David J. Correira

David J. Correira is a nationally recognized estates and trusts lawyer with nearly three decades of experience litigating wills, estates and trusts and fiduciary liability cases. He has consulted with colleagues overseas on international tax matters for multinational clients. He has also worked with lawyers across the country on various issues related to trusts and estates.

He recently completed a LLM* (Master of Laws) degree in comparative law focused on transnational commercial practice and international taxation at Eötvös Loránd University Law School, Budapest, Hungary in conjunction with Lazarski University School of Law in Warsaw, Poland and Boston University School of Law. Previously he completed advanced estate planning and taxation studies at Boston University School of Law and studies in private international law at Oxford University and post-doctoral studies in intellectual property, advanced litigation, and legal theory at Harvard University Law School. He has taught at law schools in Boston and Europe and has been invited for the next academic year to teach U.S. and international taxation in Shanghai, China at Lixin University School of Law.

Attorney Correira is widely published on various areas of estate taxes, trusts, probate administration, disability planning, and private international law’s impact on wills and property. He has taught law school courses and advanced legal studies programs on taxation and business planning. In addition, he has been rated as one of the top five estate planning lawyers in Southern New England by a leading regional publication.

Attorney Correira has been active in numerous community groups and civic affairs. During his career, he has represented major national and international corporations, banks and trust companies in fiduciary litigation; tax and trust matters; and regulatory affairs. For some time, he was a partner at an AmLaw top 100 U.S. law firm and the third largest law firm in Florida.

FULL BIO

PROFESSIONAL AFFILIATIONS

  • American Association of Justice, Member
  • American Bar Association, Member
  • Boston Estate Planning Council, Member
  • Boston Probate and Estate Planning Forum, Member
  • Bristol County Bar Association, Member
  • Bristol County Estate Planning Council, Past President
  • Collier County (Naples) Bar Association, Affiliate Member
  • Fall River Bar Association, Member
  • Fall River/Bristol County Chamber of Commerce, Member
  • Greater Providence Chamber of Commerce, Member
  • Massachusetts Bar Association, Member
  • National Academy of Elder Law Attorneys, Massachusetts Chapter, Past Director
  • National Academy of Elder Law Attorneys, Practice Management Section, Past Chairman
  • National Academy of Elder Law Attorneys, Rhode Island Chapter, Member
  • Newport County Bar Association, Member
  • Norfolk & Plymouth Estate and Business Planning Council, Member, Past Director
  • Planned Giving Council of Rhode Island, Member
  • Portuguese American Bar Association, Founding Member
  • Professional Advisory Committee of the Rhode Island Foundation, Past Member
  • Professional Advisory Committee of the University of Rhode Island Foundation, Past Chairman
  • Rhode Island Bar Association, Member
  • Rhode Island Bar Journal Editorial Board, Past Member
  • Rhode Island Estate Planning Council, Member

TEACHING

  • New England School of Law, Adjunct Faculty
  • University of Massachusetts School of Law, formerly Southern New England School of Law, Adjunct Faculty
  • Suffolk University School of Law, Advanced Legal Studies Faculty

AWARDS & RECOGNITIONS

  • Bridgewater State College Alumni Award for Professional and Community Service
  • Bristol County Estate Planning Council Pro Bono Publico Award
  • Massachusetts Bar Association Pro Bono Award
  • Rhode Island Bar Association and Supreme Court Pro Bono Awards

ADVANCED LEGAL STUDIES

  • Boston University School of Law, Graduate Tax Program
  • Eötvös Loránd University Law School
  • Harvard University Law School
  • Lazarski University School of Law
  • New York University School of Law
  • Salzburg Center for International Legal Studies
  • St. Edmund Hall, Oxford University
  • Stetson University College of Law
  • Suffolk University School of Law
  • University of Miami School of Law
  • University of Missouri, Kansas City School of Law

VISITING LAWYER/LECTURER

  • University of Salzburg School of Law, Austria
  • Romeris University School of Law, Lithuania
  • Rezekne University School of Law, Latvia
  • Rijeka University School of Law, Croatia
  • Karoli Gaspar University School of Law, Hungary
  • Moscow School of Social & Economic Sciences College of Law, Russia

