• Bradley J. Frigon on How to Develop and Implement a Financial Plan for a First-Party SNT Receiving a Personal Injury Settlement (PDF)
 
 
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Bradley J. Frigon on How to Develop and Implement a Financial Plan for a First-Party SNT Receiving a Personal Injury Settlement (PDF)

Bradley J. Frigon on How to Develop and Implement a Financial Plan for a First-Party SNT Receiving a Personal Injury Settlement (PDF)

Beneficiary of a first-party special needs trust (SNT) receives a PI settlement or a damage award with a structured settlement annuity contract, a financial advisor must address many factors in creating a financial plan.


Availability: In Stock
Publisher :LexisNexis Emerging Issues Analysis
Format: Electronic, 11 Pages , PDF

ISBN: 9781422429983

4/4/2011
 
$57.00
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    When the beneficiary of a first-party special needs trust (SNT) receives a PI settlement or a damage award with a structured settlement annuity contract, a financial advisor must address many factors in creating a financial plan. Factors range from the structuring of the settlement through the beneficiary's special requirements and the trust's payback provisions.

     

    Bradley J. Frigon, JD, LLM (Tax), CELA is in private practice in Denver, Colorado. Mr. Frigon received his Juris Doctor Degree in 1981 from Washburn University, and his Master of Law Degree in Taxation in 1982 from the University of Denver. He is a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation. Mr. 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. Mr. Frigon serves on the Board of Directors of the National Academy of Elder Law Attorneys and the Special Needs Alliance. He is the current Chair of the Program and Educational Committee for NAELA and was the Chair of the 2008 Advanced Elder Law Institute in Kansas City, Missouri. In addition to his practice, Mr. 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 and is the author of numerous published articles.

     

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