About the Author

Sharon Klein

Tri-State Region President, Wilmington Trust, N.A.

Sharon is the Tri-State Region President for the Wealth Advisory Services of Wilmington Trust, N.A. She leads a team of professionals who provide planning, trust, investment management, family governance and education, family office, and private banking services.

Sharon has over 25 years of experience in the wealth advisory 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, The New York Law Journal and Trusts & Estates Magazine.

Sharon is a Fellow of the American College of Trust and Estate Counsel. She has leadership positions in a number of professional organizations, including being 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 and the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs. She is the immediate past Chair of the Trusts, Estates and Surrogate’s Court Committee for the New York City Bar Association and a current member of its Estate and Gift Taxation Committee.

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).

Sharon 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

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

Sharon 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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N.Y.’s Top 10 Developments, Lessons, and Reminders of 2017

Sharon Klein |
Wealth Planning
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Learn about New York’s legislative developments in 2017 including an overview of new legislation, important regulatory guidance, and instructive case law, including: Why new decanting case has far-reaching implications. How loss of SALT deductions heightens the importance of state income tax planning Why estate planning documents need to be reviewed in light of new tax

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The State of the States—2017

Sharon Klein |
Wealth Planning
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This article reprint was published in the January 2018 edition of Trusts & Estates magazine and provides a comprehensive overview of key state-level planning developments across the U.S. Latest estate and gift tax changes. Planning suggestions in light of new federal tax laws, including drafting and gifting techniques, and opportunities to change otherwise irrevocable trusts. Planning for children

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