Key Private Bank<br>Anthony Lourido<br>561-775-6534

Roundtable Discussion Breakfast - Estate Planning Hot Topics: A Raging Current

Date: Thursday, November 5, 2015
Time: 7:30am - 9:00am
Location: BallenIsles Country Club
Speaker: Mark Parthemer, Bessemer Trust
 Mark R. Parthemer, Esq. AEP
 
 Managing Director and Senior Fiduciary Counsel, Bessemer Trust
 Mr. Parthemer is Senior Fiduciary Counsel and Head of Estate Planning for the Southeast Region at Bessemer Trust. He joined Bessemer, an exclusive wealth management firm, in 2004 after 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.
 
 Mr. Parthemer is a frequent national lecturer and published author; Co-Chair, ABA Non-Tax Issues of Trusts & Estates; member Florida Bankers Association, Trust Executive Committee and Chair of its Trust Legislation Committee; ABA Liaison to, and Chair of, Synergy Summit; and member, Florida and Pennsylvania Bar Associations.  He also writes a regular column for the Journal of Financial Service Professionals magazine and is a member of its editorial staff.  He is on the Board of the Palm Beach County Estate Planning Council and Chairs its publication committee.
 
 He has been faculty for the University of Miami’s Heckerling Institute, Adjunct Professor, Widener University School of Law, and a guest lecturer at the University of Miami School of Law’s LLM program.  He frequently has been honored as one of the Best Lawyers in America, is a member of its Lifetime Achievement Award, and a Florida Super Lawyer.
 
 Mr. Parthemer 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.


Palm Beach County Estate Planning Council Roundtable Meetings are for 2015-16 Paid Council members only.  The Roundtables are sponsored by Comerica Wealth Management.
                                  

See Upcoming Event Calendar