Episode 12 | Charles Hadad

Episode Notes

In this episode, we sit down with our own colleague, Partner and Estates & Trusts Chair Charles Hadad of The Lynch Law Group, for a deep dive into business succession planning.

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About Charles Hadad

Charles Hadad is a Partner and Chair of the Estates and Trusts Practice Group at The Lynch Law Group. 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.

Chuck has broad experience in advising clients in all facets of estate planning and estate administration. He works closely with clients in the preparation of documents that fit their customized needs, including revocable and irrevocable trusts, special needs trusts and charitable gift/trust planning, and in preparing decedent final personal income tax returns, Federal Estate Tax returns, Pennsylvania Inheritance Tax returns, Federal Gift Tax returns and fiduciary income tax returns for estates and trusts.

An experienced litigator for Orphans’ Court matters across Western and Central Pennsylvania, Chuck has served successfully in capacity for The Commonwealth of Pennsylvania and represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty throughout the course of estate and trust administration.

In the realm of business law, he focuses on helping clients with business formations, drafting and negotiating internal governance documents, and often with the purchase or sale of a family business.

Chuck speaks frequently about estate planning and estate and trust administration to various organizations and presents numerous continuing legal education seminars each year. He is a member of the Allegheny County Bar Association and its Probate & Trust Section. He also is a member of the Pittsburgh Estate Planning Council.

Chuck earned his J.D. with honors from The Thomas M. Cooley Law School in Lansing, Michigan, where he was a finalist for the Distinguished Student Award and received the Certificate of Merit in the Estate Planning course. He has a Bachelor of Arts degree in History and Business Administration from the University of Pittsburgh.

Connect with Charles Hadad

About Pittsburgh Business Insights

Starting a business: three words that require plenty of planning. On Pittsburgh Business Insights, The Lynch Law Group interviews Pittsburgh entrepreneurs and uncovers what makes business boom in the Steel City. Whether you are growing your own company, looking to improve your practices, or simply interested in the advice of Pittsburgh professionals, tune in for ideas and inspiration from Pittsburgh’s top business leaders.