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DTSTART:20270309T170000Z
DTEND:20270309T183000Z
LOCATION:Via Zoom
UID:3038620270309T170000ZWebinar | Highlights from the 2027 Heckerling Institute on Estate Planning
DTSTAMP:20260921T074803Z
DESCRIPTION:\n2027 Heckerling Update\n\nPresented by Mark R. Parthemer, J.D., AEP®, ACTEC Fellow\nSponsored by Glenmede\n\nProgram Description and Benefits:\n\nJoin 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.\n\nSpeaker Biography:\n\nMark 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.\n\nBefore 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.\n\nMark 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.\n\nProgram Sponsor:\n\nThis program is generously sponsored by Glenmede.\n\n\n\nLogistics:\nTuesday, March 9, 2027Free for WDCEPC members$30 for guestsConnection details will be provided before the webinar\nThis 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.\n
SUMMARY:Webinar | Highlights from the 2027 Heckerling Institute on Estate Planning - Washington, D.C. Estate Planning Council 
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