Tag Archives: Estate Planning

Chuck Hadad Will Teach The Complete Trust Course

Posted on September 13, 2017

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, … →

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Building an Estate Planning Team

Posted on May 1, 2017

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

Posted on April 24, 2017

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 of ethics credit. The program … →

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The Ultimate Guide to Wills and Trusts

Posted on March 1, 2017

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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Valuation Discounts for Family Owned Businesses

Posted on November 9, 2016

Proposed Treasury Regulations May Bring Sweeping Changes to Valuation Rules 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 … →

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Estate Planning – HalfMoon Education Seminar

Posted on August 17, 2016

Charles Hadad, head of the Estates and Trusts team at The Lynch Law Group, has been selected as a member of the faculty for the upcoming seminar Estate Planning, to be presented by HalfMoon Education Inc., on September 29th at the … →

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The ABLE Act – New Pennsylvania Law Provides Additional Tool For Special Needs Planning

Posted on May 4, 2016

The federal Achieving a Better Life Experience (“ABLE”) Act was enacted in December 2014. The federal law authorizes each state to develop their own ABLE programs, and many states have moved quickly to implement ABLE, including Pennsylvania, where on April … →

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Drafting a Last Minute Estate Plan for the Sick or Dying Client

Posted on November 10, 2015

Charles Hadad, Head of the Estates and Trusts Practice Group, will instruct the Pennsylvania Bar Institute course, Drafting a Last-Minute Estate Plan for the Sick or Dying Client. The program will be held from 9:00 a.m. until 1:15 p.m. on … →

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4 Reasons Why You Need An Estate Plan

Posted on October 8, 2015

Many people believe that estate planning services are needed only by those who are very wealthy…and/or older. Many others know they should have a plan in place and fully intend to get around to it…eventually. The fact is, the time … →

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Gifting Can Be A Valuable Estate Planning Tool

Posted on August 7, 2015

Understand the Tax Implications and Effect on Your Estate Plan Before You Give Are you planning to give a special gift to a deserving graduate? Are you curious about the tax consequences of that gift? The Internal Revenue Service provides … →

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