Ward Damon

Sasha A. Klein

Profile

Sasha is a partner in the private wealth group at with Ward Damon, PL. "Helping protect your legacy - from the simple to the most sophisticated!" To that end, Sasha counsels affluent individuals and families in personal tax and estate planning. She advises on structuring wealth to achieve client goals, including protecting against risk and minimizing income, estate, gift and generation-skipping transfer taxes, often over multiple generations. Her experience also includes advice on trustee and family governance structures to preserve business enterprises and manage potentially sensitive family dynamics. Sasha oversees these structures throughout the estate and trust administration process. Sasha also advises the firm’s fiduciary litigators on tax, trust and estate matters. Sasha holds a post doctorate degree in tax law. She loves helping individuals and families solve their most sensitive issues.

She has earned AV® Preeminent™ Peer Review Rating by Martindale-Hubbell, a professional rating indicating the highest ethical standards and professional ability and an AVVO top rating of 10. In addition to practicing estate/tax planning, she lecturers nationally and is a frequent published author on a range of estate planning, wealth management and tax law topics. She is very active in the Trust and Estate sections of the American and Florida Bar, holding numerous leadership roles. As a parent of two young children in Palm Beach County, Sasha also volunteers and supports a number of civic and charitable organizations serving the community.

  • Estate and Gift Planning
  • Estate and Trust Administration
  • Multigenerational Family Business and Succession Planning
  • Fiduciary Selection and Family Governance
  • Taxation
  • Post-mortem Planning
  • Homestead Planning
  • Charitable Planning
  • Private Wealth Services

National lecturer and frequent published author on a range of estate planning, wealth management, tax law and related topics for numerous organizations and clients.

Examples include:

Publications

  • SashaAKlein.com (Blog) - Creator and Author
  • Estate Tax Repeal: How Might it Happen, and 12 Actions Clients Can Take, Journal of Financial Service Professionals (Vol. No.), to be published July 2017.
  • "New Digital Assets Law - Opt In or Risk Becoming Lost in (Cyber) Space?" Palm Beach Daily News, Estate Planning Supplement, Winter 2016.
  • "Florida Fiduciary Access to Digital Assets Act - The 411 - What You Should Know," ActionLine (Florida Bar - the Flagship Publication of the Section of Real Property Probate and Trust Law), published September 2016.
  • "Who Will Delete You?" Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, published July/August 2016.
  • "Three Tax Strategies that Magnify Charitable Gifts," Tax Bulletin (Florida Bar - the Flagship publication of the Tax Section), Spring 2016.
  • "A Practical Guide to Trustee Selection: A Review of the Most Common Tax (and Nontax) Traps," Florida Bar Journal, published April 2016 (Vol. 90 No. 4).
  • "Protect Your Digital Footprint," Palm Beach Daily News, Estate Planning Supplement, Winter 2015.
  • "Who Will Delete You? Fiduciary Access to Digital Assets," ActionLine (Florida Bar - the Flagship Publication of the Section of Real Property Probate and Trust Law), published December 2015.
  • "Understand and Protect Your #DigitalFootprint," South Florida Legal Guide, November 2015.
  • "#Where Are Our Family Photos?!? Planning for Digital Legacy," in "The Best ABA Sections" of GPSolo Magazine for the American Bar Association Section of the General Practice, Solo & Small Firm Division, reprinted May/June 2015.
  • "Two Strategies to Magnify Your Charitable Gifts through Trusts!" Kravis Center Magazine, July 2015.
  • "3 Ways to Maximize Charitable Gifts through Trusts!," Journal of Financial Services Professionals, published July 2015.
  • "Bitcoin: Are You Ready for this Change?," Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, published March 2015.
  • "Plan Ahead - Protect your #DigitalFootprint," Florida Bar Journal, published January 2015.
  • "#Where Are Our Family Photos?!? Planning for Digital Legacy," Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, published January/February 2015.
  • "Taking Control - Six Notable Strategies to Manage Net Investment Income Tax", Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, November/December 2014.
  • "Bitcoin: Change for a Dollar?" Palm Beach Daily News, Estate Planning Supplement, Winter 2014.
  • "Bitcoin: How to Handle Digital Change for a Dollar!" Florida Banking, December 2014.
  • "Bitcoin: Change for a Dollar?" Journal of Financial Service Professionals, November 2014.
  • "Moving On: Three Exciting Strategies to Manage NIIT," Journal of Financial Service Professionals (Vol. No.), July 2014.
  • "Avoid Being Disconnected: Estate Planning and Digital Assets," Florida Banking, April 2014.
  • "Estate Planning with Digital Assets - Where Are We Now," Journal of Financial Services Professionals (Vol.68 No.2) March 2014.
  • "The Rising Tide of Fiduciary Taxes - And One Capital Gain Strategy to Help Trusts from Getting Swamped," Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, September 2013.
  • "Trust Taxation in 2013 - More and Higher: the Net Investment Income Tax and a Capital Gains Loophole," Florida Banking, September 2013.
  • "Taxes Jump for Trusts - Is Distributing the Answer?" Journal of Financial Service Professionals, July 2013.
  • "Fiduciary Income Taxation - The Not-So-Basic Basics," Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, April 2012.
  • "The Perfect Storm - Stark II," Medical Journal 2004.


