Charles K. Plotnick is a practicing attorney specializing in Estate Planning and Estate Administration in Montgomery County, Pennsylvania. He has been granted a Bachelor of Science Degree in Journalism by Temple University and the LL.B. Degree by The University of Pennsylvania Law School, and holds the CLU designation. He served for 12 years as an Adjunct Professor of Estate Planning in the Graduate School of Business at Temple University.
Mr. Plotnick was named a “5 Star Estate Planner” by Philadelphia Magazine and was given the Philadelphia Estate Planning Council’s 2013 Distinguished Estate Planner Award, honoring him for outstanding contributions in the field of estate planning. He was again selected as a "5 Star Wealth Manager" based on Overall Client Satisfaction by Philadelphia Magazine in 2009, 2010, 2011 and 2013.
He is co-author of The New Book Of Trusts, a guide to every type of Trust currently used in Estate Planning, and is co-author of How To Settle An Estate, originally published by Consumer Reports and now available as a Penguin book. He is co-author of Keeping Your Money published by John Wiley and Sons, Inc. He was co-author of a prior best seller on Estate Planning, Get Rich/Stay Rich, and The Executor’s Manual, published by Doubleday and Company, Inc.
His articles have been selected for reprinting by the Judge Advocate General’s School, U.S. Army. He is the author of numerous magazine articles on Estate Planning, and has been quoted in the New York Times, The Philadelphia Inquirer, The Washington Post, Fortune Magazine, Kiplinger’s Personal Finance Magazine, Standard and Poor’s, and Bottom Line, among other leading newspapers and periodicals, and is a contributing author to the Dow Jones-Irwin edition of the Handbook of Estate Planning. He has appeared on numerous radio and television programs throughout the country. Before entering private practice in Montgomery County, Mr. Plotnick worked for the Office of the Chief Attorney of the U.S. Veterans Administration.
Mr. Plotnick has served as Director and President of the Montgomery County Estate Planning Council, as Co-Chairman of the national meeting in 1973, and as Regional Vice-President of the National Association of Estate Planning Councils from 1974-1980.
In 1983, he was chosen “Man Of The Year” by the Montgomery County Estate Planning Council. A member of the Montgomery County Bar Association, Mr. Plotnick served as Law Day Chairman from 1970 through 1978, as a Director from 1974 through 1976, and as Chairman of the Legal Ethics and Professional Responsibility Committee in 1979. In 2007, he was honored for his 50 years of service to the Montgomery County Bar Association and to the Courts of Montgomery County. He is a member of the Pennsylvania and American Bar Associations, and is listed in Who’s Who In America.
Before joining Flaster Greenberg in January of 2019, Mr. Plotnick founded and managed Plotnick & Ellis PC, a boutique estates planning law firm in the Philadelphia suburbs. He founded the firm in 1991, growing the employee and client roster over its three-decade tenure, and he was instrumental in securing the firm's recognition by Philadelphia Magazine for “Best in Client Satisfaction."
Honors & Awards
- Named a “5 Star Estate Planner” by Philadelphia Magazine, 2004
- Selected as a 5 Star Wealth Manager based on Overall Client Satisfaction by Philadelphia Magazine, 2001, 2010, 2011 & 2013
A description of the standard or methodology on which the accolades are based can be found here. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
- Member, Montgomery County Estate Planning Council
- Member, Montgomery Bar Foundation
- Member, American Bar Association
- Member, Pennsylvania Bar Foundation
- Press Release(January 1, 2019)