The Evolving Duties of Competence & Communication: Social Media & Technology’s Impact on the Practice of Law (Extended Workshop) Estate Planning Hot Topics: A Raging Current? (Dinner)
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Dinner Presentation
Heraclitus observed that one cannot step into the same river twice. Join us as we chart a course through recent estate and transfer tax changes, such as new IRC sections 1014(f) and 6035, 2704 regulations, recent cases, IRS rulings and the Administration’s wish list. Our excursion will navigate through some of the latest planning techniques you may want to make part of your fleet of strategies – but worry not, this tour will not last three hours...
Speaker Biography
Mark Parthemer is a Managing Director and Senior 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 leads Bessemer’s Advanced Implication Modeling Team and a planning think tank group. He is a frequent national lecturer and published author on taxation, estate planning, trust law and wealth management.
Mr. Parthemer is 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), and ABA Liaison to, and President of, Synergy Summit (an organization of the leadership of all major estate and financial planning organizations). He is 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, and is an Associate Editor of, the Journal of Financial Service Professionals magazine and frequently contributes to other periodicals, including Probate & Property and Estate Planning magazines. His article on NIIT planning strategies recently won the Probate & Property 2014 Excellence in Writing Award as the year’s Best Cutting-Edge article.
He has been quoted in MONEY Magazine and the Wall Street Journal, and 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.
Workshop Presentation
How would your office fair in a cybersecurity audit? Is your firm’s online presence compliant with the advertising regulations? Is the “smoking gun” in your case on Facebook?
Technology and social media have spawned new challenges for professionals and ethical landmines for the practitioner who remains uninformed. This interactive presentation will provides some of the answers to questions like those posed above and facilitate discussion about practicing law in the digital age
Speaker Biography
Jan L. Jacobowitz is a Lecturer in Law and the Director of the Professional Responsibility & Ethics Program (PREP) at the University of Miami’s School of Law. Under Jan’s direction, PREP was a 2012 recipient of the ABA’s E. Smythe Gambrell Award---the leading national award for a professionalism program. Jan has presented more than one hundred PREP Ethics CLE Seminars and has written and been a featured speaker or panelist on topics such as Legal Ethics in Social Media and Advertising, Lawyer’s First Amendment Rights, Cultural Awareness in the Practice of Law, and Mindful Ethics.
Jan also teaches the courses Social Media and the Law and Mindful Ethics: Professional Responsibility for Lawyers in the Digital Age. Her recent law review articles include The Social Media Frontier: Exploring a New Mandate for Competence in the Practice of Law, Fidelity Diluted: Client Confidentiality Gives Way to the First Amendment & Social Media In Virginia State Bar, ex rel. v. Horace Frazier Hunter, and Lawyers Beware: You Are What You Post!--- The Case for Integrating Cultural Competence, Legal Ethics and Social Media
Jan is past member of board of the Association of Professional Responsibility Lawyers (APRL) and currently serves on the program committee and the national task force on attorney advertising. She is also APRL’s special liaison to the ABA Standing Committee on Professionalism. Jan serves as the Vice Chairman of the Broward Selection/Oversight Committee for the Inspector General’s Office. She is a member of the ADL Civil Rights Committee and the Miami Dade Task Force on Mindfulness. She has also served as the Law School’s United Way Ambassador for the past five years. Jan is a 2006 winner of the Florida Supreme Court’s Chief Justice’s Commendation for Leadership in Judicial Education.
Prior to devoting herself to legal education, Jan practiced law for over twenty years. She began her career as a Legal Aid attorney in the District of Columbia; prosecuted Nazi war criminals at the Office of Special Investigations of the U.S. Department of Justice; was in private practice with general practice and commercial litigation firms in Washington, D.C. and Miami; and served as in-house counsel for a large Miami based corporation.
Jan has a J.D. from George Washington University and a B.S. in Speech from Northwestern University. She is admitted to practice in the District of Columbia, Florida, and California and is a certified civil court mediator. Jan and her family have made South Florida their home for the past 29 years.