Presentations

  • "RUFADAA and Planning with Digital Property," American Bar Association Real Property, Trust and Estate Law Section, eCLE Webinar, November 1, 2016.
  • "Uniform Fiduciary Access to Digital Assets Act," Florida Bankers Association, September 1, 2016.
  • "The Digital Revolution," American Bar Association RPTE Section Spring Symposia, Boston, MA, May 12, 2015.
  • "Don't Let Someone take a Byte Out of Your Digital Assets: CTRL-ALT-DELETE," Florida Bar RPPTL, April 26, 2016.
  • "Who Will Delete You? Understanding and Protecting Your Digital #Footprint," Boca Raton Chapter of PAF, March 10, 2016.
  • "Selecting Trustees and Structuring Trustee Powers," Strafford, Webinar, December 3, 2015.
  • "Estate Planning Strategies for Minimizing the Net Investment Income Tax on Trusts and Estates," Strafford, Webinar, July 22, 2015.
  • "Digital Assets, Understanding and Protecting the #DigitalFootprint," Paralegal Association of Florida, Inc. Treasure Coast Chapter's Annual Seminar, July 17, 2015.
  • "Freezing, Deferring or Supercharging ... Does it Still Make Sense," American Bar Association Real Property, Trust and Estate Law Section Group Call, May 2015.
  • "The Key Concepts of the Florida Uniform Principal and Income Act," Florida Bar Tax Section, Fall Meeting, Ft. Lauderdale, FL, October, 2014.
  • "7 Key Concepts of the Florida Uniform Principal and Income Act," Florida Bankers Association, Trust and Wealth Management Conference, Sarasota, FL, September 2014.
  • "Directed Trusts in Florida," Bessemer Lunch and Learn Seminar, August 2014.
  • "New Investment Income Tax: Planning Ideas to Tax Capital Gains to Beneficiaries," American Bar Association Section of Real Property Trust and Estates, Spring Symposia, Chicago, IL, May 2014.
  • "Material Participation under Section 1411, including Qualified Subchapter S Trusts - When Does it Apply?" American Bar Association Real Property, Trust and Estate Law Section Group Call, March 2014.
  • "Creative Trust and Tax Strategies, 4 GRAT Strategies, Fun With Family Loans, Understand the Power to Adjust, NIIT Planning: 3 Ways to Tax Capital Gains to Trust Beneficiaries," Estate Planning Council of the Northeast Florida, Jacksonville, FL, November 2013.
  • "The Crossroads of Trust Law and Finance: 6 Creative GRAT Strategies, Why Power to Adjust is not a Distribution Power and Net Investment Income Tax Planning: 3 Ways to Tax Capital Gains to Trust Beneficiaries," - Florida Bar Tax Section Amelia Island Meeting - American Association of Attorney-CPA's, July 2013.
  • "Ten Things To Know About Florida Law," Bessemer Trust Training, June 2013.
  • "Basic Trust and Fiduciary Income Taxation," American Bar Association Real Property, Trust and Estate Law Section Webinar, May 2013.
  • "Income Taxation of Trusts and Estates," American Bar Association Real Property, Trust and Estate Law Section Paralegal eLearning Session #6, May 2013.
  • "Types of Trusts," Bessemer Trust Training, Wilmington, DE, March 2013 (co-presenter).
  • "8 Key Changes to the Florida Principal and Income Act," Palm Beach Tax Institute, West Palm Beach, FL, November 2012.
  • "Fiduciary Income Taxation: The Not-So-Basic Basics," American Bar Association Real Property, Trust and Estate Law Section eCLE, June 2012.
  • "The Impact of Florida Law on the Life of a Client Advisor," Bessemer Trust Training, Miami, FL, Naples, FL and New York City, NY, November 2011, October 2011 and May 2012.
  • "Bleeding Green - How to Protect Our Client's Best Interests and Our Collective Pockets," Bessemer Wealth Management Training, New York City, New York, February 2012.
