Sharon L. Klein

L. Klein

Sharon L. Klein is Managing Director of Family Office Services & Wealth Strategies at Wilmington Trust, N.A. 

Confronting Undue Influence in Your Practice? 
Sharon L. Klein asks Sandra D. Glazier, Thomas M. Dixon and Thomas F. Sweeney to answer some questions about the topic
The State of the States: 2014 
Sharon L. Klein offers an update on some key planning developments across the country in 2014
The State of the States: 2013 
Sharon L. Klein presents a guide to the most recent estate-planning developments around the U.S.
IRS Posts Form 706 Final Return and Instructions
On Oct. 4, the Internal Revenue Service posted final Form 706 for individuals dying in 2012. It posted final updated instructions on Oct. 12. Here’s an overview of the new form and instructions and how they compare to the prior versions.
IRS Posts Draft Form 709 Instructions
On Sept. 28, the Internal Revenue Service posted draft instructions to accompany previously posted draft 2012 Form 709. Here are some of the highlights.
State of the States Updated 
Sharon L. Klein reports on the recent developments, or lack thereof, in state law
Draft Instructions Issued to Accompany Draft Form 706; Draft Form 709 Posted
On Sept. 18, the IRS posted draft instructions to accompany draft Form 706, author Sharon Klein will guide you through the changes
Tennessee Phases Out Inheritance Tax and Repeals Gift Tax
Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York discusses the impact of new Tennessee legislation that eliminates its gift tax and phases out its inheritance tax
IRS Issues Long-awaited Portability Guidance
Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York provides highlights of the recently released Internal Revenue Service temporary regulations and proposed rules regarding the portability of the deceased spousal unused exclusion amount.
The State of the States 
While federal law remains in flux on numerous fronts, there's been a flurry of state-level developments on a number of topics. Here's an overview of some
Super Committee Unable to Reach Agreement
But a new bill proposes estate tax reforms
Possible Changes to Gift and Estate Tax Laws
Do they merit your consideration?
When the Dust Settles 
Federal uncertainty about the estate tax and GST tax causes a ripple effect on state tax regimes.
Paying for the (Grand) Kids' College 
Rising tuition for college education is a daunting reality for many parents and grandparents. Even the very wealthy would prefer to pay for higher education
New Dilemmas 
Traditionally, there has been tremendous tension between the competing interests of a trust's income and remainder beneficiaries. Investing pursuant to
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