About
Helping protect your legacy!! From the easy will to the most sophisticated tax plan.
My name is Sasha Klein and I am a accomplice within the personal wealth organization at Ward Damon. With over eleven years of enjoy and a post doctorate degree (LL.M) in tax regulation, I specialise in counseling individuals and families in private estate and tax planning topics. I awareness on advising customers on structuring their wealth to reduce taxes, often over a couple of generations. I love helping households solve their most touchy troubles.
My experience differs from many estate planning attorneys, due to the fact I hung out in-house serving as Fiduciary Counsel for boutique wealth management firms. Such enjoy allows me to be sensitive to the Trustee and Fiduciary issues that stand up for households. To that stop, I provide tailor-made recommendation on trustee and family governance systems to hold commercial enterprise establishments and manage potentially touchy circle of relatives dynamics.
I oversee all of these structures for the duration of the property and accept as true with management process.
In addition to property/tax making plans, I am proud to name myself an author, lecturer and community chief. I lecturer nationally and am a common published author on quite a number property planning, wealth management and tax regulation topics. I am also very involved in national and country associations, which include serving as the contemporary chair of the Digital Property Committee and Marketing Standing Committee, in addition to 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 determine of two younger children in Palm Beach County, I volunteer and assist some of civic and charitable organizations to higher the community
›
›
Location
Legal Issues
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Estate Planning
- Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Probate
- Probate Administration, Probate Litigation, Will Contests
Costs
Certificates
Languages
Accepted Jurisdictions
Experience
Educations
Graduation year: 2005
Graduation year: 2002
Graduation year: 1998
