WASHINGTON, D.C. ESTATE PLANNING COUNCIL

2027 Heckerling Update

Presented by Mark R. Parthemer, J.D., AEP®, ACTEC Fellow
Sponsored by Glenmede

Program Description and Benefits:

Join us for a summary of the highlights and key themes from the 61st Annual Heckerling Institute on Estate Planning, held in January 2027 in Orlando, Florida. Mark Parthemer will discuss important tax and non-tax planning developments, provide practical guidance for estate planning professionals, and share strategies and considerations for the year ahead.

Speaker Biography:

Mark R. Parthemer, J.D., AEP®, ACTEC Fellow, is Glenmede’s Chief Wealth Strategist and Florida Regional Director. He is responsible for developing and communicating Glenmede’s strategies concerning tax, estate planning, and fiduciary matters affecting clients and their advisors.

Before joining Glenmede, Mark served as a Managing Director at TIAA and as Managing Director and Senior Fiduciary Counsel at Bessemer Trust. His previous experience also includes serving as a partner at Duane Morris LLP and as a senior tax professional at PricewaterhouseCoopers.

Mark is a Fellow of the American College of Trust and Estate Counsel and a frequent speaker on estate planning, fiduciary matters, and tax developments. He regularly serves as faculty for the Heckerling Institute on Estate Planning and is a nationally recognized speaker and published author. He earned bachelor’s degrees from Franklin & Marshall College and his J.D. from Penn State Dickinson Law.

Program Sponsor:

This program is generously sponsored by Glenmede.

Logistics:

• Tuesday, March 9, 2027
• Free for WDCEPC members
• $30 for guests
• Connection details will be provided before the webinar

This program is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning. The Heckerling Institute is not responsible for its content. For information about the Heckerling Institute, visit www.law.miami.edu/heckerling.