Sharon L. Klein

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

Sharon’s Recent activity

Draft Instructions Issued to Accompany Draft Form 706; Draft Form 709 Posted

Sep 24, 2012

Internal Revenue Service provides guidance on how to file estate tax return for 2012 decedents and posts a new gift tax return

Tennessee Phases Out Inheritance Tax and Repeals Gift Tax

Jun 26, 2012

IRS Issues Long-awaited Portability Guidance

Jun 25, 2012

Here’s a summary of the temporary regulations and proposed rules on the deceased spousal unused exclusion

The State of the States

Apr 01, 2012

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 key estate-planning issues that states were focused on as we...

Super Committee Unable to Reach Agreement

Nov 30, 2011

But a new bill proposes estate tax reforms

Possible Changes to Gift and Estate Tax Laws

Nov 10, 2011

Do they merit your consideration?

When the Dust Settles

Oct 01, 2010

Federal uncertainty about the estate tax and GST tax causes a ripple effect on state tax regimes.

Paying for the (Grand) Kids' College

Jan 01, 2008

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 in the most tax-efficient manner. So help clients plan well...

New Dilemmas

Mar 01, 2006

Traditionally, there has been tremendous tension between the competing interests of a trust's income and remainder beneficiaries. Investing pursuant to the Uniform Prudent Investor Act of 1994 (UPIA), which allows...