Charles B. Hadad

Top rated Estate Planning & Probate attorney in Canonsburg, Pennsylvania

The Lynch Law Group, LLC
Charles B. Hadad
The Lynch Law Group, LLC

Practice Areas: Estate Planning & Probate, Estate & Trust Litigation, Business & Corporate; view more

Licensed in Pennsylvania since: 2007

Education: The Thomas M. Cooley Law School

Selected to Rising Stars: 2018 - 2020

The Lynch Law Group, LLC

375 Southpointe Blvd.
Suite 100
Canonsburg, PA 15317 Visit website

Details

Focusing his practice primarily on estate planning and administration, Charles B. Hadad is a partner at The Lynch Law Group, LLC. Located in the firm's office in Canonsburg, Pennsylvania, he provides representation to clients throughout the greater Pittsburgh metropolitan area, including Washington, Butler and Allegheny counties. Admitted to practice in Pennsylvania since 2007, Mr. Hadad is also admitted to practice before the U.S. District Court for the Western District of Pennsylvania.

Mr. Hadad chairs the firm's estates and trusts practice group, and he regularly prepares and reviews wills, revocable and irrevocable trusts, financial and health care powers of attorney, and advance medical directives, tailoring each estate plan to the needs and goals of his client. Mr. Hadad has also assisted clients who have family members with physical or mental disabilities, and he has worked with clients on their charitable giving programs.

In his estate administration practice, Mr. Hadad has had substantial experience in will contests as well as breach of fiduciary duty actions against executors and trustees. He has helped prepare decedents' final income tax returns as well as federal estate and gift tax returns and Pennsylvania Inheritance Tax returns. Outside of the estate area, Mr. Hadad's work includes counseling entrepreneurs with respect to the most appropriate form of legal entity for their new ventures, and he thereafter prepares contracts and provides regulatory compliance advice.

Mr. Hadad is frequently asked to deliver presentations to continuing legal education attendees and other groups on topics related to estate planning and administration. He majored in both history and business administration at the University of Pittsburgh, and he received a Bachelor of Arts in 2002. His legal education was obtained at what was then known as the Thomas M. Cooley Law School, and he was awarded his Juris Doctor with distinction in 2006.

Practice areas

Estate Planning & Probate, Estate & Trust Litigation, Business/Corporate, Family Law, Nonprofit Organizations

Focus areas

Business Formation and Planning, Business Organizations, Child Support, Contracts, Dissolution, Divorce, Estate Planning, Guardianships & Conservatorships, Limited Liability Companies, Living Wills, Marital Property, Name Change, Non-profit & Tax-exempt Organizations, Partnership, Power of Attorney, Prenuptial Agreements, Probate & Estate Administration, Sub-chapter S Corporations, Trusts, Will Contests, Wills

  • 30% Estate Planning & Probate
  • 30% Estate & Trust Litigation
  • 20% Business/Corporate
  • 10% Family Law
  • 10% Nonprofit Organizations

First Admitted: 2007, Pennsylvania

Professional Webpage: https://lynchlaw-group.com/attorney/charles-hadad-attorney/

