About the Author

Sharon L. Klein

Executive 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

July 2022 Monthly Tip – Seven Tips to Achieve Financial Independence After Divorce

Sharon L. Klein |
Divorce Monthly Tips

Our Monthly Tip, as featured in Family Lawyer Magazine:Leverage July’s independence theme to seize your financial independence after divorce! Aside from being a huge life change, divorce can be an overwhelming and difficult undertaking from a planning and financial standpoint. Fortunately, there are several steps you can take to make the process less daunting.1.

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Podcast: How Divorce Impacts Estate Planning—Then and Now

Sharon L. Klein |
Wealth Planning
Businessman separates the wooden puzzle with a picture of money. The concept of financial management and distribution of funds. Saving and investing. Property division. Divorce and legal services

Mary Vandenack, host of Legal Visionaries Podcast, invited Sharon Klein to discuss the evolving impact of divorce on estate planning and what we can expect in the future. The podcast features topics ranging from exploring what factors are pivotal in determining whether trust interests are reachable in divorce, to trust drafting tips, prenuptial planning ideas, and the ramifications of significant tax law changes.

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Top Recommendations for Divorcing Clients

Sharon L. Klein |
Wealth Planning

Two Fellows of the American College of Trust and Estate Counsel, including Sharon Klein, and two Fellows of the American Academy of Matrimonial Lawyers, share the best advice they ever gave to clients preparing for marriage or navigating divorce.If you’d like to watch the video associated with this article, please click here.Please visit our Matrimonial and Divorce Advisory Solutions resource page for more timely divorce planning content.

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