  • "Federal Income Tax Planning," American Bar Association Real Property, Trust and Estate Law Section eCLE, March 2011 (moderator).
  • "Estate Planning Update," Atlantic Chapter of the FICPA, Ft. Lauderdale, FL, December 2010 (co-presenter).
  • "Estate Planning and Asset Protection 101", National Football League Players Association Spring Meeting, Fort Lauderdale, FL, May 2010.
  • "What Happens if You Die Without a Will", NFL Players Association Financial Advisors Conference, Fort Lauderdale, FL, May 2010.
  • "Carried Interests and Where Are We Now?," American Bar Association Section of Real Property Trust and Estates, Spring Symposia, Philadelphia, PA, May 2010.
  • "Fiduciary Income Tax Planning - Entity Issues," Palm Beach Tax Institute, Palm Beach, November 2009.
  • Florida Bankers Association - Trust Executive Council and Chair of the Legislation Committee for Executive Trust Division.
  • American Bar Association, Tax Section and Real Property Trust and Estate Section, Member 2006-Present
    • Vice-Chair of the Marketing and Social Media Standing Committee, 2013 - Present
    • Vice Chair of the Generation Skipping Transfers Committee, 2016 - Present
    • Fellow, 2012
    • Vice-Chair of the Individual and Fiduciary Income Tax Committee, 2013-2015
    • Member of the CLE Standing Committee, 2013-2015
  • Florida Bar, Member – Taxation and Real Property Probate and Trust Law Sections, 2006 - Present
    • Estate and Trust Tax Planning Committee
    • Digital Asset Legislation Drafting Committee, 2013-2016
    • Digital Asset Committee, 2013-Present
  • DC Bar – Member – Taxation; Trust and Estate Sections, 2006-Present
  • President, Palm Beach Tax Institute, 2015-2016
  • Board Member, Palm Beach Tax Institute, 2010-Present
  • Palm Beach Estate Planning Council; Member, 2007-Present; Annual Supplement Committee 2014-2016

Education

  • University of Florida Levin College of Law, LL.M., 2006 Graduate Tax Program.
  • Vanderbilt University Law School, Juris Doctorate (J.D.); Law and Business Certificate, 2005
  • University of Florida Warrington College of Business, B.S.B.A., summa cum laude, 2001.
  • Studied International Finance and Managerial Economics at Richmond University in London England, 2001.


Bar Admission

  • Florida Bar
  • District of Columbia Bar
  • Place of Hope, Planned Giving Council
  • The Benjamin School, BPA
  • Leadership Palm Beach County, Class of 2011
  • Emerging Leadership Program, Cohort 3, a collaboration between Jewish Federation of Palm Beach County and the Mandel Center for Excellence in Leadership.
  • Jewish Women’s Foundation, YLS, Class of 2015.
  • AV Preeminent Rating by Martindale-Hubbell, indicates highest possible rating in both legal ability and ethical standards
  • AVVO rating 10, indicates highest possible rating
  • Testified in front of the Florida legislature and interviewed Florida legislators on behalf of the Florida Fiduciary Access to Digital Assets Act, which was enacted July 2016.
  • Awarded Best Article for the American Bar Association GP Solo Section, republished in GP Solo Magazine.
  • Awarded the 2014 Excellence in Writing Award from Probate and Property, the flagship publication for the American Bar Association Real Property Trust and Estates Section.
  • Awarded the 2015 Cover Feature for the March/April Edition from Probate and Property.
  • Publisher of Comments to IRS Regulations.
  • President of Law and Business Society at Vanderbilt Law School
  • Research Assistant for Jeffrey A. Schoenblum, Centennial Professor of Law at Vanderbilt Law School
Ward Damon

