About the Author

Sharon L. Klein

President, Family Wealth, Eastern U.S. Region

As president of Family Wealth in the Eastern U.S. Region, Sharon leads a team of professionals who provide planning, fiduciary, investment management, private banking, and family office expertise. She also heads Wilmington Trust’s National Matrimonial/Divorce Advisory Practice, which provides guidance and resources for attorneys and other trusted advisors to help create fully coordinated service for those impacted by divorce.

Sharon is featured by Forbes in 2020 as one of the Top 200 Women Wealth Advisors in America, and a Best-In-New York Wealth Advisor. In addition to these prestigious recognitions, Sharon is a Fellow of the American College of Trust and Estate Counsel, a highly selective group of peer-elected trust and estate attorneys in the U.S. and abroad who have demonstrated the highest levels of integrity, commitment to the profession, and competence as counselors. She holds a master of laws from the University of California Berkeley Law School and received a bachelor of arts and a bachelor of laws from the University of New South Wales, Australia.

A nationally recognized speaker and author in her field, Sharon has presented for many of the most widely-respected professional organizations in the country, including the American Academy of Matrimonial Lawyers, the Heckerling Institute on Estate Planning, New York University’s Institute on Taxation, Duke University’s Estate Planning Conference, and Bloomberg BNA’s Tax Management Board. She is frequently featured or quoted in publications such as the Wall Street Journal, The New York Times, Estate Planning magazine, Trusts & Estates magazine and Family Lawyer Magazine. Sharon is the author of myriad thought leadership publications and two eBooks on divorce planning considerations for advisors and their clients. Her work in the divorce arena can be found on our Matrimonial and Divorce Advisory Solutions page.

She is a member of the 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 chairs the Domestic Relations Committee of Trusts & Estates magazine, where she sits on the board; is on the Advisory Board of Family Lawyer Magazine and is a member of the New York City Bar Association’s Matrimonial and Estate & Gift Tax Committees.

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 is on the board of the American Brain Foundation, and a member of its Finance Committee. In 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.

By the Author

Paying for the (Grand) Child’s Education: Making Educated Choices Through COVID-19 and Beyond

Sharon L. Klein |
Wealth Planning

This article reprint was recently published in the Bloomberg BNA’s Estates, Gifts, and Trusts Journal. While daunting college tuition bills have always been a concern to many parents and grandparents, the coronavirus pandemic and the resulting economic crisis have only served to exacerbate those concerns.


What Family Lawyers Must Know About Modifying “Irrevocable” Trust Provisions

Sharon L. Klein |
Wealth Planning
A group of professionals having a meeting.

When irrevocable trusts are drafted in happier times, and then times change, is it possible to reduce or even eliminate the interest of an ex-spouse or soon to be ex-spouse? Trustees potentially have access to powerful tools that might change beneficial interests. Indeed, it might be said that there is no such thing as an “irrevocable” trust. In any event, family law practitioners should counsel clients to investigate the options.