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 ultra high-net-worth clients in the U.S. and internationally. Sharon also heads Wilmington Trust’s National Divorce Advisory Practice.

Sharon has over 25 years of experience in the wealth advisory arena and is a nationally recognized speaker and author, frequently featured or quoted in publications like The Wall Street Journal and The New York Times. Global media company Forbes features Sharon as a Top Advisor in multiple categories since 2020. In 2022 she was selected as one of the Top 40 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. In 2018, she was honored by the UJA-Federation of New York Lawyers Division for her contributions to the trust & estates community and the community at large. Sharon is a Fellow of the American College of Trust and Estate Counsel, a highly selective professional organization of preeminent estate planning attorneys in the U.S. and internationally who are chosen based on outstanding reputation and exceptional skill. Sharon was inducted into the Estate Planning Hall of Fame in 2021. This award is considered the pinnacle 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. 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, received a bachelor of arts and a bachelor of laws from the University of New South Wales, Australia and is a Certified Divorce Financial Analyst.


By the Author

May 2022 Monthly Tip – Custody Battles can be Fierce…over the Pets: Protect Pets in Divorce

Sharon L. Klein |
Divorce Monthly Tips
French bulldog with two hands divorce isolated

Our Monthly Tip, as featured in Family Lawyer Magazine: In celebration of national pet month, let the month of May serve as a reminder to protect our beloved four-legged friends. It should come as no surprise to animal lovers that the majority of pet owners (85% of dog owners and 76% of cat owners according to an American Veterinary Medical Association Pet Ownership and Demographics Sourcebook) consider their fuzzy friends to be members of the family.

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April 2022 Monthly Tip – Divorced or Getting Divorced? Save Money and Stress with These Important Tax Season Reminders

Sharon L. Klein |
Divorce Monthly Tips
Tax Returns and Divorce

Our Monthly Tip, as featured in Family Lawyer Magazine: The tax filing deadline is fast approaching. If you have been filing jointly with your ex-spouse, filing separately presents new challenges and mistakes can be costly.Here are important tips to keep in mind before you file your tax return this year:Evaluate your filing statusWhat was your marital status on December 31st? An individual’s tax filing status is used to determine several factors on the tax return, including the tax rate.

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Video: Top Tips in Negotiating Premarital Agreements

Sharon L. Klein |
Wealth Planning

Are you most effectively representing your clients in negotiating premarital agreements? Wilmington Trust’s Sharon Klein, president, Eastern U.S. Region and Madeline Marzano-Lesnevich, past president of the American Academy of Matrimonial Lawyers, met with Dan Couvrette, CEO of Family Lawyer Magazine, to outline top tips and traps in negotiating premarital agreements.Please visit our Matrimonial and Divorce Advisory Solutions resource page for more timely divorce planning content.

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Top Tips for Leveraging Life Insurance in Premarital Planning and Settlement Agreements

Sharon L. Klein |
Wealth Planning

President of Family Wealth for Wilmington Trust’s Eastern U.S. Region, Sharon Klein, and Lee Rosenberg of Saltzman Chetkof & Rosenberg LLP discuss top tips for leveraging life insurance in premarital planning & settlement agreements with Dan Couvrette, CEO of Family Lawyer Magazine.Please visit our Matrimonial and Divorce Advisory Solutions resource page for more timely divorce planning content.

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Divorce & Asset Protection

Sharon L. Klein |
Wealth Planning

This article reprint was published in WealthCounsel Quarterly and discusses how a multi-pronged strategy is often the most powerful approach to protecting assets from a future potential divorce. Sharon Klein shares the five key components to a well-crafted plan.Please visit our Matrimonial and Divorce Advisory Solutions resource page for more timely divorce planning content.Please see important disclosures at the end of the article.

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