Charles Hadad Will Instruct National Webinar on Estate Planning

HalfMoon Education Has Selected Charles Hadad to Instruct Estate Planning Webinar

estate planning seminar

Charles Hadad will teach fundamentals of estate planning, retirement asset planning, and business succession planning strategies as part of a continuing education program for attorneys, accountants, and financial planners offered by HalfMoon Education.

The program is offered nationally in webinar format on Monday, October 26, 2020. Charles Hadad, who chairs the Estates and Trust Practice at The Lynch Law Group, will discuss the following:

Fundamentals of Estate Planning

  • The basics of planning for incapacity
  • The basics of asset transfers at death
  • Basics of estate and gift tax planning
  • Recognizing ethics issues in estate planning

Retirement Asset Planning

  • Minimum distribution rules
  • Fixing less-than-perfect beneficiary designations
  • Common estate planning strategies

Business Succession Planning

  • Using buy-sell agreements
  • Using family limited partnerships
  • Valuing business and partnership interests

The complete outline and registration information are available at HalfMoon Education

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