ATTORNEY
Jonathan H. Ellis
jhe@plotnickellis.com
(215) 576-8883
Jonathan H. Ellis is currently a Shareholder in the law firm of Plotnick & Ellis, P.C., where his practice focuses primarily on estate planning, estate administration, elder law and the representation of closely-held businesses.
Practice Areas
- Estate Planning
- Estate Administration
- Representation of Closely Held Businesses
- Elder Law
Publications
- Tools and Techniques of Estate Planning, 15th Edition, The National Underwriter Company, Co-Author with Stephan Leimberg, et al.
- Drafting Wills and Trusts in Pennsylvania, 2010 Edition, PBI Press
- Pennsylvania Tax Service Insights, Author of 30 Articles (LexisNexis Matthew Bender)
Speaking Engagements
- Course Planner, “Drafting Wills and Trusts in Pennsylvania, Pennsylvania Bar Institute (“PBI”)
- “What Every Trusts and Estates Attorney Need to Know About Florida Estate Law,” PBI
- “Wills vs. Trusts: A Primer On the Right Tool For Your Clients,” PBI
- “Estate Planning for 2011 and 2012,” PICPA Annual Tax Form
- “Use of Trusts in Estate Planning,” PESI
- “Use of Trusts,” PBI
- “Post Mortem Estate Planning,” PBI
- Villanova University Annual Tax Conference Pennsylvania Bar Institute Course Planner
Professional Affiliations
- Fellow, The American College of Trust and Estate Counsel (ACTEC)
- Member, Editorial Advisory Board for Tax Facts, 2012, The National Underwriter Company
- Former Adjunct Professor, Villanova Law School, Family Wealth Planning Course
- Montgomery County Bar Association
- Philadelphia Estate Planning Council
- Frequent Lecturer to Attorneys, Certified Public Accountants and Tax Planning
Bar Admissions
- Pennsylvania
- New Jersey
- Florida
Education
- B.S., in Accounting, Penn State University
- J.D., Widener University
- LL.M. (Taxation), Temple University School of Law
Charles K. Plotnick
Jonathan H. Ellis
Susan L. Fox
Lyn Eisner
Marc Miller