The Palm Beach County Estate Planning Council (PBCEPC) is a multi-disciplined organization that supports the team concept of estate planning. Our members including some of the most prominent attorneys, trust officers, accountants, insurance, wealth and financial planners and planned giving professionals in the South Florida area.
The PBCEPC hosts an extensive slate of meetings and roundtable discussions that provide our members with opportunities for learning, continuing education credit and networking.
The topic for the Council’s meeting on October 19, 2021 was “Preparing Clients for Legislative Updates” which featured a presentation by Sasha Klein and Market Parthemer.
The following video is a replay of the presentation.
Our sponsor for this Council meeting was Quantum Realty Advisors, Inc. To learn more about our sponsors and for sponsorship opportunities, please find our web site.
Sasha Klein is a partner with PwC Private in Palm Beach, Florida. Mark Parthemer is a Managing Director, head of Private Client Services with TIAA. Both Mark and Sasha are members of the Palm Beach County Estate Planning Council.