Charles Hadad is an Equity Partner and Chair of the Estates and Trusts Practice Group. Chuck also serves as partner in charge for the firm’s Southpointe office. He concentrates his practice in estate administration, probate, estate planning, trust administration, corporate and business 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 customized goals.
Chuck has broad experience in advising clients in all facets of estate planning and estate administration. He works closely with clients in the preparation of documents that fit their customized needs, including revocable and irrevocable trusts, special needs trusts, SLATS, GRATS, QPRTS, Asset Protection, and charitable gift/advanced trust planning, and in preparing decedent final personal income tax returns, Federal Estate Tax returns, Pennsylvania Inheritance Tax returns, Federal Gift Tax returns and fiduciary income tax returns for estates and trusts.
An experienced litigator for Orphans’ Court matters across Western and Central Pennsylvania, Chuck has served successfully in capacity for The Commonwealth of Pennsylvania and represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty.
In the realm of business law, he focuses on helping clients with business formations, drafting and negotiating internal governance documents, exit strategy, and business succession planning.
Chuck has been named an outsanding faculty member by the National Business Institute (NBI). He also speaks frequently about estate planning, death tax planning, and estate and trust administration to various organizations and presents numerous continuing legal education seminars each year. He is a member of the Allegheny County Bar Association and its Probate & Trust Section, as well as the Washington County Bar Association.
Chuck earned his J.D. with honors from The Thomas M. Cooley Law School in Lansing, Michigan, where he was a finalist for the Distinguished Student Award and received the Certificate of Merit in the Estate Planning course. He has a Bachelor of Arts degree in History and Business Administration from the University of Pittsburgh.
Representative Experience
- Successfully argued before the Commonwealth Court, Superior Court, and the Supreme Court of Pennsylvania.
- Well-versed in tax preparation including REV-1500 Inheritance Tax, Federal Estate Tax, Federal Gift Tax, Fiduciary Income Tax and Deceased, and Final Personal Income Tax.
- Served as local, outside counsel for the Commonwealth of Pennsylvania, Department of Public Welfare (third party liability, special needs trust, and estate recovery divisions).
- Served as local, outside counsel for the Commonwealth of Pennsylvania, Department of Revenue, Inheritance Tax Division (Orphans’ Court Citations and Appeals).
Recent Articles by Charles Hadad
- Celebrating Excellence: Attorney Charles Hadad Named Outstanding Faculty Member
- Estate Planning from A-Z
- Estate Planning in an Emergency
- SECURE Act 2.0: How It Could Affect Your Retirement Plans
- 4 Documents You Must Have Ready Before Your Child Goes Off To College
- Probate Basics
- Healthcare Power of Attorney MUST Be on Your College Checklist
- How Much Can I Gift? A Guide to Gifting and Taxes
- What Happens To My Digital Assets When I Die?
- June Never Looked So Good for Estate Planning
- Executing Estate Planning Documents During COVID-19
- CARES Act – Waiver of 2020 Required Minimum Distributions
- PA Dept. of Revenue, Inheritance Tax Division: Procedures in Response to COVID-19
- Pennsylvania Inheritance Tax Has Changed For Some Children
- Dynasty Trusts Offer Tax and Nontax Advantages
- 4 Key Benefits of a Revocable Trust
- Building an Estate Planning Team
