NEWS & INSIGHTS

The Lynch Law Group is proud to announce that Partner Charles B. Hadad will serve as a featured presenter at an upcoming National Business Institute (NBI) continuing legal education program: “Pennsylvania Estate Administration From Start to Finish.” The live online event takes place on Monday, June 8, 2026, with an on-demand option available for those who cannot attend the live session.

Course Details

Title: “Pennsylvania Estate Administration From Start to Finish”
Date: Monday, June 8, 2026
Time: 9:00 AM – 4:40 PM EDT
Format: Live online through the National Business Institute (NBI)

About the Program

Navigating the estate administration process in Pennsylvania can be complex, time-sensitive, and full of potential pitfalls for even experienced practitioners. This comprehensive full-day program is designed to walk attorneys and other legal professionals through every phase of the process, from opening an estate to final distribution, with a focus on practical guidance that can be applied immediately in practice.

Charles B. Hadad will lead the opening sessions of the program, establishing the foundation attendees need to manage estate matters with confidence:

Session 1: Commencement of Proceedings
Chuck will guide participants through the critical early steps of opening an estate in Pennsylvania, including how proceedings are initiated and what practitioners need to know from day one.

Session 2: Initial Steps to the Estate Administration Process
Building on the first session, Chuck will cover the essential groundwork of estate administration: the key actions, decisions, and documentation required in the early stages that set the tone for the entire matter.

Together, these sessions provide a clear and practical roadmap for getting an estate off on the right foot, helping practitioners avoid costly missteps at the outset.

Who Should Attend

This basic-level online seminar is designed for professionals who want to be more effective in the estate administration process, including:

• Attorneys
• CPAs and Accountants
• Paralegals
• Wealth Managers
• Tax Professionals
• Trust Officers

What You Will Learn

Whether you’re new to estate administration or looking for a practical refresher, this comprehensive program covers the full scope of the process, from opening an estate to final distribution. Attendees will gain real-world, applicable knowledge on proper asset valuation and distribution, taxation, account closing procedures, and how to navigate complex issues like jointly held assets, business ownership, and will contests.

Participants will come away equipped to:

• Meet every deadline, follow proper procedures, and complete essential forms
• Identify key estate administration pitfalls and how to avoid them
• Access helpful forms, sample documents, and checklists to support the process
• Develop strategies to guide clients through every step of the probate process
• Manage the entire estate administration process properly and effectively
• Tackle complex issues such as tax matters, jointly held assets, and will contests
• Properly transfer and distribute assets, including to minors, surviving spouses, and trusts
• Handle insurance claims and debt during estate administration
• Navigate probate court procedures with confidence and avoid common mistakes
• Stay current on allowances and elections against the will

The full-day program covers eight sessions in all:

1. Commencement of Proceedings and Information Gathering
2. Initial Steps to the Estate Administration Process
3. Marshalling Assets
4. Handling Creditor Claims and Debt
5. Complex Issues in Estate Administration
6. Handling Estate Administration Tax Issues
7. Distribution and Closing of the Estate
8. Ethics and Estate Administration

Attend Live or On-Demand

The program will be offered as a live online event on June 8, 2026, giving attendees the opportunity to engage with presenters in real time. Can’t make the live date? The course will also be available on-demand following the event, so you can earn your CLE credits on your own schedule.

Register Today

Don’t miss this opportunity to learn from one of The Lynch Law Group’s trusted estate law attorneys. Secure your spot for “Pennsylvania Estate Administration From Start to Finish” and walk away with the practical knowledge you need to guide clients through every stage of the process.

About the Presenter

Charles Hadad brings decades of sophisticated estate planning and administration experience to practitioners. As a member of The Lynch Law Group’s Estates & Trusts Practice Group, Chuck counsels individuals and businesses in complex matters ranging from estate administration and probate to trust administration, corporate 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.