Brian E Barreira

118 Long Pond Road, Plymouth, MA

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0.0 / 5
Data reflects the status as of the latest update. Updates are typically done monthly.

License

License ID number: -

Licensed in: -

Year admitted: -

Education

1990
Boston University School of Law, LL.M. (Masters) in Taxation
1984
Boston University School of Law, JD - Juris Doctor
1980
Boston College, BS - Bachelor of Science

Publications

2013:
elderlaw.info, Should You Ever Buy an Immediate Annuity at a Bank?
2013:
elderlaw.info, Is It a Good Idea for an Elderly Person to Purchase a Deferred Annuity?
2013:
elderlaw.info, Protecting Assets and Maximum Income for the Community Spouse When Applying for MassHealth in 2013 to Help Pay for the Unhealthy Spouse’s Nursing Home Bills in Massachusetts
2013:
elderlaw.info, Is a Deferred Annuity Helpful from a Medicaid or MassHealth Standpoint?
2013:
elderlaw.info, Should You Buy a Deferred Annuity at a Bank?
2012:
elderlaw.info, Can the Agent under a Durable Power of Attorney Hire a New Lawyer?
2012:
elderlaw.info, Supreme Judicial Court Rules That Trusts Were Ineligible for Homestead Protection Under Pre-March 25, 2011 Massachusetts Law
2012:
elderlaw.info, Should a MassHealth Applicant Accept Help from the Nursing Home’s Lawyer to Appeal a MassHealth Denial?
2012:
elderlaw.info, Can the Surviving Spouse Roll Over an IRA Payable to the Deceased Spouse’s Estate?
2012:
elderlaw.info, Should You Place Restrictions on the Organ Donation Process (in Case Pain Can Still Be Felt)?
2012:
elderlaw.info, Why Is It Important that a Massachusetts Power of Attorney Be “Durable” and Detailed?
2012:
elderlaw.info, What Can Happen If You Become Mentally Incapacitated in Massachusetts But Have Not Executed a Durable Power of Attorney?
2012:
Massachusetts Continuing Legal Education, Inc. ("MCLE"), Tax Considerations Regarding Trusts, Estate Planning for the Aging or Incapacitated Client in Massachusetts
2012:
elderlaw.info, Income Tax Planning for the Terminally Ill or Recently Deceased Person
2011:
elderlaw.info, Life Estate Can Be “Retained” for Estate Tax Purposes under Internal Revenue Code Section 2036 without Being Reserved in Deed
2011:
elderlaw.info, Using Reserved Special Powers of Appointment in Medicaid Planning
2011:
elderlaw.info, How Does the Massachusetts Medicaid Program Treat a Sale of a Life Estate?
2011:
elderlaw.info, New Massachusetts Law Allows Trusts to Be Established to Take Care of Pets
2010:
elderlaw.info, Should Retired Persons Consider Converting Their IRAs to Roth IRAs?
2010:
elderlaw.info, A Primer for Elder Law Attorneys on Avoiding the Inadvertent Creation of General Powers of Appointment in Durable Powers of Attorney and Trusts
2010:
elderlaw.info, When Is a Special Needs Trust Considered a Qualified Disability Trust for Federal Income Tax Purposes?
2010:
elderlaw.info, Traps for the Unwary Regarding the Modified Carryover Basis Rules for 2010 Deaths
2010:
elderlaw.info, Massachusetts Supreme Judicial Court Rules Favorably on Validity of Postnuptial Agreements
2010:
elderlaw.info, Are You Personally Responsible for Your Spouse’s Nursing Home Bills in Massachusetts?
2010:
elderlaw.info, Is Your Massachusetts Durable Power of Attorney Still Valid?
2010:
elderlaw.info, In Medicaid Planning, Some Trusts Can Put Elderly Persons in a Worse Position Than If They Had Taken No Action At All
2010:
elderlaw.info, Caregiver Authorization Affidavit Allows Appointment of Temporary Decision Maker for Minor Child
2010:
elderlaw.info, Jointly-Held Assets in Massachusetts: The Good, the Bad and the Ugly
2010:
elderlaw.info, Executors of 2010 Estates Now Have Choice of Two Different Tax Laws, and Obtaining a Step-up in Basis is Much Easier
