About the Author

Sharon L. Klein

President, Family Wealth, Eastern Region, Wilmington Trust, N.A.

Sharon is responsible for coordinating the delivery of all Wealth Management services by teams of professionals, including planning, trust, investment management, family office, and private banking experts, to high-net-worth clients in the Eastern United States.

Sharon has more than 25 years of experience in the wealth management arena and is a nationally recognized speaker and author. She has spoken for many professional organizations, including the Heckerling Institute on Estate Planning, the New York University Institute on Federal Taxation, the Notre Dame Estate Planning Institute, the Duke University Estate Planning Conference, and the Bloomberg BNA Tax Management Advisory Board. Sharon is frequently featured or quoted in publications such as The Wall Street Journal, The New York Times, Estate Planning magazine, and Trusts & Estates magazine.

Sharon is a Fellow of the American College of Trust and Estate Counsel and a member of New York Bankers Association Trust & Investment Division Executive Committee, The Rockefeller University Committee on Trust and Estate Gift Plans, the Professional Advisory Council of the Anti-Defamation League, the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs, and the Thomson Reuters Trusts & Estates Advisory Board. She is a past chair of the New York City Bar Association’s Trusts, Estates and Surrogate’s Court Committee, a past chair of the New York State Bar Association’s Trusts and Estates Law Section Taxation Committee, and a member of the New York City Bar Association’s Matrimonial Committee. In June, 2018, Sharon was honored by the UJA-Federation of New York Lawyers Division for her contributions to the Trusts & Estates community and the community at large.

Prior to joining Wilmington Trust, Sharon was managing director and head of Wealth Advisory at Lazard Wealth Management, where she led the delivery of all Wealth Advisory services. Before that, she headed the Estate Advisement department at Fiduciary Trust Company International. Sharon began her career as a trusts & estates attorney at Rosenman & Colin (now Katten Muchin Rosenman LLP).

She holds 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

Marriage, Divorce, and Asset Protection

Sharon L. Klein |
Wealth Planning
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ACTEC Fellow and President of Family Wealth for Wilmington Trust’s Eastern U.S. Region, Sharon Klein, shares her insights on this ACTEC podcast about protecting assets before marriage and after a divorce. Listen to podcast  This podcast is for general information only and is not intended as an offer or solicitation for the sale of any financial product, service or other professional advice. Professional advice always requires consideration of individual circumstances.

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Warn Clients About Change in Taxation of Trust Income After Divorce

Sharon L. Klein |
Wealth Planning
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This article reprint was recently published in the July issue of Trusts & Estates magazine.The 2017 Tax Cuts and Jobs Act (the Tax Act) altered the way that income from certain trusts is taxed in the event of a divorce.Practitioners should carefully consider the tax impact of every trust created during a marriage in the event the parties get divorced in the future.

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What Every Matrimonial Attorney Should Know About the Latest Trusts & Estates Developments

Sharon L. Klein |
Wealth Planning
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Important updates and insights for matrimonial advisors when helping a client face divorce.Key estate planning-related considerations in pre-marital planning are explored, including portability, asset protection trusts, and silent trusts.Learn how multi-disciplinary considerations can impact divorce planning when dealing with trust & estate, matrimonial, and religious law.

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