FacultyFaculty/Author Profile
Sharon L. Klein

Sharon L. Klein

Wilmington Trust, N.A.
President, Tri State Region
New York, NY, USA


Sharon is President of the Tri State Region for Wilmington Trust, N.A., responsible for overseeing all Wealth Advisory Services. Sharon 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 currently serves as Chair of the Trusts and Estates Law Section Taxation Committee of the New York State Bar Association. She 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 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.

Sharon L. Klein is associated with the following items:
Web Segment  Web Segment Latest State-Level Estate Planning Developments Across the U.S. - 48th Annual Estate Planning Institute, Wednesday, September 13, 2017
MP3 Audio  MP3 Audio Latest State-Level Estate Planning Developments Across the U.S. - Latest State-Level Estate Planning Developments Across the U.S., Wednesday, September 13, 2017
Transcripts  Transcripts Latest State-Level Estate Planning Developments Across the U.S. - Latest State-Level Estate Planning Developments Across the U.S., Wednesday, September 13, 2017
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg Latest State-Level Estate Planning Developments Across the U.S. - Latest State-Level Estate Planning Developments Across the U.S., Wednesday, September 13, 2017
On-Demand Web Programs  On-Demand Web Programs 48th Annual Estate Planning Institute, Thursday, September 14, 2017, New York, NY
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