Areas of Practice

Areas of Practice

  • Estate and Gift Planning
  • Estate and Trust Administration
  • Multigenerational Family Business and Succession Planning
  • Fiduciary Selection and Family Governance
  • Taxation
  • Post-mortem Planning
  • Homestead Planning
  • Charitable Planning
  • Private Wealth Services

Publications and Presentations

National lecturer and frequent published author on a range of estate planning, wealth management, tax law and related topics for numerous organizations and clients.

Examples include:

Publications

  • SashaAKlein.com (Blog) - Creator and Author
  • Estate Tax Repeal: How Might it Happen, and 12 Actions Clients Can Take, Journal of Financial Service Professionals (Vol. No.), to be published July 2017.
  • "New Digital Assets Law - Opt In or Risk Becoming Lost in (Cyber) Space?" Palm Beach Daily News, Estate Planning Supplement, Winter 2016.
  • "Florida Fiduciary Access to Digital Assets Act - The 411 - What You Should Know," ActionLine (Florida Bar - the Flagship Publication of the Section of Real Property Probate and Trust Law), published September 2016.
  • "Who Will Delete You?" Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, published July/August 2016.
  • "Three Tax Strategies that Magnify Charitable Gifts," Tax Bulletin (Florida Bar - the Flagship publication of the Tax Section), Spring 2016.
  • "A Practical Guide to Trustee Selection: A Review of the Most Common Tax (and Nontax) Traps," Florida Bar Journal, published April 2016 (Vol. 90 No. 4).
  • "Protect Your Digital Footprint," Palm Beach Daily News, Estate Planning Supplement, Winter 2015.
  • "Who Will Delete You? Fiduciary Access to Digital Assets," ActionLine (Florida Bar - the Flagship Publication of the Section of Real Property Probate and Trust Law), published December 2015.
  • "Understand and Protect Your #DigitalFootprint," South Florida Legal Guide, November 2015.
  • "#Where Are Our Family Photos?!? Planning for Digital Legacy," in "The Best ABA Sections" of GPSolo Magazine for the American Bar Association Section of the General Practice, Solo & Small Firm Division, reprinted May/June 2015.
  • "Two Strategies to Magnify Your Charitable Gifts through Trusts!" Kravis Center Magazine, July 2015.
  • "3 Ways to Maximize Charitable Gifts through Trusts!," Journal of Financial Services Professionals, published July 2015.
  • "Bitcoin: Are You Ready for this Change?," Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, published March 2015.
  • "Plan Ahead - Protect your #DigitalFootprint," Florida Bar Journal, published January 2015.
  • "#Where Are Our Family Photos?!? Planning for Digital Legacy," Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, published January/February 2015.
  • "Taking Control - Six Notable Strategies to Manage Net Investment Income Tax", Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, November/December 2014.
  • "Bitcoin: Change for a Dollar?" Palm Beach Daily News, Estate Planning Supplement, Winter 2014.
  • "Bitcoin: How to Handle Digital Change for a Dollar!" Florida Banking, December 2014.
  • "Bitcoin: Change for a Dollar?" Journal of Financial Service Professionals, November 2014.
  • "Moving On: Three Exciting Strategies to Manage NIIT," Journal of Financial Service Professionals (Vol. No.), July 2014.
  • "Avoid Being Disconnected: Estate Planning and Digital Assets," Florida Banking, April 2014.
  • "Estate Planning with Digital Assets - Where Are We Now," Journal of Financial Services Professionals (Vol.68 No.2) March 2014.
  • "The Rising Tide of Fiduciary Taxes - And One Capital Gain Strategy to Help Trusts from Getting Swamped," Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, September 2013.
  • "Trust Taxation in 2013 - More and Higher: the Net Investment Income Tax and a Capital Gains Loophole," Florida Banking, September 2013.
  • "Taxes Jump for Trusts - Is Distributing the Answer?" Journal of Financial Service Professionals, July 2013.
  • "Fiduciary Income Taxation - The Not-So-Basic Basics," Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, April 2012.
  • "The Perfect Storm - Stark II," Medical Journal 2004.