Pro bono/Community Service:
  • The Court Time Foundation, Healthy Living and Giving Senior Outreach Day, Provide free legal service on estate planning documents, 2017 - 2019
  • Upper Saint Clair School District, Staff Wellness Program, Volunteer Presenter and Provide free legal service for estate planning documents, 2018 - 2019
  • Achievea Family Trust Future Planning Clinic: Volunteer to provide free legal consult for individuals with special needs and their families, 2017
Honors/Awards:
  • Finalist, Distinguished Student Award, The Thomas M. Cooley Law School
  •  Charles Hadad, Partner and Chair of the Estates & Trusts Practice Group at LLG has been named an Outstanding Faculty Award Recipient for 2022 by the National Business Institute (NBI). This recognition comes as a testament to his dedication to education, rich expertise, and wide knowledge base., Outstanding Faculty Member by NBI, National Business Institute, 2022
  • Receiver, Certificate of Merit, Estate Planning Course, The Thomas M. Cooley Law School
Educational Background:
  • University of Pittsburgh, B.A., Business Administration, History, 2002
Bar/Professional Activity:
  • Pennsylvania Bar Association
  • Washington County Bar Association, Member, 2020
  • Allegheny County Bar Association, Member, 2020
  • United States Department of Veteran Affairs, Admitted, 2010
  • Supreme Court of Pennsylvania, Admitted, 2007
  • Allegheny County Bar Association, Probate and Trust Section Council, Member, 2017
  • United States District Court for the Western District of Pennsylvania, Admitted, 2013
Videos:
Scholarly Lectures/Writings:
  • In order to do Estate Planning properly, can involve a significant investment of time and resources. But at times, that is not always possible. For example, when a loved one is seriously ill or incapacitated. Fortunately, there are options, even if no prior documents exist. , Author, Estate Planning in an Emergency, The Lynch Law Group - Legal News, 2023
  • When writing a Last Will and Testament (“Will”), there is an important thing to be aware of: making sure that your Will is able to grow and change with you to allow for all of life’s possibilities. When you and your attorney draft a Will, it is impossible to predict what may happen in the future — but it is not impossible to plan for that future.  , Author, Estate Planning from A-Z, The Lynch Law Group - Legal News, 2023
  • There is a potential update to the SECURE Act on the horizon that could have a big impact on your retirement plans. Congress may often seem slow to act, but several laws have been proposed and passed, and they could affect you. We are always on the lookout for prospective laws that could impact your planning goals. In 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act of 2019, or the SECURE Act, intended “to encourage retirement savings.” On March 29, 2022, the House passed the bill, The Securing a Strong Retirement Act of 2021, commonly referred to as the SECURE Act 2.0. If this bill becomes a law after passing through the Senate and President’s desk, its many changes to the original SECURE Act may change how you should handle your retirement plans., Co-Author, SECURE Act 2.0: How It Could Affect Your Retirement Plans, The Lynch Law Group - Legal News, 2022
  • If you have a child heading off to college, it can feel like there are a million things you need to get before they leave; from dorm room essentials, to textbooks, to a stash of their favorite snacks. But here are some things you need to consider as a parent preparing for their adult child to leave the nest for college that don’t appear on most school shopping lists — and are more important than string lights or a bag of sour gummy worms., Author, 4 Documents You Must Have Ready Before Your Child Goes Off to College, The Lynch Law Group - Legal News, 2022
  • As many of you are aware, the Coronavirus Aid, Relief, and Economic Security, or “CARES Act”—the third emergency bill that Congress has passed in response to the novel coronavirus (COVID-19) pandemic—was signed into law on Friday, March 27, 2020., Author, The CARES Act Waives 2020 RMDs For Individuals, The Lynch Law Group - Legal News, 2020
  • June 2020 is shaping up to be a very attractive month for estate planning. As we maneuver through these uncertain times in light of COVID-19, one popular estate planning strategy under the spotlight are the benefits of a grantor retained annuity trust, better known as a “GRAT”., Author, Grantor Retained Annuity Trust – June Never Looked So Good, The Lynch Law Group - Legal News, 2020
  • Amid the COVID-19 crisis, many are wondering about the requirements and recommendations for executing estate planning documents. We have compiled a list of the minimum statutory requirements for the critical estate planning documents. In addition, we have included recommendations for additional steps to take in executing each of the documents. The information is not intended to provide legal advice to any specific situation and, as always, we are available to discuss your individual needs., Co-Author, Executing Estate Planning Documents During COVID-19, The Lynch Law Group - Legal News, 2020
  • Get a complete picture of the key tasks and procedures required and advised for administering the estate: from the first notices to discharge of the fiduciary. This course can serve as an introduction or a basic refresher, Instructor, Estate Administration From A to Z (CLE), National Business Institute, Legal, Accounting, Finance, 2019
  • CLE Program -  From petition to inventory to creditors to closing - this comprehensive, all-inclusive probate program walks you step by step through the process and procedures, Instructor, Probate: Everything You Need to Know, National Business Institute, Legal, Accounting, Finance, 2019
