About the Author

Sharon L. Klein

Senior Vice President

Sharon is president of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A. She is responsible for overseeing the delivery of all Wealth Management services by teams of professionals, including planning, trust, investment management, family governance and education, family office, and private banking services, to high-net-worth clients located in the U.S. and internationally. Sharon also heads Wilmington Trust’s National Divorce Advisory Practice.

Sharon has more than 25 years of experience in the wealth advisory arena and is a nationally recognized speaker and author in her field. She is frequently featured or quoted in publications such as the Wall Street Journal and The New York Times. Global media company Forbes features Sharon as a top Advisor in 2021 in two separate categories: One of the Top 100 Women Wealth Advisors in America, and a Best-In-New York Wealth Advisor. Leading business publication Crain’s named Sharon to its 2020 inaugural list of the Most Notable Women in Financial Advice, an honor that recognizes leading women executives in New York City for their dedication to excellence in the financial industry and significant professional, civic, and philanthropic contributions. Sharon is a Fellow of the American College of Trust and Estate Counsel, a highly selective professional organization of preeminent peer-elected estate planning attorneys in the U.S. and internationally who are chosen based on outstanding reputation and exceptional skill. Sharon will be inducted into the Estate Planning Hall of Fame in 2021, a designation that recognizes individuals who have made outstanding lifetime achievements and contributions to the practice and profession of estate planning. This award is considered the height of accomplishment in this field. Only 125 people across the U.S. have received this award since its inception in 2004.

Sharon is a member of The Rockefeller University Committee on Trust and Estate Gift Plans, the New York Bankers Association Trust & Investment Division Executive Committee, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs and the Thomson Reuters Trusts & Estates Advisory Board. She chairs the Domestic Relations Committee of Trusts & Estates magazine, where she sits on the Board, and is on the Advisory Board of Family Lawyer Magazine. Sharon is a past chair of the New York City Bar Association’s Trusts, Estates and Surrogate’s Court Committee, and a past chair of the New York State Bar Association’s Trusts and Estates Law Section Taxation Committee. She served on the Board of the American Brain Foundation and was a member of its finance committee.

Prior to joining Wilmington Trust, Sharon was Managing Director at Lazard, the internationally renowned global investment banking and management company. In her role as Head of Wealth Advisory of Lazard Wealth Management, she led the delivery of all wealth advisory services. Before that, she headed the Estate department at Fiduciary Trust Company International. Sharon began her career as a trusts & estates attorney at Rosenman & Colin (now Katten Muchin Rosenman LLP).

Sharon, who holds U.S., British, and Australian citizenships, earned a master of laws from the Boalt Hall School of Law at the University of California, Berkeley, and received a bachelor of arts and a bachelor of laws from the University of New South Wales, Australia.


By the Author

New York’s Latest Legislative Session: What Passed, What Didn’t, What’s Next

Sharon L. Klein |
Wealth Planning

Learn about what passed, what didn’t, and what’s next for New York’s 2021-2022 legislative session with an overview of important new legislation and pending proposals, including: Highest income tax rates in the country enacted.New Power of Attorney form goes into effect, requires two disinterested witnesses and notary.On the heels of the recent Tax Court case valuing Michael Jackson’s name and image, brand new post-mortem publicity rights take effect in New York.

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Video: The Best Advice I Ever Gave

Sharon L. Klein |
Wealth Planning
woman looking out of window

This roundtable discussion hosted by Family Lawyer Magazine features Sharon Klein and three other seasoned attorneys who share the best advice each has ever given in the family law setting. These highly respected professionals discuss their top tips for those maneuvering through divorce and their professional advisors.Please see important disclosures at the end of the video.

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The Issue with Issue: Rights of Posthumously Conceived Children

Sharon L. Klein |
Wealth Planning

This article reprint appeared in the September 2021 issue of Estate Planning magazine. With sophisticated storage techniques for genetic material and advances in medical technology, a child can be conceived after the death of one or both of the child’s genetic parents. The traditional context for the use of stored genetic material after death had generally involved sperm stored before the death of a cancer patient, who preserved it fearing infertility or death.

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How to Help Professional Athletes Make Their Money Last When They Retire

Sharon L. Klein |
Wealth Planning
Irresistible in attack. Multi sports collage about basketball, American football players and fit running woman. Conceptual photo with running athletes in motion or movement at stadium with sand, smoke

This article was recently published in the July 23, 2021 issue of MarketWatch. In it, Sharon Klein shares her insights on why many professional football players, and athletes in general, don’t enjoy the long-term financial stability of their dreams. While athletes are making more money than ever, they can be financially vulnerable, potentially depriving them of a secure, long-term financial future.

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Massive Fortune, Bitter Court Battles Surround Definition of Grandchild for Elizabeth Hurley’s Son

Sharon L. Klein |
Wealth Planning
Lawyer in office with gavel, symbol of justice. Legal authority rights concept

This article reprint was recently published in Steve Leimberg’s Estate Planning Newsletter. Sharon Klein shares her insights on a case that has garnered intense media attention involving the disinheritance of Elizabeth Hurley’s son: “Disinheritance around a massive fortune, bitter court battles, out-of-wedlock children, iconic models, suicide…a soap opera plot? Hardly.

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