Investment Management Wealth Planning My Business Corporate & Institutional Wealth Advisory Corporate & Institutional Research & Insights About Us VIDEO Wealth Planning A Conversation with Estate Planning Hall of Famer Sharon Klein Bill LaFond, head of the Mid-Atlantic Region and the Family Wealth division for Wilmington Trust Wealth Management, sits down with Sharon Klein, president of the Eastern U.S. Region for Family Wealth, to discuss her approach in advising successful families and individuals, and to learn what has made her so successful in her career. This year is a very special year for Sharon because her peers have recognized her and elected her to the Estate Planning Hall of Fame, a highly respected industry honor. Please see important disclosures at the end of the video. TAGS Estate Planning, Video, Wealth Transfer Sharon L. Klein Senior Vice President Sharon is president of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A. She is responsible for overseeing the delivery... Read More William T. LaFond Wealth Area Executive, Mid-Atlantic Region and Family Wealth As the wealth area executive for the Mid-Atlantic region and Family Wealth, Bill is responsible for overseeing the teams that... Read More TRENDING INSIGHTS A Well-Formulated Gifting Strategy Can Be Crucial to a Successful Wealth Plan Talking to Your Children About the Family Wealth How to Effectively Plan Your Business Exit Strategy Episode 42: Blockchain and the Future of Digital Transactions A Conversation with Estate Planning Hall of Famer Sharon Klein Sign up here to receive insights designed to help you succeed SIGN UP NOW HELP SITE MAP PRIVACY / SECURITY TERMS OF USE CAREERS LOCATIONS WILMINGTON TRUST INVESTMENT ADVISORS WILMINGTON FUNDS WTRIS M&T BANK PRESS RELEASES LOGIN © 2021 M&T Bank Corporation and its subsidiaries. All rights reserved. Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC. M&T Bank Corporation's European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services. WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial LLC (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services. M&T Bank Equal Housing Lender. Bank NMLS #381076. Member FDIC. Investment and Insurance Products • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.