This presentation will focus on the sometimes surprising, sometimes counterproductive, and sometimes disastrous impacts of drafting choices on the administration of trusts. Issues range from guidance to the trustee, or lack thereof, to potential estate tax inclusion. The goal is to provide insights to help ensure that the structure of a trust is best designed to achieve the client’s tax and non-tax goals.
Mark R. Parthemer, Esq., AEP is a Managing Director for TIAA, responsible for working with ultra-high net worth clients and their advisors to develop practical and efficient wealth transfer and holistic financial plans. He joined TIAA, a Fortune 100 financial services firm, in 2021, after serving for 17 years as Senior Fiduciary Counsel at Bessemer Trust. Prior to that, he was in private law practice in Pennsylvania and Florida, finishing 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 nationally recognized speaker and frequently published author. He is an ACTEC Fellow, serving on the Program, Digital Assets and Estate and Trust committees, and is in leadership of the Real Property Trust and Estate Section of the American Bar Association, the Florida Bankers Association (Board Member; Past Chair Legislation Committee) and the Florida and Pennsylvania Bar Associations. He is an Associate Editor and Columnist for the Journal of Financial Service Professionals, member of Synergy Summit (Past President), the Palm Beach County Estate Planning Council (Board Member), and the Palm Beach Tax Institute. He was awarded the 2014 Article of the Year from the American Bar Association’s Probate & Property magazine and named the Florida Bankers Association 2015-2016 Banker of the Year.
He frequently is faculty for the University of Miami’s prestigious Heckerling Institute, was an Adjunct Professor, Widener University School of Law, and guest lectures at the Dickinson School of Law and the LLM programs at the University of Miami School of Law and the University of Florida Levin College of Law. He has been quoted in the Wall Street Journal, Barron’s, NY Times and MONEY Magazine, and has been honored by Best Lawyers in America with their Lifetime Achievement Award.
He earned a J.D. from The Dickinson School of Law, B.A. and B.S. degrees in philosophy and government from Franklin and Marshall College, conferred status of an Accredited Estate Planner, and completed MBA Phase I curriculum.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
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