Estates and Trusts

The ABLE Act – New Pennsylvania Law Provides Additional Tool For Special Needs Planning

May 04 2016
boy with special needs and father smiling outside

The federal Achieving a Better Life Experience (“ABLE”) Act was enacted in December 2014. The federal law authorizes each state to develop their own ABLE programs, and many states have moved quickly to implement ABLE, including Pennsylvania, where on April … →

Posted in Estates and Trusts, Legal Watch

Drafting a Last Minute Estate Plan for the Sick or Dying Client

Nov 10 2015
young woman and elderly man

Charles Hadad, Head of the Estates and Trusts Practice Group, will instruct the Pennsylvania Bar Institute course, Drafting a Last-Minute Estate Plan for the Sick or Dying Client. The program will be held from 9:00 a.m. until 1:15 p.m. on … →

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events

4 Reasons Why You Need An Estate Plan

Oct 08 2015
young parents playing on lawn with two children

Many people believe that estate planning services are needed only by those who are very wealthy…and/or older. Many others know they should have a plan in place and fully intend to get around to it…eventually. The fact is, the time … →

Posted in Estates and Trusts, Legal Watch

Gifting Can Be A Valuable Estate Planning Tool

Aug 07 2015
college students at graduation ceremony

Understand the Tax Implications and Effect on Your Estate Plan Before You Give Are you planning to give a special gift to a deserving graduate? Are you curious about the tax consequences of that gift? The Internal Revenue Service provides … →

Posted in Estates and Trusts, Legal Watch

Federal Fiduciary Income Tax Workshop

May 05 2015
calculator pen and spreadsheet

Charles Hadad, Chair of the Estates and Trusts Practice Group, will join Michele Conti, Mary Jo Corsetti, and Erik Scully in teaching the Foxmoor Continuing Education seminar, Federal Fiduciary Income Tax Workshop. The program takes place from 8:00 a.m. – … →

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events

Estate Planning For Younger Couples

Apr 24 2015
young couple hugging

Charles Hadad, Head of the Estates and Trusts Practice Group, will be one of the instructors for the Pennsylvania Bar Institute course, Estate Planning for Younger Couples. The program will be held in Pittsburgh on May 19 from 9:00 a.m. … →

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events

My Client’s Dead. Now What?

Apr 21 2015
couple mourning with rose on headstone

Charles Hadad, Chair of the Estates and Trusts Practice Group, will serve on the faculty for the Pennsylvania Bar Institute upcoming CLE course,  My Client’s Dead. Now What?  The program is designed to address some of the “after death” questions … →

Posted in Continuing Legal Education Seminars, Estates and Trusts, Events

Important Changes To Pennsylvania’s Power of Attorney Law Could Affect Your Estate Plan

Mar 09 2015
hands holding pen signing contract

Pennsylvania has updated its Power of Attorney Act, effective January 1, 2015. One of the major changes was the execution of Powers of Attorney (POAs). For example, when you sign your POA, it must be witnessed by two people and notarized. … →

Posted in Estates and Trusts, Legal Watch

How To Protect Inherited IRAs From Creditors After The Clark v. Rameker Decision

Oct 27 2014
pile of coins in front of clock

In a recent decision, Clark v. Rameker, the U.S. Supreme Court unanimously held that inherited IRAs are not exempt from the beneficiary’s creditors because inherited IRAs are not “retirement funds” within the meaning of 11 USC §522(b)(3)(C) of the federal … →

Posted in Estates and Trusts, Legal Watch