Tag Archives: Estate Planning

Dynasty Trusts Offer Tax and Nontax Advantages

Dynasty Trusts Preserve Wealth for Future GenerationsDynasty 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
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4 Key Benefits of a Revocable Trust

Benefits of a Revocable TrustThese 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 …

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Chuck Hadad Will Teach Estate Planning Techniques For Younger Clients

Chuck Hadad, Chair of Estates and Trusts

Chuck Hadad

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, …

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How To Retire in a Tax-Friendly State

Lisa Goddy, Esq.

Lisa Goddy, Esq.

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 …

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Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts

Attorney Charles B. HadadChuck 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 …

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Chuck Hadad Will Teach The Complete Trust Course

Attorney Charles B. Hadad

Chuck Hadad, Chair of Estates and Trusts

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 …

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Building an Estate Planning Team

An estate planning team of professionals meet with client to discuss goals.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 …

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Estate Planning: Beyond the Basics

Charles B. Hadad Esq., Estates and Trusts Attorney, The Lynch Law Group

Charles B. Hadad, Esq.

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 …

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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

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Proposed Treasury Regulations Section 2704: Sweeping Changes to Valuation Discounts for Family Owned Businesses

Business Succession Planning MeetingIf 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 …

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