NEWS & INSIGHTS

November 5, 2025

Charles B. Hadad to Present “Aligning Your Estate Plan – How to Fund Your Estate Plan”

By Charles B. Hadad

Continuing Legal Education Seminars

Charles B. Hadad, Equity Partner and Chair of the Estates and Trusts Practice Group at The Lynch Law Group, will present a crucial CLE session on estate plan funding at the PBI Estate Law Institute 2025.

This essential presentation will take place on Thursday, November 13, 2025, as part of Day Two of the Institute—a comprehensive two-day continuing legal education program bringing together leading practitioners, judges, and scholars to explore the latest developments, strategies, and challenges in trusts and estate law.

Session Details

Title: “Aligning Your Estate Plan – How to Fund Your Estate Plan”
Time: 3:30 – 4:30 pm
Location: The Wanamaker Building, 10th Floor East/West Conference Rooms
1300 Market Street, Philadelphia, PA

What You’ll Learn

You’ve updated or completed your foundational estate planning documents—now what? Charles’s session will provide practical guidance on the critical next steps:

Understand the distinction between Probate and Non-probate alignment – Learn how different assets flow through or around the probate process
Master joint titling considerations – Discover how joint ownership supersedes your estate plan and when TOD (Transfer on Death) or ITF (In Trust For) multi-party account designations may be appropriate to incorporate
Navigate Revocable Trust alignment – Get clear answers on which assets need to align with your Revocable Trust and how to complete that task for real estate, closely held business interests, retirement accounts, and more

About the Presenter

Charles Hadad brings decades of sophisticated estate planning and administration experience to practitioners. As Chair of The Lynch Law Group’s Estates and Trusts Practice Group, Charles counsels individuals and businesses in complex matters ranging from estate administration and probate to trust administration, corporate planning, and real estate transactions.

Registration Information

Don’t miss this opportunity to gain practical insights that you can immediately apply in your practice. Whether you’re looking to deepen your technical knowledge or refine your approach to estate plan implementation, Charles will equip you with the tools to guide clients from documentation to proper funding.

Secure your spot today at: https://www.pbi.org/product/estate-law-institute-2025-day-two-philadelphia/

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About Charles B. Hadad

Charles B. Hadad is an Equity Partner and Chair of the Estates & Trusts Practice Group and is a member of the Business Succession Planning, Elder Law, and Business & Corporate Law Practice Groups. He concentrates his practice in estate administration, probate, estate planning, trust administration, corporate and business planning, and real estate transactions. Chuck counsels individuals and businesses in a variety of complex matters and enjoys working one-on-one with clients to help them reach their goals.