David Correira, 1958 – 2020

Our firm founder, David J. Correira, passed away unexpectedly in June, 2020. The firm is now led by his partner and son, Eric D. Correira, who carries on an over thirty-five year tradition of value, commitment, and service to its clients.

David was a nationally recognized estates and trusts lawyer with three decades of experience litigating will, estate and trust cases. He consulted with colleagues overseas on international tax matters for multinational clients, and worked with lawyers across the country on various issues related to trusts and estates.

He had recently completed a LLM (Master of Laws) degree in comparative law focused on transnational commercial practice at Eötvös Loránd University Law School. Previously, he completed advanced estate planning and taxation studies at Boston University School of Law, studies in private international law at Oxford University, and post-doctoral studies in intellectual property, advanced litigation, and legal theory at Harvard Law School. He taught at law schools in Boston and throughout Europe.

David was the editor and author of two law practice volumes and widely published on various areas of estate taxes, trusts, probate administration, disability planning, and private international law’s impact on wills and property. He was a speaker at national and international conferences, and taught law school courses and advanced legal studies programs on taxation and business planning.

David was active in numerous community groups and civic affairs. During his career, he represented major national and international corporations, banks and trust companies in fiduciary litigation, tax and trust matters, and regulatory and legislative 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 and Plymouth Estate and Business Planning Council, 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 Leiden School of Law
  • University of London 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

  • Medicaid Crisis and Appeals, Massachusetts Bar Association, Boston, MA, October, 2019
  • Medicaid Rules and Regulations, Massachusetts Bar Association, Boston, MA, October, 2019
  • Asset Protection Planning, Rhode Island Bar Association Annual Meeting, Providence, RI, June, 2019
  • Decanting & Reformation of Trusts, MCLE Inc., Taunton, MA, May, 2019
  • Post-Mortem Estate Planning, Rhode Island Bar Association, Cranston, RI, April, 2019
  • Asset Protection Planning, Massachusetts Bar Association, Boston, MA, March, 2019
  • 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, 2019
  • "Will Construction," A Practical Guide to Probate in Rhode Island, MCLE, March, 2011, 2017, 2019
  • "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

In the News

PRACTICE AREAS

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

EDUCATION

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

BAR ADMISSIONS

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