PUBLICATIONS & SPEAKING

  • Masssachusetts Estate Planning & Probate, LexisNexis, 2018
  • Massachusetts Elder Law, Revised Second Edition, LexisNexis, 2014, 2015, 2016, 2017, 2018
  • Probate Litigation, Massachusetts Bar Association, Boston, MA, April, 2017
  • Special Clauses in Irrevocable Trusts, Massachusetts Bar Association, Boston, MA, February, 2017
  • Creative Uses for Marital Deduction and Credit Shelter Planning, Rhode Island Bar Association Annual Meeting, Providence, RI, June, 2016
  • Establishing and Protecting the Attorney-Client Relationship in Trust Matters, Rhode Island Bar Association Annual Meeting, Providence, RI, June, 2016
  • Trials and Tribulations of the MUPC and MUTC, Massachusetts Bar Association, Boston, MA, May, 2016
  • "The Lady in Gold: The Case of Adele Bloch Bauer," Trusts & Estates, March, 2016
  • Medicaid Trusts and MassHealth Administrative Appeals, Massachusetts Bar Association Probate Law Conference, Randolph, MA, November, 2015
  • "Marital Deduction and Credit Shelter Planning," Trusts & Estates, September, 2015
  • "Estate Planning for Florida Snowbirds," Rhode Island Bar Journal, November/December, 2013
  • "Asset Protection Trusts," A Practical Guide to Estate Planning in Rhode Island, MCLE, January, 2012, 2017
  • "Will Construction," A Practical Guide to Probate in Rhode Island, MCLE, March, 2011, 2017
  • "Estate Taxes: The Clock is Ticking and Time is Running Out," Lawyers Weekly, November, 2010
  • The Impact of Estate Planning on Marital Assets in a Divorce, Massachusetts Bar Association, June, 2010
  • Cross Border Estate Planning Issues, Rhode Island Bar Association Annual Meeting, Providence, RI, June, 2010
  • Beyond the Special Needs Trust, National Academy of Elder Law Attorneys, Orlando, FL, May, 2010
  • "Estate Planning for Second and Third Marriages in Rhode Island," Rhode Island Bar Journal, January/February, 2010
  • Law Practice Management, National Academy of Elder Law Attorneys, Salt Lake City, UT, 2006
  • Estate Planning & Elder Law Trends, New England Law Symposium, Sturbridge, MA, 2005
  • "Protecting the Principal Residence," MCLE, 2005
  • "Medicaid Reform and Planning: A Primer for Estate Planners," Estate and Personal Financial Planning Advisor, West, June, 2003
  • "Disability Trusts that Allow for Medicaid Planning," Estate Planning Journal, May, 2003
  • Cross Border Estate Planning, Canadian Academy of Elder Law Attorneys, Vancouver, BC, 2001
  • "The Interaction of Estate Planning and Medicaid Planning Strategies," Estate Planning Journal, November, 2000
  • "Offshore Trusts: Destination Belize," Journal of Asset Protection, May, 2000
  • "Private Annuities and Installment Notes in Medicaid Planning," Estate Planning Journal, October, 1998
  • "The Convergence of Medicaid and Estate Planning," Lawyers Weekly, December, 1997
  • "Estate Planning, Don't Let Your Clients Leave Home Without It!" Best of MCLE Journal, 1996
  • "Come and Take Care of Me and I Will Provide for You." Rhode Island Bar Journal, April, 1993

PRACTICE AREAS

  • Trust & Estate Litigation
  • Tax & Business Planning
  • Estate Plannning & Administration
  • Elder Law & Disability Planning

EDUCATION

  • Eötvös Loránd University Law School, LLM
  • New England School of Law, JD
  • University of Rhode Island, MPA
  • Bridgewater State College, BA

BAR ADMISSIONS

  • Massachusetts
  • Rhode Island
  • U.S. District Court