Sharon L. Klein


Sharon L. Klein is Administrative Vice President and Managing Director of Family Office Services & Wealth Strategies at Wilmington Trust, N.A., where she assists high net worth clients in developing and implementing sophisticated planning strategies. She has presented at 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. She has been quoted or featured in The Wall Street Journal, The New York Times, Estate Planning Magazine and Trusts & Estates Magazine. Sharon serves as Co-Chair of the Taxation Committee of the New York State Bar Association’s Trusts and Estates Law Section and Vice-Chair of the Estate & Gift Tax Committee of the American Bar Association. She 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 Estates, Gifts and Trusts Advisory Board for The Bureau of National Affairs and the Professional Advisory Council of the Anti-Defamation League. She is the immediate past Chair of the Trusts, Estates and Surrogate’s Court Committee for the New York City Bar Association.