Roundtable Discussion Breakfast-Uniform Fiduciary Access to Digital Assets Act
Mark R. Parthemer, Esq. AEP
Managing Director and Senior Fiduciary Counsel, Bessemer Trust
Mr. Parthemer is a Managing Director and Senior Fiduciary Counsel for Bessemer Trust, responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans and for guiding the firm on fiduciary issues. 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 nationally recognized speaker and frequently published author. He is an ACTEC Fellow, 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 University of Miami School of Law’s LLM program. 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.
Sasha A. Klein is a partner in the private wealth group at Ward Damon. Sasha counsels wealthy individuals and families in personal tax and estate planning. She advises them on structuring their wealth to minimize income, estate, gift and generation-skipping transfer taxes, often over multiple generations. Her experience includes advice on trustee and family governance structures to preserve business enterprises and manage potentially sensitive family dynamics. Sasha oversees these structures throughout the estate and trust administration process. Sasha also advises the firm’s fiduciary litigators on tax, trust and estate matters. Sasha holds a post doctorate degree in tax law. Prior to joining Ward Damon, Sasha served as Fiduciary Counsel to Bessemer Trust Company of Florida, where she directed the fiduciary risk management group and chaired the Special Investments and Discretionary Distributions Committee and Sabadell Bank and Trust where she served as the Director of Trusts and Wealth Services. Prior to that she spent five years in private practice focusing on sophisticated estate, gift and generation skipping transfer tax issues, fiduciary income tax issues and estate/trust planning and administration.
Sasha is a national lecturer and frequent published author on a range of estate planning, wealth management and tax law topics. She is also very involved in national and state associations, serving in leadership roles for American Bar, Florida Bankers and Florida Bar Associations. She has also served as the President of the Palm Beach Tax Institute and as a member on the Annual Supplement Committee for PBCECP.
Sasha earned Post Doctorate Degree in Tax Law (LL.M) from the University of Florida Law School, a Juris Doctorate and Law and Business Certificate from Vanderbilt Law School, and a B.S.B.A. with highest honors from the University of Florida’s Warrington College of Business.
Palm Beach County Estate Planning Council Roundtable Meetings are for 2016-17 dues current Council members only. The Roundtables are generously sponsored by Comerica Wealth Management.
