Jones Foster Attorney Alexander M. Parthemer Talks Estate Planning as Part of Prudential Financial Seminar Series

Jones Foster estate planning and tax attorney Alexander M. Parthemer, LL.M., served as the guest speaker during a series of luncheon seminars for business and financial professionals hosted by the West Palm Beach Prudential Financial Team. The events took place in February and March in Palm Beach Gardens and Boca Raton and were focused on strategies to safeguard assets and address critical estate planning needs.

Alex’s presentation, “The Estate Planning Path: Protect, Preserve, Plan” offered actionable insights on protecting wealth, minimizing vulnerabilities, and other considerations for cultivating a comprehensive estate plan in an ever-changing legal and financial landscape. Key questions discussed included:

• Why doesn’t a revocable living trust protect you from estate taxes?
• With estate and gift tax exemptions set to be cut in half in 2026, what can you do now to take care of your current exemption, so you’re not negatively affected when it decreases?
• What can business owners do to help protect their intangible assets, such as intellectual property?
• What financial products are exempt from creditors under Florida law?
• What is the difference between asset protection and estate planning?

Alex also discussed the role of life insurance in estate planning; how probate and non-probate assets are inherited and distributed; revocable trusts (living trusts); the basics of a will, power of attorney (POA), health care surrogate, and living will; the importance of HIPAA authorization; as well as the significant benefits of being a Florida resident.

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.