Sponsored By
Sharon L. Klein

Sharon L. Klein

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

Latest from Sharon L. Klein

Klein_GettyImages-2152014789.jpg
Estate Planning
The State of the States: 2024The State of the States: 2024
bySharon L. Klein, John M. Mirkin
Dec 17, 2024
37 Min Read
USA map illustration
Estate Planning
The State of the States: 2023The State of the States: 2023
bySharon L. Klein
Jan 2, 2024
32 Min Read

All from Sharon L. Klein

remote-work-beach.jpg
Estate Planning
The Telecommuting State Tax Battle
The Telecommuting State Tax Battle
Jan 4, 2023
|
5 Min Read
bySharon L. Klein, Jenna M. Cohn
Klein GettyImages-128386920.jpg
Estate Planning
The State of the States: 2022
The State of the States: 2022
Dec 19, 2022
|
37 Min Read
bySharon L. Klein, Jenna M. Cohn
nevada-state-capitol.jpg
Estate Planning
The Key Estate Planning Developments of 2021
The Key Estate Planning Developments of 2021
Dec 22, 2021
|
5 Min Read
+1
bySharon L. Klein, Jenna M. Cohnand 1 more
Klein -GettyImages-1128222520.jpg
Estate Planning
The State of the States: 2021
The State of the States: 2021
Dec 17, 2021
|
33 Min Read
+1
bySharon L. Klein, Jenna M. Cohnand 1 more
Schmidt-GettyImages-93188707.jpg
Estate Planning
The SLAT Trap
The SLAT Trap
Nov 23, 2021
|
15 Min Read
+1
bySharon L. Klein, Catherine G. Schmidtand 1 more
Klein-GettyImages-1278442963.jpg
Estate Planning
The State of the States: 2020
The State of the States: 2020
Dec 18, 2020
|
30 Min Read
bySharon L. Klein
usc-coronavirus-mask-skateboard.jpg
High Net Worth
Does School Upheaval Have Your Clients Thinking of Education?
Does School Upheaval Have Your Clients Thinking of Education?
Aug 31, 2020
|
4 Min Read
bySharon L. Klein
0120-TE-Klein.jpg
Estate Planning
The State of the States: 2019
The State of the States: 2019
Dec 18, 2019
|
26 Min Read
bySharon L. Klein
0719-te-domestic.jpg
Estate Planning
Warn Clients About Change in Taxation Of Trust Income After Divorce
Warn Clients About Change in Taxation Of Trust Income After Divorce
Jun 17, 2019
|
5 Min Read
bySharon L. Klein
klein119
Estate Planning
The State of the States: 2018
The State of the States: 2018
Dec 13, 2018
|
28 Min Read
bySharon L. Klein
klein118
Estate Planning
The State of the States: 2017
The State of the States: 2017
Dec 14, 2017
|
30 Min Read
bySharon L. Klein
kleinjan17
Estate Planning
The State of the States: 2016
The State of the States: 2016
Dec 20, 2016
|
34 Min Read
bySharon L. Klein
The State of the States: 2015
Estate Planning
The State of the States: 2015
The State of the States: 2015
Dec 21, 2015
|
28 Min Read
bySharon L. Klein
Confronting Undue Influence in Your Practice?
Estate Planning
Confronting Undue Influence in Your Practice?
Confronting Undue Influence in Your Practice?
Jun 25, 2015
|
14 Min Read
+2
bySharon L. Klein, Sandra D. Glazierand 2 more
The State of the States: 2014
Estate Planning
The State of the States: 2014
The State of the States: 2014
Dec 22, 2014
|
42 Min Read
bySharon L. Klein
IRS Posts Form 706 Final Return and Instructions
High Net Worth
IRS Posts Form 706 Final Return and Instructions
IRS Posts Form 706 Final Return and Instructions
Oct 18, 2012
|
4 Min Read
bySharon L. Klein
IRS Posts Draft Form 709 Instructions
High Net Worth
IRS Posts Draft Form 709 Instructions
IRS Posts Draft Form 709 Instructions
Oct 16, 2012
|
3 Min Read
bySharon L. Klein
State of the States Updated
Estate Planning
State of the States Updated
State of the States Updated
Sep 28, 2012
|
50 Min Read
bySharon L. Klein
Draft Instructions Issued to Accompany Draft Form 706; Draft Form 709 Posted
Estate Planning
Draft Instructions Issued to Accompany Draft Form 706; Draft Form 709 Posted
Draft Instructions Issued to Accompany Draft Form 706; Draft Form 709 Posted
Sep 24, 2012
|
8 Min Read
bySharon L. Klein
money gift ribbon
Estate Planning
Tennessee Phases Out Inheritance Tax and Repeals Gift Tax
Tennessee Phases Out Inheritance Tax and Repeals Gift Tax
Jun 26, 2012
|
4 Min Read
bySharon L. Klein
IRS Issues Long-awaited Portability Guidance
High Net Worth
IRS Issues Long-awaited Portability Guidance
IRS Issues Long-awaited Portability Guidance
Jun 25, 2012
|
5 Min Read
bySharon L. Klein
logo in a gray background |
Estate Planning
The State of the States
The State of the States
Apr 1, 2012
|
25 Min Read
bySharon L. Klein
logo in a gray background |
Estate Planning
When the Dust Settles 2010
When the Dust Settles
Oct 1, 2010
|
20 Min Read
bySharon L. Klein
logo in a gray background |
Industry News & Trends
Paying for the (Grand) Kids' College
Paying for the (Grand) Kids' College
Jan 1, 2008
|
20 Min Read
bySharon L. Klein
logo in a gray background |
Estate Planning
New Dilemmas
New Dilemmas
Mar 1, 2006
|
15 Min Read
bySharon L. Klein

Latest news

Larry Restieri and Bob Oros Hightower
Career Moves
Hightower CEO Bob Oros To Step Down
Hightower CEO Bob Oros To Step Down

Feb 11, 2025

empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034

Feb 11, 2025

stock market model portfolios
Investing Strategies
Morningstar: Advisor Use of Custom Model Portfolios Rises
Advisor Use of Custom Model Portfolios Rises

Feb 11, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 2, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices