Events & Seminars

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

On October 29, 2019, Attorney David J. Correira and Attorney Eric D. Correira will speak 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 […]

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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 will co-present 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 […]

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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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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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