elder Law Institute.

In addition to his practice, Frigon is a frequent presenter to attorneys, certified public accountants and financial planners on elder law, estate planning, special needs trusts, individual tax planning, and public benefit and tax issues related to workers’ compensation and personal injury settlements. He is the author of the following published articles: “Taxation of Damage Award,” Colorado Personal Injury Practice Series; “Taxation of Disability Trusts,” “New Proposed Regulations on Sale of Principal Residence,” Elder’s Advisor, The Journal of Elder Law and Post-Retirement Planning; “New Case Limits Government Recovery under the Medicare Secondary Payer Statute,” AELA E-Bulletin; “Another Arrow in the Quiver: Understanding the New Tax Rules That Apply to Capital Gains and Qualifying Dividends,” NAELA Quarterly; and “Amendments to Medicare Secondary Payer Statute Broader Authority for Government Recovery,” Colorado Lawyer.



Registration Fee
Member
No Charge
 
Non-Member
$40.00