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Hosted by  The Tampa Bay Estate Planning Council

Estate Planning with Digital Assets with Mark R. Parthemer

In the modern world, digital assets have largely replaced tangible ones. Further, digital assets are constantly changing and growing. Unfortunately, such growth is outpacing existing state and federal laws governing digital assets.

Join us for a fast-paced session with Mark Parthemer of Bessemer Trust as he identifies the many obstacles fiduciaries face and the why proactive planning for these assets is necessary.

5:15 pm - Networking (Cash Bar)
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Wednesday, September 18, 2019
5:15 PM - 7:30 PM

Location

The Tampa Club
Ballroom
101 E Kennedy Blvd Floor 41
Tampa   FL   33602
(813)229-6028
 
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Speaker Profiles

 


Mark R. Parthemer, JD, AEP®, ACTEC Fellow
Senior Fiduciary Counsel
Glenmede Trust Company

Mark R. Parthemer, JD, AEP®, ACTEC Fellow, is Glenmede's Chief Wealth Strategist and Florida Regional Director. He is responsible for developing and communicating Glenmede's position and strategy concerning tax, estate planning and fiduciary matters pertinent to clients and their advisors, as well as cultivating the growth and operations of Glenmede throughout Florida.

Prior to joining Glenmede, Mr. Parthemer served as Managing Director for TIAA and Managing Director and Senior Fiduciary Counsel for Bessemer Trust, working with ultra-high-net-worth clients to deliver sophisticated tax and estate planning advice and provide tailored guidance. His previous roles include partner at Duane Morris, LLP, and Senior Tax professional at PricewaterhouseCoopers.

Mr. Parthemer is a Fellow of the American College of Trusts Estates Counsel, and President of Florida Bankers Association Trust and Wealth Management Division. He is also Group Vice Chair for the American Bar Association, RPTE Trusts and Estate Practice Group and often faculty for the University of Miami’s prestigious Heckerling Institute. He earned a Bachelor of Arts and a Bachelor of Science from Franklin & Marshall College and Juris Doctor from The Dickinson School of Law, Penn State University.

Mr. Parthemer is a nationally recognized speaker and a frequently published author. He is an editor and columnist for the Journal of Financial Services Professionals and for the ABA’s Probate & Property magazine. He is often quoted on tax and estate planning matters in publications such as the Wall Street Journal, Barron’s, Bloomberg Tax and Kiplinger’s.



Registration Fee
Member
Free
 
Non-Member
$45.00