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Tag Archives: Estate Planning
Dynasty Trusts Offer Tax and Nontax Advantages
Dynasty Trusts – Preserving Your Wealth For Multiple Generations
Overview
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
4 Key Benefits of a Revocable Trust
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 …
Posted in Legal Watch, Estates and Trusts
Tagged Estate Planning, Wills, Trusts, Revocable Trust, Probate
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Chuck Hadad Will Teach Estate Planning Techniques For Younger Clients
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 …
How To Retire in a Tax-Friendly State
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 …
Posted in Legal Watch, Estates and Trusts, Events
Tagged Estate Planning, Retirement Planning
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Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts
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 …
Posted in Legal Watch, Estates and Trusts, Events
Tagged Estate Planning, Wills, Trusts, Power of Attorney, CLE
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Chuck Hadad Will Teach The Complete Trust Course
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, …
Posted in Legal Watch, Estates and Trusts, Events
Tagged Estate Planning, Estate Administration, CLE
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Building an Estate Planning Team
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 …
Estate Planning: Beyond the Basics
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 …
The Ultimate Guide to Wills and Trusts
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 …
Posted in Legal Watch, Estates and Trusts, Events
Tagged Estate Planning, Estate Administration, Wills, Trusts
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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 …
