Events & Seminars

The Death of Life Estates Webinar

On March 12, 2020, Correira & Correira LLP will host a webinar entitled “The Death of Life Estates”. The program will cover the steady decline of the use of life estates as a legitimate Medicaid and asset protection tool over the last few decades, culminating in recent changes to the life tables used in Massachusetts […]

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Post-Mortem Estate Planning Webinar

On February 13, 2020, Correira & Correira LLP will present a webinar on post-mortem estate planning. As will be discussed during the webinar, estate planning opportunities do not necessarily end when a person passes away. Post-mortem estate planning provides the potential for a decedent’s executor and/or trustee to take advantage of various elections and actions […]

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Medicaid Crisis Planning and Appeals Seminar, Massachusetts Bar Association, Boston, MA

On October 29, 2019, Attorney David J. Correira and Attorney Eric D. Correira spoke together at the second of a two-part comprehensive Medicaid program for the Massachusetts Bar Association. From the Massachusetts Bar Association, “This program will provide a detailed review of crisis planning techniques; the application process for long-term care; and strategies for administrative […]

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Medicaid Rules and Regulations Seminar, Massachusetts Bar Association, Boston, MA

On October 22, 2019, Attorney David J. Correira and Attorney Eric D. Correira co-presented the first of a two-part comprehensive Medicaid program for the Massachusetts Bar Association. From the Massachusetts Bar Association, “Whether you’re a new practitioner looking for an introduction or an experienced practitioner seeking a refresher, get a detailed review of the MassHealth […]

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Multi-State Issues Seminar, Massachusetts Chapter of the National Academy of Elder Law Attorneys, Newton, MA

On June 13, 2019, Attorney Eric D. Correira joined with other New England estate planning attorneys to discuss cross-border estate planning, elder law, and asset protection for the Massachusetts Chapter of the National Academy of Elder Law Attorneys. The panel discussed the similarities and differences between the various New England states and Florida in the […]

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Asset Protection Planning Seminar, Rhode Island Bar Association Annual Meeting, Providence, RI

On June 13, Attorneys David J. Correira and Eric D. Correira presented a comprehensive asset protection planning seminar to members of the Rhode Island Bar Association at the organization’s annual meeting in Providence, Rhode Island. From the Rhode Island Bar Association: “Recent increases to both the federal and Rhode Island estate tax exemption have further […]

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Estate Planning Seminar, Massachusetts Continuing Legal Education, Taunton, MA

On May 3, Attorney David J. Correira joined with other leading Massachusetts estate and trust attorneys for a day-long estate planning program in Taunton, Massachusetts, presented by Massachusetts Continuing Legal Education, Inc. The seminar covered guardianships and conservatorships, crafting estate plans for non-taxable estates, asset protection strategies for older clients, reformation, modification and decanting of […]

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U.S. Taxation of Foreign Nationals, Webinar

On May 2, 2019  (rescheduled from April 18), Correira & Correira LLP hosted a webinar to discuss issues surrounding the U.S. taxation of foreign nationals. The program covered 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 […]

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Post-Mortem Estate Planning Seminar, Rhode Island Bar Association, Cranston, RI

On April 17, 2019, Attorneys David J. Correira and Eric D. Correira co-presented a seminar to members of the Rhode Island Bar Association on the topic of post-mortem estate planning. As was discussed at the program, estate planning opportunities do not necessarily end when a person passes away. Post-mortem estate planning provides the potential for […]

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

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

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