AWARDS

• Managing Office Partner - Southpointe
• Chair of Estates and Trust Practice Group
• Honors/Awards:
  Finalist, Distinguished Student Award, The Thomas M. Cooley Law School
  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
  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
• 
  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
• 
  Pennsylvania Super Lawyers Rising Star - Three Years 2018, 2019, 2020

 

Videos:

Attorney Charles Hadad discusses how your estate is distributed to your heirs if you die without a will in Pennsylvania., Estate Planning Strategy: What happens if I die without a will?, 2020
Charles Hadad, Chair of the Estates & Trusts Group discusses The Lynch Law Group's capabilities and approach to serving clients., Attorney Charles Hadad, Overview of Estates & Trusts Practice, 2020
Attorney Charles Hadad touches on the key benefit of implementing a GRAT in your estate plan - passing wealth to your heirs free of federal estate tax and gift tax. Read our blog post for more information., June Never Looked So Good For Estate Planning - GRAT, 2020
Charles Hadad discusses the SECURE Act and the 10-Year Rule – a shorter window for beneficiaries to take RMDs. #secureact #estateplanning #rmd, The Secure Act - Attorney Chuck Hadad, 2020

Scholarly Lectures/Writings:

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

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