Presentations

  • "RUFADAA and Planning with Digital Property," American Bar Association Real Property, Trust and Estate Law Section, eCLE Webinar, November 1, 2016.
  • "Uniform Fiduciary Access to Digital Assets Act," Florida Bankers Association, September 1, 2016.
  • "The Digital Revolution," American Bar Association RPTE Section Spring Symposia, Boston, MA, May 12, 2015.
  • "Don't Let Someone take a Byte Out of Your Digital Assets: CTRL-ALT-DELETE," Florida Bar RPPTL, April 26, 2016.
  • "Who Will Delete You? Understanding and Protecting Your Digital #Footprint," Boca Raton Chapter of PAF, March 10, 2016.
  • "Selecting Trustees and Structuring Trustee Powers," Strafford, Webinar, December 3, 2015.
  • "Estate Planning Strategies for Minimizing the Net Investment Income Tax on Trusts and Estates," Strafford, Webinar, July 22, 2015.
  • "Digital Assets, Understanding and Protecting the #DigitalFootprint," Paralegal Association of Florida, Inc. Treasure Coast Chapter's Annual Seminar, July 17, 2015.
  • "Freezing, Deferring or Supercharging ... Does it Still Make Sense," American Bar Association Real Property, Trust and Estate Law Section Group Call, May 2015.
  • "The Key Concepts of the Florida Uniform Principal and Income Act," Florida Bar Tax Section, Fall Meeting, Ft. Lauderdale, FL, October, 2014.
  • "7 Key Concepts of the Florida Uniform Principal and Income Act," Florida Bankers Association, Trust and Wealth Management Conference, Sarasota, FL, September 2014.
  • "Directed Trusts in Florida," Bessemer Lunch and Learn Seminar, August 2014.
  • "New Investment Income Tax: Planning Ideas to Tax Capital Gains to Beneficiaries," American Bar Association Section of Real Property Trust and Estates, Spring Symposia, Chicago, IL, May 2014.
  • "Material Participation under Section 1411, including Qualified Subchapter S Trusts - When Does it Apply?" American Bar Association Real Property, Trust and Estate Law Section Group Call, March 2014.
  • "Creative Trust and Tax Strategies, 4 GRAT Strategies, Fun With Family Loans, Understand the Power to Adjust, NIIT Planning: 3 Ways to Tax Capital Gains to Trust Beneficiaries," Estate Planning Council of the Northeast Florida, Jacksonville, FL, November 2013.
  • "The Crossroads of Trust Law and Finance: 6 Creative GRAT Strategies, Why Power to Adjust is not a Distribution Power and Net Investment Income Tax Planning: 3 Ways to Tax Capital Gains to Trust Beneficiaries," - Florida Bar Tax Section Amelia Island Meeting - American Association of Attorney-CPA's, July 2013.
  • "Ten Things To Know About Florida Law," Bessemer Trust Training, June 2013.
  • "Basic Trust and Fiduciary Income Taxation," American Bar Association Real Property, Trust and Estate Law Section Webinar, May 2013.
  • "Income Taxation of Trusts and Estates," American Bar Association Real Property, Trust and Estate Law Section Paralegal eLearning Session #6, May 2013.
  • "Types of Trusts," Bessemer Trust Training, Wilmington, DE, March 2013 (co-presenter).
  • "8 Key Changes to the Florida Principal and Income Act," Palm Beach Tax Institute, West Palm Beach, FL, November 2012.
  • "Fiduciary Income Taxation: The Not-So-Basic Basics," American Bar Association Real Property, Trust and Estate Law Section eCLE, June 2012.
  • "The Impact of Florida Law on the Life of a Client Advisor," Bessemer Trust Training, Miami, FL, Naples, FL and New York City, NY, November 2011, October 2011 and May 2012.
  • "Bleeding Green - How to Protect Our Client's Best Interests and Our Collective Pockets," Bessemer Wealth Management Training, New York City, New York, February 2012.
  • "Federal Income Tax Planning," American Bar Association Real Property, Trust and Estate Law Section eCLE, March 2011 (moderator).
  • "Estate Planning Update," Atlantic Chapter of the FICPA, Ft. Lauderdale, FL, December 2010 (co-presenter).
  • "Estate Planning and Asset Protection 101", National Football League Players Association Spring Meeting, Fort Lauderdale, FL, May 2010.
  • "What Happens if You Die Without a Will", NFL Players Association Financial Advisors Conference, Fort Lauderdale, FL, May 2010.
  • "Carried Interests and Where Are We Now?," American Bar Association Section of Real Property Trust and Estates, Spring Symposia, Philadelphia, PA, May 2010.
  • "Fiduciary Income Tax Planning - Entity Issues," Palm Beach Tax Institute, Palm Beach, November 2009.

