Sharon L. Klein is a Managing Director and Head of Wealth Advisory at Lazard Wealth Management, where she leads and oversees the delivery of all wealth advisory services, including trusts & estates, tax and philanthropic planning.
Ms. Klein has 20 years experience in the area of trusts and estates and is a nationally recognized speaker and author on trust & estate issues. She has spoken for many professional organizations, including the American Bar Association, the New York State Bar Association, the Notre Dame Estate Planning Institute, the Duke University Estate Planning Conference, and the BNA Tax Management Advisory Board. Ms. Klein has been featured or quoted in publications such as The Wall Street Journal, The New York Times, The New York Law Journal and Trusts & Estates Magazine.
Ms. Klein serves as Chair of the Trusts, Estates and Surrogate's Court Committee for the New York City Bar Association, a co-Chair of the American Bar Association's "Insurance and Financial Planning" Committee, and is a member of the Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs, the Trusts & Estates Leadership Committee for the UJA-Federation of New York and the Professional Advisory Council of the Anti-Defamation League.
Prior to joining Lazard, Ms. Klein headed the Estate Advisement department at Fiduciary Trust Company International. She provided counsel regarding all aspects of domestic and international estate planning and was responsible for overseeing the management of complex trusts and estates. Prior to joining Fiduciary Trust in 2002, Ms. Klein was Special Counsel in the Trusts & Estates Department at Rosenman & Colin (now Katten Muchin Rosenman LLP), where she began her career in 1990. There, she advised individuals and families on the preservation, transfer, and management of wealth. Her practice included sophisticated estate and charitable planning and trust & estate administration.
Ms. Klein earned a BA and LLB from the University of New South Wales, Australia, and an LLM from Boalt Hall School of Law at the University of California, Berkeley.