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Why the Shift to a Longer-Term ‘Business Owner’ Mentality Is Driving Movement

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The 10 Best and 10 Worst States in Which to Retire in 2021

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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 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.

The State of the States: 2018

Dec 13, 2018

An update on key planning developments.

The State of the States: 2017

Dec 14, 2017

An update on key planning developments.

The State of the States: 2016

Dec 20, 2016

An update on key planning developments.

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