Professional Memberships

  • Florida Bankers Association - Trust Executive Council and Chair of the Legislation Committee for Executive Trust Division.
  • American Bar Association, Tax Section and Real Property Trust and Estate Section, Member 2006-Present
    • Vice-Chair of the Marketing and Social Media Standing Committee, 2013 - Present
    • Vice Chair of the Generation Skipping Transfers Committee, 2016 - Present
    • Fellow, 2012
    • Vice-Chair of the Individual and Fiduciary Income Tax Committee, 2013-2015
    • Member of the CLE Standing Committee, 2013-2015
  • Florida Bar, Member – Taxation and Real Property Probate and Trust Law Sections, 2006 - Present
    • Estate and Trust Tax Planning Committee
    • Digital Asset Legislation Drafting Committee, 2013-2016
    • Digital Asset Committee, 2013-Present
  • DC Bar – Member – Taxation; Trust and Estate Sections, 2006-Present
  • President, Palm Beach Tax Institute, 2015-2016
  • Board Member, Palm Beach Tax Institute, 2010-Present
  • Palm Beach Estate Planning Council; Member, 2007-Present; Annual Supplement Committee 2014-2016

Education and Bar Admission

Education

  • University of Florida Levin College of Law, LL.M., 2006 Graduate Tax Program.
  • Vanderbilt University Law School, Juris Doctorate (J.D.); Law and Business Certificate, 2005
  • University of Florida Warrington College of Business, B.S.B.A., summa cum laude, 2001.
  • Studied International Finance and Managerial Economics at Richmond University in London England, 2001.


Bar Admission

  • Florida Bar
  • District of Columbia Bar

Community & Civic Service

  • Place of Hope, Planned Giving Council
  • The Benjamin School, BPA
  • Leadership Palm Beach County, Class of 2011
  • Emerging Leadership Program, Cohort 3, a collaboration between Jewish Federation of Palm Beach County and the Mandel Center for Excellence in Leadership.
  • Jewish Women’s Foundation, YLS, Class of 2015.

Honors

  • AV Preeminent Rating by Martindale-Hubbell, indicates highest possible rating in both legal ability and ethical standards
  • AVVO rating 10, indicates highest possible rating
  • Testified in front of the Florida legislature and interviewed Florida legislators on behalf of the Florida Fiduciary Access to Digital Assets Act, which was enacted July 2016.
  • Awarded Best Article for the American Bar Association GP Solo Section, republished in GP Solo Magazine.
  • Awarded the 2014 Excellence in Writing Award from Probate and Property, the flagship publication for the American Bar Association Real Property Trust and Estates Section.
  • Awarded the 2015 Cover Feature for the March/April Edition from Probate and Property.
  • Publisher of Comments to IRS Regulations.
  • President of Law and Business Society at Vanderbilt Law School
  • Research Assistant for Jeffrey A. Schoenblum, Centennial Professor of Law at Vanderbilt Law School
Ward Damon