11th Annual Estate Planning Seminar for Professional Advisors
Date: Wednesday, May 30, 2012
Time: 8:30 AM - 12:00 PM
Location: Tallahassee Community College, Center for Workforce Development, Bldg 38, Room 105
Speaker: Mark R. Parthemer, Esq., AEP
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Mark R. Parthemer, Esq., AEP
Mark Parthemer is a Managing Director and Fiduciary Counsel, Southeast Region, of Bessemer Trust, an exclusive wealth management firm for ultra high net worth individuals. Mr. Parthemer oversees Bessemer Trust’s legacy and estate planning services from the Miami through Washington, DC offices. He is a frequent national lecturer and published author on taxation, estate planning, trust law and wealth management.
Mark has been Vice-Chair of the Insurance & Financial Planning Committee of the American Bar Association (Real Property, Trust & Estate Law) and currently is Vice-Chair of the ABA’s Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee. He is a member of the Florida Bankers Association Executive Council (chair, Trust Legislation Committee), a Board Member of, and ABA Liaison to, Synergy Summit, and a member of the Florida and Pennsylvania Bar Associations.
He writes a regular column for the Journal of Financial Service Professionals magazine and contributes to other periodicals, including Probate & Property and Estate Planning magazines. He often has been faculty for the University of Miami’s prestigious Heckerling Institute, the NYU and Tulane Tax Institutes, an adjunct professor of accounting and finance law at Widener University School of Law, and a guest lecturer at University of Miami’s LLM program.
He has been honored for over 10 years as one of The Best Lawyers in America (Trust and Estates); Lifetime Achievement Among US Professionals; Best Legal Eagles in Florida, and a South Florida Super Lawyer. He has served on public company as well as numerous community and charity boards. He is active in his church and currently serves on several national committees of his church’s denomination, particularly finance and endowment fund investments.
Prior to joining Bessemer Trust in 2004, Mark was in private law practice in Pennsylvania and Florida, most recently as a Trust and Estate partner with Duane Morris LLP. He also spent several years at PricewaterhouseCoopers and was involved in private businesses.
He received his J. D. from The Dickinson School of Law, Penn State University, and his B.A. and B.S. degrees from Franklin and Marshall College. Mark has achieved Accredited Estate Planner status from the National Association of Estate Planners and Councils and earned certification for MBA phase one studies.
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