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Tag Archives: Estate Planning
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
These 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 …
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, Estate Planning …
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 public is invited …
Chuck 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 …
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 offers continuing education credits to accountants, attorneys, …
The estate planning process can be complicated, even daunting. Developing a comprehensive plan will most often require the service of a hand-picked and fine-tuned team of professionals to assist and advise you in the analysis of your financial situation and …
Chuck Hadad, Chair of the Estates and Trusts Group, has been selected as a panelist for the Pennsylvania Bar Institute’s continuing legal education program, Estate Planning: Beyond the Basics.
Participants will earn 5.00 hours of substantive credits and 1 hour …
Charles Hadad, Chair of the Estates and Trusts Group at The Lynch Law Group, has been selected by the National Business Institute as a member of the faculty for the continuing legal education seminar, The Ultimate Guide to Wills and …
Proposed Treasury Regulations Section 2704: Sweeping Changes to Valuation Discounts for Family Owned Businesses
If you own a family business and are considering transferring interests in your business to other family members through a succession plan, it’s important to gain a thorough understanding of the potential impact of recently proposed Treasury Regulations under Section …