About the Author

Sharon L. Klein

President, Family Wealth, Eastern U.S. Region

Sharon is president of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A. She is responsible for coordinating 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 high-net-worth clients in the Eastern U.S. She also heads Wilmington Trust’s National Matrimonial/Divorce Advisory Practice.

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 organizations, including the Heckerling Institute, 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 featured as one of Forbes’ Best-In-State Wealth Advisors for 2020. She is a Fellow of the American College of Trust and Estate Counsel and has received the Accredited Estate Planner Designation from the National Association of Estate Planners & Councils.

Sharon is a member of the 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 chairs the Domestic Relations Committee of Trusts & Estates magazine, where she sits on the Board, is on the Advisory Board of Family Lawyer Magazine and is a member of the New York City Bar Association’s Matrimonial Committee. 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 is on the Board of the American Brain Foundation, and a member of its Finance Committee. In 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).

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

Confronting Undue Influence in your Practice

Sharon L. Klein |
Wealth Planning

This article reprint was published in the July 2015 issue of Trusts and Estates magazine and provides an overview of why it’s important for estate planners to understand undue influence, including:Identifying important factors that might give rise to a claim of undue influence.Strategies to enhance enforceability of estate planning documents.Tips for litigating undue influence cases.Please see important disclosures at the end of the article.

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