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Prime Capital Hires OneDigital’s Jania Stout to Lead Retirement Plan Business

Nov 01, 2024

Sequoia Acquires $300M South Carolina RIA

Oct 31, 2024

Wilmington Trust Names New Wealth Management Leader

Oct 31, 2024

Building the $50 Million Team

Oct 31, 2024

The Diamond Podcast for Financial Advisors: Why A Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

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Scenes from the 10th Annual WealthManagement.com Industry Awards

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Sharon L. Klein

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

Sharon’s Recent activity

The State of the States: 2023

Jan 02, 2024

An update on key planning developments.

The Telecommuting State Tax Battle

Jan 04, 2023

The shift to working remotely comes with tax return implications.

The State of the States: 2022

Dec 19, 2022

An update on key planning developments.

The Key Estate Planning Developments of 2021

Dec 22, 2021

State legislatures have been very busy this year.

The State of the States: 2021

Dec 17, 2021

An update on key planning developments.

The SLAT Trap

Nov 23, 2021

Beware of income tax consequences of divorce.

The State of the States: 2020

Dec 18, 2020

An update on key planning developments.

Does School Upheaval Have Your Clients Thinking of Education?

Aug 31, 2020

Four reasons dynasty trusts may hold intriguing answers to certain questions.

The State of the States: 2019

Dec 18, 2019

An update on key planning developments.

Warn Clients About Change in Taxation Of Trust Income After Divorce

Jun 17, 2019

Sharon L. Klein discusses a change that will affect a grantor’s tax liability regarding future distributions received by the grantor’s ex-spouse.

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