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

Estate of Evelyn Seiden: New York Estate Tax Refund Claims for State Only QTIP Property Might Soar

Sharon L. Klein |
Wealth Planning
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This article reprint was recently published in Steve Leimberg’s Estate Planning Newsletter. A New York court has found that a QTIP Trust, created for New York purposes in 2010 when the federal estate tax lapsed for the year, was not includible in the estate of the surviving spouse for New York estate tax purposes. It’s probably

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Paying for the (Grand) Child’s Education: Making Educated Choices

Sharon L. Klein |
Wealth Planning
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This article reprint was recently published in the Bloomberg BNA’s Estates, Gifts, and Trusts Journal.  Simple annual exclusion gifting can be a very valuable source of funding. Leveraging annual exclusion gifting with trust structures can potentially enhance the benefits. Utilizing the 2018 $11.18 million gift tax exemption has the potential to powerfully impact the educational

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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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This article reprint was recently published in the NYSBA Family Law Section Journal and explores: Key estate-related considerations in pre-marital planning. In the event of separation and/or divorce, all estate planning documents, account titles, and beneficiary designations need to be reviewed. Trust decanting can be a powerful tool: Revising an otherwise irrevocable trust. With the

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