Events & Seminars

The Trust Planning Playbook Seminar, Rhode Island Bar Association, Cranston, RI

On May 22, Attorney Eric D. Correira will join with Attorney Joshua R. Caswell, to present a comprehensive trust planning seminar to members of the Rhode Island Bar Association called “The Trust Planning Playbook: Understanding and Using Trusts in Estate Planning.” From the Rhode Island Bar Association website: “Changes to the federal and state estate […]

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Protecting Assets While Qualifying for Medicaid Seminar, National Business Institute, Warwick, RI

On May 11, 2018, Attorney Eric D. Correira will speak at an all day seminar presented by the National Business Institute entitled “Protecting Assets While Qualifying for Medicaid.” The seminar will provide an overview of the Medicaid application process and eligibility requirements, pre-need asset planning, crisis planning and assistance, trust-based Medicaid planning, special needs trust […]

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Federal Tax Update Part 2 Webinar: Tax Planning Under the Tax Cuts and Jobs Act

On February 1, Correira & Correira LLP hosted a webinar to discuss planning techniques under the recent federal tax reform bill passed in December, 2017. The program covered individual income tax planning, corporate income tax planning, business and pass-through entity income tax planning, trust and estate income tax planning, and federal and state estate tax […]

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Federal Tax Update Part 1 Webinar: Overview of the Tax Cuts and Jobs Act

On January 25, Correira & Correira LLP presented a webinar to overview key provisions of the the recent federal tax reform bill passed in December, 2017. The program highlighted changes in the areas of individual income taxation, corporate income taxation, business and pass-through entity income taxation, trust and estate income taxation, and federal estate taxation. […]

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Florida Estate Planning Seminar, Fall River, MA

On August 25, Correira & Correira LLP hosted a full day trusts and estates seminar for other professionals at the Cove Restaurant in Fall River, Massachusetts. The program was held from 10:30 a.m. to 2:30 p.m., was free of charge, and included lunch. The seminar touched on a number of topics of interest to trusts […]

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Trusts and Estates Seminar, Fall River, MA

On August 25, Correira & Correira LLP hosted a trusts and estates seminar for other professionals at the Cove Restaurant in Fall River, Massachusetts. The program was from 10:30 a.m. to 2:30 p.m., was free of charge, and included lunch. The seminar touched on a number of topics of interest to trusts and estates professionals, […]

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Advanced Trusts and Estates Seminar, National Business Institute, Warwick, RI

On June 26, 2017, Attorneys David J. Correira and Eric D. Correira spoke at a trusts and estates seminar presented by the National Business Institute in Warwick, Rhode Island. The day-long program covered emerging state and federal trends and updates, avoiding and handling drafting issues, asset protection planning with trusts, estate tax planning with trusts, […]

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Estate Planning Seminar, Swansea, MA

On May 25, Correira & Correira LLP hosted an estate planning seminar at the Venus De Milo in Swansea, Massachusetts. The program provided a general overview of basic estate planning techniques, and focused on new developments in trust law that require all clients to carefully review existing estate plans. Because of changes to the federal […]

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International Estate Planning: Jurisdictional Issues and Planning for International Families and Property Webinar

On April 27, Correira & Correira LLP presented a webinar highlighting key issues in the realm of international estate planning. The program tracked two recent articles published by the firm, in Trusts and Estates and the Rhode Island Bar Journal. The first part of the presentation focused on jurisdictional issues, and discussed the cases involving […]

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Demystifying Irrevocable Trusts: Trust Planning for Estate Tax, Creditor, Divorce, and Medicaid Protection Webinar

On March 30, Correira & Correira LLP hosted a webinar focused on the use of irrevocable trusts in estate planning. The presentation covered recent Massachusetts, Rhode Island and Florida cases and statutes related to irrevocable trusts in the context of marital and credit-shelter trust planning, gifting and tax planning, asset protection and divorce planning, and […]

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