Helping protect your legacy!! From the simple will to the most sophisticated tax plan.
My name is Sasha Klein and I am a partner in the private wealth group at Ward Damon. With over 11 years of experience and a post doctorate degree (LL.M) in tax law, I specialize in counseling individuals and families in personal estate and tax planning matters. I focus on advising clients on structuring their wealth to minimize taxes, often over multiple generations. I love helping families solve their most sensitive issues.
My experience differs from many estate planning attorneys, because I spent time in-house serving as Fiduciary Counsel for boutique wealth management firms. Such experience allows me to be sensitive to the Trustee and Fiduciary issues that arise for families. To that end, I provide tailored advice on trustee and family governance structures to preserve business enterprises and manage potentially sensitive family dynamics.
I oversee all of these structures throughout the estate and trust administration process.
In addition to estate/tax planning, I am proud to call myself an author, lecturer and community leader. I lecturer nationally and am a frequent published author on a range of estate planning, wealth management and tax law topics. I am also very involved in national and state associations, including serving as the current chair of the Digital Property Committee and Marketing Standing Committee, as well as vice-chair of the Generation Skipping Transfer Tax Committee and of the Real Property, Trust and Estate Section of the American Bar Association (past vice-chair of the Individual and Fiduciary Income Tax Committee), Chair of the Legislation Committee for the Florida Bankers, and Immediate Past President of the Palm Beach Tax Institute (former Vice President, Treasurer and Secretary).
As a parent of two young children in Palm Beach County, I volunteer and support a number of civic and charitable organizations to better the community