Category Archives: Estates and Trusts

Dynasty Trusts Offer Tax and Nontax Advantages

Apr
05
2018

Dynasty Trusts Preserve Wealth for Future GenerationsDynasty Trusts – Preserving Your Wealth For Multiple Generations

Overview

You should consider a Dynasty Trust as part of your estate plan if you want to:

  • provide for your children and their descendants by keeping your wealth in the bloodline
Posted in Legal Watch, Estates and Trusts

4 Key Benefits of a Revocable Trust

Mar
15
2018

Benefits of a Revocable TrustThese 4 Key Benefits of a Revocable Trust Might Make it the Right Solution to Meet Your Estate Planning Goals

People often assume that a Last Will and Testament (“Will”) is the most effective estate planning tool for passing on …

Posted in Legal Watch, Estates and Trusts

It’s Official…Federal Tax Reform!

Dec
27
2017

Federal Tax Reform Wondering How Tax Reform Will Affect You or Your Business?

Tax reform is here. President Trump signed the “Tax Cuts and Jobs Act” into law on December 22, 2017. The new law will affect millions of Americans in …

Posted in Legal Watch, Corporate, Business Succession Planning, Estates and Trusts, Family Law

Chuck Hadad Will Teach Estate Planning Techniques For Younger Clients

Dec
20
2017
Chuck Hadad, Chair of Estates and Trusts

Chuck Hadad

Chuck Hadad, Chair of the Estates and Trusts Practice, will share his expertise in working with younger clients to develop an estate plan that meets their specific needs. As part of the Pennsylvania Bar Institutes’s continuing education program, …

Posted in Estates and Trusts, Events

Chuck Hadad Will Instruct NBI’s Course on Probate

Dec
01
2017
Attorney Charles B. Hadad

Charles B. Hadad

Chuck Hadad, Chair of the Estates and Trusts Group, will instruct the National Business Institute’s continuing education program, The Probate Process From Start to Finish on December 20, 2017 at the Crowne Plaza Pittsburgh South.

This seminar …

Posted in Legal Watch, Estates and Trusts, Events

How To Retire in a Tax-Friendly State

Oct
24
2017
Lisa Goddy, Esq.

Lisa Goddy, Esq.

Estates and trusts lawyer, Lisa Goddy, will join William Wolfe of Fragasso Advisors and Kathy Bell of K. A. Bell, CPA, for an informative discussion about the advantages of choosing to retire in a tax-friendly state.

The …

Posted in Legal Watch, Estates and Trusts, Events

Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts

Sep
18
2017

Attorney Charles B. HadadChuck Hadad, Chair of the Estates and Trusts Group, will instruct the Pennsylvania Bar Institute’s continuing legal education program, Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts on October 16, 2017 at the PBI Professional Development Conference Center in …

Posted in Legal Watch, Estates and Trusts, Events

Chuck Hadad Will Teach The Complete Trust Course

Sep
13
2017
Attorney Charles B. Hadad

Chuck Hadad, Chair of Estates and Trusts

Chuck Hadad, Chair of the Estates and Trusts Group, will instruct Halfmoon Education’s continuing education program, The Complete Trust Course on October 24, 2017 at the Crowne Plaza Pittsburgh – Greentree.

This seminar …

Posted in Legal Watch, Estates and Trusts, Events

Healthcare Power of Attorney MUST Be on Your College Checklist

Aug
04
2017

College student with healthcare power of attorney discusses health issues with physicians

Do You Have Healthcare and Financial Powers of Attorney for Your College Student?

If you are one of the many parents making preparations to send a son or daughter off to college in the next few weeks, you probably have …

Posted in Legal Watch, Estates and Trusts

3 Essential Steps to Business Succession Planning – Part 1

Jun
26
2017

business succession plan

A Successful Business Succession Plan Requires

You are beginning to think about retirement. You have been actively involved in building your business for years and have seen its continued success. You may have a child in the business, or you …

Posted in Legal Watch, Business Succession Planning, Estates and Trusts