Alex Parthemer, a member of Jones Foster’s Private Wealth, Wills, Trusts & Estates and Corporate & Tax teams, focuses his practice in the areas of estate planning, probate and trust administration, tax planning, business planning, and transactional corporate law.
Alex works with individual clients and families to develop personalized estate plans for asset protection and distribution while minimizing estate, gift, and generation-skipping transfer (GST) tax impact. He also has significant experience in preparing estate and gift tax returns, trust and estate income tax returns, as well as partnership income and individual income tax returns.
In addition, Alex’s background in complex tax planning uniquely positions him to represent business owners and family offices in a wide range of corporate matters, including corporation, LLC, and LP entity formation, mergers and acquisitions, buy-sell agreements, dissolutions, tax-free reorganizations, conversions, and annual filings. He has experience in guiding private foundations and public charities from the formation stage including the application for tax-exempt status (Form 1023) through name changes, director and/or trustee changes, administration issues, and related activities.
Alex is a member of The Florida Bar’s Tax Section and Real Property, Probate & Trust Law Section. He holds a Master of Laws degree (LL.M.) in Taxation from the Graduate Tax Program at the University of Florida.
