6 Creative GRAT Strategies (D) Case Law Update - Probate Litigator (W)
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Mark R. Parthemer is a Managing Director and Fiduciary Counsel, Southeast Region, of Bessemer Trust, an exclusive wealth management firm for high net worth individuals. Mr. Parthemer oversees Bessemer Trust’s legacy, estate planning and fiduciary 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.
Mr. Parthemer is Co-Chair of the American Bar Association (Real Property, Trust & Estate Law) Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee, Chair of an ABA Task Force on Wills for Underserved Populations, and former Vice-Chair of the ABA RPTE’s Insurance & Financial Planning 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, a member of the Florida and Pennsylvania Bar Associations, a member of the Palm Beach Tax Institute and of the Palm Beach and East Coast Estate Planning Councils.
He writes a 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, Mr. Parthemer 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. Mr. Parthemer 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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Hung Nguyen is a Partner at Welbaum Guernsey. Mr. Nguyen focuses his practice on probate, trust and guardianship law, and commercial litigation. He has lectured in the area of probate litigation and has been recognized in various publications for his legal work. Mr. Nguyen was also the recipient of the Florida Bar RPPTL Fellowship for 2008-2010. Prior to joining Welbaum Guernsey, Mr. Nguyen was a staff attorney for the Eleventh Judicial Circuit of Florida where he served as a legal advisor to judges in the probate and civil divisions.
