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DAVID J. CORREIRA is managing partner of Correira & Iacono LLP, a full service trusts and estates firm with offices in Providence and Newport, Rhode Island; Boston and Swansea, Massachusetts; and Naples, Florida. He is a nationally recognized estates and trusts lawyer with more than two decades of experience litigating conservatorships, wills, estates and trusts and guardianship cases. Mr. Correira has appeared pro hac vice in several states to handle such litigation. He has consulted with colleagues overseas on international succession and tax matters and U.S. domicile, specifically for clients in Brazil, Canada, China, Egypt, Florida, Germany, Switzerland and the United Kingdom. Mr. Correira has been consulted by lawyers across the country on various issues related to trusts and estates. He is admitted in Massachusetts and Rhode Island. Mr. Correira is a frequent speaker for the American, Massachusetts and Rhode Island bar associations, and several continuing legal education organizations, including the National Academy of Elder Law Attorneys and Massachusetts Continuing Legal Education Inc. The latter organization has published his articles in its Best of MCLE Journal. Mr. Correira earned his B.A. degree from Bridgewater State College in Massachusetts, his Master of Public Administration degree from the University of Rhode Island, and his J.D. degree from the New England School of Law in Boston. He has completed advanced studies through the American Law Institute, Philadelphia; Harvard Law School, Cambridge; Boston University Law School in the Graduate Tax Program; the University of Miami School of Law Institute in estate planning; Stetson College of Law; New York University's Tax Institute; and at St. Edmund Hall, Oxford University. He is an adjunct faculty member at the New England School of Law in Boston. BERNARD A. JACKVONY is an attorney at Pannone Lopes & Devereaux & West LLC, where he practices in probate litigation, and trust and estate planning, representing individuals and their families, fiduciaries and charitable organizations. He is a member of the Rhode Island Bar Association and The Florida Bar, and served as a member of the Probate and Guardianship Rules Committee of The Florida Bar for six years. Mr. Jackvony is a fellow in the American College of Trusts and Estates Council. He is a graduate from Bryant University, and he earned his law degree from Suffolk University and master's degree from Boston University. MATTHEW J. LEONARD is an attorney in the Providence law firm of Salter McGowan Sylvia & Leonard, Inc. Mr. Leonard practices in the areas of estate planning and asset protection planning, Medicaid planning, real estate, probate administration and related litigation. He is a member of the Rhode Island and Massachusetts bar associations, and The Florida Bar. Mr. Leonard has lectured on Drafting revocable trusts, asset protection planning strategies and buying or selling a business. He is the president of the Providence College Alumni Associationand a principal owner of a Title Insurance Agency. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University School of Law. A. JAMES WHITNEY is a sole practitioner in Bristol, Rhode Island, where he practices in the areas of elder law, trust and estates. He has lectured and written on his areas of expertise. Mr. Whitney has been involved with general policymaking at the legislative level when he served three terms in the Massachusetts House of Representatives. During his legislative service, he served on the House-Senate Joint Committees on Health Care, Criminal Justice and Insurance. Mr. Whitney earned his A.B. degree from Clark University and his J.D. degree from Suffolk University. He is a member of the Rhode Island and New York State bar associations, and The Rhode Island Bar Association Probate and Trust Committee. Mr. Whitney obtained a breadth of experience through past service as a bank Trust Officer and in management in both national and regional investment firms. He is admitted to practice in the state courts of Rhode Island, Massachusetts and New York, and in the Massachusetts Federal District Court and the U. S. Tax Court.
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