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

Assets and Prenuptial Agreements

Sharon L. Klein |
Wealth Planning
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This article reprint was published in the October 2019 issue of New Jersey Business and provides an overview of protecting assets with a prenuptial agreement. Issues such as the legal aspects of creating a prenuptial agreement are discussed.Financial arrangements and child custody considerations are also covered.The authors offer a reminder that lack of proper pre-marital planning, particularly for business owners, can be disastrous.

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What Family Lawyers Should Know About Pre-Marital Estate Planning

Sharon L. Klein |
Wealth Planning
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This article was published in the October 11, 2019 issue of FamilyLawyerMagazine.com and provides an overview of pre-marital estate planning. For family law practitioners, marital and pre-marital estate planning can be key in protecting clients in the event of divorce. Here are three sets of critical considerations that could be worth millions to your client.Read article. Wilmington Trust Company operates offices in Delaware only.

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