  • Topics Covered:  Key legal terms and concepts surrounding the drafting and administration of trusts: the fine points of revocable and irrevocable trusts, as well as living and testamentary trusts, Instructor, Trusts: The Ultimate Guide (CLE), National Business Institute, Finance, Accounting, Legal, 2018
  • Topics include tax reporting and post-mortem tax matters, including: Final Tax Returns Timeline, Forms and Filing Procedure Requesting Deadline Extensions Income Tax Considerations in Probate Selecting a Tax Year: Calendar or Fiscal? Decedent’s Final Income Tax Return Estate Income Tax Return Tax on Income Earned by Estate after Decedent’s Death Beneficiary Income Tax Considerations Proper Use of Disclaimers and Valuation Discounts Claiming Estate Tax Portability Estate and Gift Tax Considerations – When do You Need to File Form 706? Coordinating with Decedent’s Accounting or Investment Advisors GST Tax Implications Handling Common Property Tax Issues, Instructor, The Probate Process from Start to Finish (CLE), National Business Institute, Legal, Accounting, Finance, 2018
  • This National Business Institute Course is a basic-to-intermediate level seminar designed for paralegals, legal assistants, legal secretaries and other legal support staff who want to increase their effectiveness when working within the probate process, Instructor, The Probate Process From Start to Finish for Paralegals (CLE), National Business Institute, Legal, 2018
  • Key topics: Naming executors or trustees Naming a guardian for young children Providing instructions for distribution of assets Naming a trustee for children’s inheritance Reviewing insurance needs Planning for a disability Handling debt, Instructor, Estate Planning Techniques for Younger Clients, Pennsylvania Bar Institute, Legal, Accounting, Finance, 2018
  • Participants learned how to develop and execute an estate plan that will adapt to a client’s changing needs and how to protect clients by ensuring that their estate documents work together, Instructor, Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts (CLE), Pennsylvania Bar Institute, Finance, Accounting, Legal, 2017
  • Tax reform is here. President Trump signed the “Tax Cuts and Jobs Act” into law on December 22, 2017. The new law will affect millions of Americans in one way or another. If you’re wondering how it will  will impact you or your business, here are some highlights of the bill’s major provisions, Author, It's Official... Federal Tax Reform, The Lynch Law Group - Legal News, All Industries And General Public, 2017
  • Chuck discussed effective estate administration including responding to creditors’ claims, responsible management of estate cash, insolvency, disclaimers and partial distributions and also the discovery and application of the laws of intestacy, Instructor, The Probate Process From Start to Finish (CLE), National Business Institute, Legal, Accounting, Finance, 2017
  • Article, Author, One Item That Must Be On Your College Checklist, The Lynch Law Group Legal News, 2017
  • Presentation covered the use of revocable trusts, including advantages, disadvantages and special tax issues and also the topic of sophisticated beneficiary choices in IRAs and trusts, including spousal rights, distribution rules and the Roth IRA., Instructor, The Complete Trust Course (CLE), Half Moon Publishing, Legal, Accounting, Finance, 2017
  • CLE program, Instructor, Estate Planning: Beyond the Basics, Pennsylvania Bar Institute, 2017
  • CLE program, Instructor, The Ultimate Guide to Wills and Trusts, National Business Institute, 2017
  • CLE program, Instructor, Estate Planning (CLE), Halfmoon Education, 2016
  • Article, Author, What Washington County Property Owners Need To Know About Their Property Reassessment, The Lynch Law Group Legal News, 2016
  • Article, Author, Update! Washington County Property Reassessment: Reviewing Your Final Assessment And Navigating The Appeal Process, The Lynch Law Group Legal News, 2016
  • Article, Author, 4 Important Reasons Why A Revocable Trust May Be The Right Solution To Meet Your Estate Planning Goals, The Lynch Law Group Legal News, 2016
  • CLE program, Presenter, Probate: Everything You Need to Know, National Business Institute, 2016
  • CLE program, Presenter, Estate Planning: Beyond the Basics, Pennsylvania Bar Institute, 2015
  • CLE program, Presenter, Estate Planning for Younger Couples, Pennsylvania Bar Institute, 2015
  • CLE program, Presenter, My Client Died, Now What? - Estate Administration, Pennsylvania Bar Institute, 2015
  • CLE program, Presenter, Federal Fiduciary Income Tax Workshop, Foxmoor, 2015
  • CLE program, Presenter, Drafting a Last Minute Estate Plan, Pennsylvania Bar Institute, 2015
  • CLE program, Presenter, Fundamentals of Estate Planning, Pennsylvania Bar Institute, 2014
  • CLE program, Presenter, The Probate Process from Start to Finish, National Business Institute, 2014
  • Article, Author, How To Protect Inherited Iras From Creditors After The Clark V. Rameker Decision, The Lynch Law Group Legal News, 2014
  • CLE program, Presenter, How Assets Pass Upon Death, National Academy of Continuing Legal Education, 2013
  • CLE program, Presenter, Fundamentals of Estate Planning, Pennsylvania Bar Institute, 2012
Industry Groups:
  • Estate And Trusts

Office location for Charles B. Hadad

375 Southpointe Blvd.
Suite 100
Canonsburg, PA 15317

Phone: 724-330-4893

Selections

3 Years Rising Stars
  • Rising Stars: 2018 - 2020

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