Sharon L. Klein
President, Family Wealth, Eastern Region
Sharon L. Klein is responsible for coordinating the delivery of all Wealth Advisory Services by teams of professionals, including planning, trust, investment management, family governance and education, family office, and private banking services, to high net worth clients in the Eastern United States. Sharon, who is a Fellow of the American Academy of Trusts and Estates Counsel, has over 25 years of experience in the wealth advisory arena, and is a nationally recognized speaker and author. She can be reached at 212-415-0531 or [email protected].
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
Whether counseling clients before, during or after marriage, advisors should be aware of important tools, techniques and other considerations in order to advantageously position their clients in the event of divorce. With the increasing overlap among different professional disciplines, advisors have much to gain from having cross-disciplinary fluency, particularly in light of recent tax law changes.
- A hidden asset when considering prenuptial planning that could be worth millions to the wealthier spouse, and a powerful negotiating tool for the non-monied spouse;
- Asset protection trusts: A potentially powerful premarital option;
- “Quiet” Trusts, with the ability to restrict beneficiary access to trust information;
- Documents that require immediate review in light of divorce;
- Compelling tools that could change otherwise irrevocable trust terms and distributions in the divorce context;
- Significance of credit solutions in divorce;
- Important considerations regarding the use of life insurance; and
- Significant latest tax law changes in the divorce context.
*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.