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Our guest speaker is Sharon Klein, an attorney who oversees the delivery of Wealth Management services including estate planning, trusts, investment management, family education, family office administration, and private banking services for Wilmington Trust in New York, New York.  Ms. Klein is a fellow of the American College of Trust and Estate Counsel, the Executive Director of the New York Bankers Association Trust & Investment Division, a member of the Estate, Gifts, and Trusts Advisory Board for the Bureau of National Affairs, and sits on the Thomson Reuters Trusts & Estates Advisory Board.  She was also inducted into the Estate Planning Holl of Fame in 2021. Sharon is an author and well-known speaker who has presented at conferences across the United States, including The Heckerling Institute.