2010:
elderlaw.info, A Question for Practicing Lawyers: Could It Be Legal Malpractice to Ignore Long-Term Care Insurance?
2010:
elderlaw.info, What Is the Adjusted Basis of Common Stock Received from Demutualized Life Insurance Companies?
2010:
elderlaw.info, Charitable Remainder Trust Allows Sale of Appreciated Assets Without Immediate Capital Gains Tax
2010:
elderlaw.info, Doherty Case Should Cause Some Concern about Irrevocable Medicaid Trusts in Massachusetts
2010:
elderlaw.info, Problems with Outright Gifts in the Medicaid Planning Context
2010:
elderlaw.info, Massachusetts Probate Court Judge Orders 2 Lawyers to Pay $328,770.97 Back to Estate
2001:
Estate Planning journal, Proper Medicaid Planning Can Keep the Home in the Family
2001:
National Academy of Elder Law Attorneys (NAELA), An Analysis of Various Types of Transfers of the Home: Tax and Medicaid Issues
2000:
National Academy of Elder Law Attorneys (NAELA), Gifting Powers and Other Drafting Concerns with Powers of Attorney
2000:
Massachusetts Bar Association, Tax and Health Care Planning for the Terminally Ill Client
1999:
National Academy of Elder Law Attorneys (NAELA), Tax, Trust and Health Care Planning for the Terminally Ill Client
1998:
National Academy of Elder Law Attorneys (NAELA), Tax Traps for the Unwary
1997:
Estate Planning magazine, Using a Charitable Remainder Annuity Trust to Pay for Long-Term Care Insurance
1996:
Massachusetts Continuing Legal Education, Inc. ("MCLE"), Estate Planning for the Disabled Beneficiary
1996:
Massachusetts Bar Association, Estate Planning for Incapacitated Persons in the Probate Court
1995:
Massachusetts Lawyers Weekly, An Overview of Estate Planning on Behalf of Incompetent Persons
1995:
National Academy of Elder Law Attorneys (NAELA), Basic Tax Planning for the Principal Residence
1995:
National Academy of Elder Law Attorneys (NAELA), Using Testamentary Trusts in Medicaid and Tax Planning
1994:
Massachusetts Continuing Legal Education, Inc. ("MCLE"), Preserving and Transferring the Principal Residence
1993:
National Academy of Elder Law Attorneys (NAELA), Trust & Tax Issues in Transferring Principal Residence
1992:
National Academy of Elder Law Attorneys (NAELA), Using Special Powers of Appointment in Medicaid Planning
1992:
National Academy of Elder Law Attorneys (NAELA), Combining Long-Term Care Insurance with an Immediate Annuity
1992:
American Bar Association publication, Using Long-Term Care Insurance to Cover the Medicaid Disqualification Period
1992:
American Bar Association publication, Your Client's Right to Say No: A Nursing Home Is Not Inevitable, Especially If the Goal Is Home Health Care
1991:
National Academy of Elder Law Attorneys (NAELA), Structuring Intrafamily Sales Requires Attention to Federal Tax Consequences
1991:
National Academy of Elder Law Attorneys (NAELA), Federal Taxation of Gifts and Trusts in the Elder Law Context
1991:
Estate Planning magazine, Medicaid Trusts: Resolving the Income Tax Issues
1991:
American Bar Association publication, Despite Medicaid Transfer Restrictions, Late Transfers Can Save the Home
1990:
Probate and Property Journal (ABA), Using Special Powers in Medicaid Trusts
1990:
National Academy of Elder Law Attorneys (NAELA), The Use of Trusts in the Elder Law Practice
1990:
Practical Lawyer, Counseling the Client on the Community Spouse Resource Allowance
1990:
Estate Planning magazine, Despite Medicaid Transfer Restrictions, the Home May Still Be Kept in the Family
1989:
Estate Planning magazine, An Irrevocable Grantor Trust Can Assure Eligibility for Medicaid
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