Norfolk & Plymouth Estate and Business Planning Council

 

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  • Estate Planning for Florida Snowbirds

Estate Planning for Florida Snowbirds

  • 09/17/2014
  • 8:30 AM - 11:00 AM (EDT)
  • Lantana, 43 Scanlon Drive, Randolph, MA 02368
  • 38

Registration

  • If you have renewed your membership by October 1st as a member of the NPEPC you will have the opportunity to attend one complimentary event this year (Sorry our Annual Meeting is not included in this promotion

Registration is closed

Speakers: Eric D. Correira, Esquire, LLM and David J. Correira, Esquire

This presentation will cover....

  • Florida Trust and Estate Law
  • Requirements for Establishing Domicile
  • Domicile Case law
  • Jurisdictional Case law
  • Florida Homestead
  • Avoiding State Estate Tax on the Summer Home
  • Irrevocable Medicaid Trusts in Florida
  • New Florida Durable Power of Attorney Law
  • Unauthorized Practice of Law
  • Q & A

About Our Speakers...

Attorney David Correira is a nationally recognized estates and trusts lawyer with two decades of experience litigating conservatorships, wills, estates and trusts and guardianship 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.

Attorney Correira is widely published on various areas of estate taxes, probate administration, and disability planning. 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. Previously, Attorney Correira served as a legal and legislative counsel for several utility companies. More recently, he was a partner at the national law firm of Holland & Knight LLP.

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Attorney Eric Correira is a partner in the firm concentrating in the areas of estate tax planning, business planning, and trust, estate, and tax litigation. 

Attorney Correira has authored chapters for Massachusetts Continuing Legal Education Inc. (MCLE)'s New England Law Practice Collection. He has had articles published on a variety of estate planning topics in Massachusetts Lawyers Weekly, Rhode Island Lawyers Weekly and the Rhode Island Bar Journal. Attorney Correira is a lecturer on estate planning and asset protection for the National Business Institute.

Recently, he completed a major conservation easement project in Rhode Island, involving the protection of shoreline and abutting farm and wildland acreage. He has also appeared and successfully argued several cases before the Massachusetts Appeals Court. Attorney Correira was instrumental in creating and implementing the Rhode Island Pooled Trust, the first and only such trust for special needs individuals in the Ocean State. The Rhode Island Pooled Trust allows individuals and their families to set aside assets without jeopardizing eligibility for government benefits, and is administered by a non-profit organization.

Norfolk & Plymouth Business and Estate Planning Council

2637 E Bellerive Drive, Chandler, AZ 85249

844-37-NPEPC

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

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