Events & Seminars

U.S. Taxation of Foreign Nationals, Webinar

On April 18, Correira & Correira LLP will host a webinar to discuss issues surrounding the U.S. taxation of foreign nationals. The program will cover U.S. residency for foreign nationals, income taxation of residents, income sourcing rules and bilateral treaties, taxation of nonresidents, taxation of expatriates, dual-status taxpayers, other taxes, tax planning considerations, other tax […]

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Asset Protection Planning Seminar, Massachusetts Bar Association, Boston, MA

On March 19, Attorneys David J. Correira and Eric D. Correira will join with Attorney Al Gordon, to present a comprehensive asset protection planning seminar to members of the Massachusetts Bar Association. The seminar will provide an overview of the planning issues and techniques available to (1) limit the application of the Massachusetts elective share, (2) […]

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Cross-Border Planning Seminar, Newburyport Bar Association, Newburyport, MA

On October 12, Attorney David J. Correira joined with other New England estate planning attorneys to discuss cross-border estate planning, elder law, and asset protection. The panel discussed the similarities and differences between the New England states on advanced and crisis long-term care planning, the different treatment of assets and income from state to state […]

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Trust Planning Seminar, National Business Institute, Cape Coral, FL

On November 15, 2018, Attorney Eric D. Correira spoke at an all day seminar presented by the National Business Institute entitled “Trusts from A to Z.” The seminar provided an overview of the various types of trusts used to avoid probate, reduce or eliminate estate taxes, protect assets from creditors, and qualify for government benefits such […]

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

On May 22, Attorney Eric D. Correira joined 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 tax […]

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

On May 11, 2018, Attorney Eric D. Correira spoke at an all day seminar presented by the National Business Institute entitled “Protecting Assets While Qualifying for Medicaid.” The seminar provided 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 planning, and […]

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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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