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Charles K. Plotnick
Jonathan H. Ellis
Susan L. Fox
Lisa A. Shearman
Lyn Eisner

Planning Overview

Estate Planning
Powers of Attorney
Wills
Trusts
Settling Estates
The Executor or Executrix
The Administrator or Administratrix
Duties and Responsibilities
Death Tax Returns
Post-Death Planning
Lifetime Gifting
Retirement Planning
Business Planning
Other Planning

OFFICE LOCATIONS

261 Old York Road
Suite 200
Jenkintown, Pa 19046

One Liberty Place
56th Floor
Philadelphia, Pa 19103

215.576.1730
215.576.8188 Fax

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