Ward Damon

Ward Damon

Sasha A. Klein.

Profile

Sasha is a Partner and Chair of the firm’s Estate and Tax Planning group.

"Helping protect your legacy." With a passion for helping individuals and families solve their most sensitive issues, Sasha counsels affluent individuals and families in estates and trusts; estate, gift and generation skipping transfer taxes; and fiduciary and individual income taxation. She guides clients on structuring wealth to achieve their goals, including protecting against risk and minimizing transfer taxes at each generation. She also has extensive experience in advising on trustee and family governance structures to preserve business enterprises and manage sensitive family dynamics. Sasha oversees these structures throughout the estate and trust administration process. She also advises the Firm's fiduciary litigators on tax, trust and estate matters. Sasha holds both a post doctorate degree in tax law and an Accredited Estate Planner(R) designation, and was recently awarded “Trust Member of the Year” by the Florida Bankers Association.

Sasha has earned AV(R) PreeminentTM Peer Review Rating by Martindale-Hubbell, a professional rating indicating the highest ethical standards and professional ability. In addition to practicing trusts and estates, she lecturers nationally and is a frequently published author on a range of estate planning, wealth management and tax law topics. She has been a visiting professor at The University of Florida Levin College of Law on post mortem tax planning and holds numerous leadership roles in professional organizations, including in the trust and estate section of the American Bar Association, Florida Bar Association and Florida Bankers Association. Sasha also volunteers and supports numerous 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
  • 辽宁省福利彩票网stead Planning
  • Charitable Planning
  • Private Wealth 辽宁省福利彩票网
  • Digital Asset Planning
  • Florida Domicile Planning and Asset Protection

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

  • “Ready or Not, Electronic Wills Have Arrived!”, Journal of Financial 辽宁省福利彩票网 Professionals, September 2019.
  • “Be Sure to Check Your Wi-Fi Connection (Redux), Electronic Wills Have Arrived!”, Florida Banking, the flagship publication for the Florida Bankers Association, August 2019.
  • “Estate Planning in a Rising Interest Rate Environment, “Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, June/July 2019.
  • “Data Scraping and People Analytics: What Every Estate Planning Advisor Needs to Know,” Journal of Financial 辽宁省福利彩票网 Professionals, September 2018.
  • “The New Tax Law: It’s Déjà vu All Over Again,” Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, March/April 2018.
  • “Client Dilemma – Who Can I Trust?” Probate and Property Magazine, the flagship publication for the American Bar Association Section of Real Property Trust and Estate Law, July 2017.
  • “Florida Fiduciary Access to Digital Assets Act – The 411 – What You Should Know,” ActionLine, the flagship publication for the Florida Bar Section of Real Property Probate and Trust Law, September 2016.

Presentations

  • “Cyber Estate Planning and Administration,” American Institute of Federal Taxation, Birmingham, Alabama, June 19, 2019
  • “Trust ‘Boot Camp’ Planning Considerations", The Estate and Trust Annual Seminar, Palm Beach County Bar Association, The Estate and Probate CLE Committee, Palm Beach, Florida, March 26, 2019
  • “Post Mortem Tax Planning Class,” University of Florida Levin College of Law, Graduate Tax Program, Master of Laws in Taxation, LL.M. Program, June 25, 2018
  • The Directed Trust Evolution “Simon Says,” Florida Bankers Association 59th Annual Trust and Wealth Management Conference, Naples, Florida, October 28, 2017.
  • “Uniform Fiduciary Access to Digital Assets Act,” Florida Bankers Association 58th Annual Trust and Wealth Management Conference, Naples, Florida, September 1, 2016.
  • “The Digital Revolution,” American Bar Association Real Property, Trust and Estate Law Section Spring Symposia, Boston, MA, May 12, 2015.

  • Florida Bankers Association
    • Trust Executive Council
    • Chair of the Legislation Committee for Executive Trust Division
  • American Bar Association, Tax Section and Real Property Trust and Estate Section, Member 2006-Present
    • Chair of the Practice Group
    • Vice-Chair of the Marketing and Social Media Standing Committee, 2013 - Present
    • Vice Chair of the Generation Skipping Transfers Committee, 2016 - Present
    • Membership Standing Committee
    • Past Vice-Chair of the Individual and Fiduciary Income Tax Committee, 2013-2015
    • Member of the CLE Standing Committee, 2013-2015
    • Fellow of the RPTE Section, 2012
  • Florida Bar, Member – Taxation and Real Property Probate and Trust Law Sections, 2006 - Present
    • Estate and Trust Tax Planning Committee
    • Uniform Fiduciary Income and Principal Act Legislation Drafting Committee 2016-Present
    • Digital Asset Legislation Drafting Committee, 2013-2016
    • Digital Asset Committee, 2013-Present
  • Palm Beach Tax Institute, Board Member, (Past President 2015-2016)
  • Palm Beach Estate Planning Council; Board Member, Co-chair of Annual Supplement Committee
  • Florida Bar Association - Taxation and Real Property Probate and Trust Law Sections
  • DC Bar – Member – Taxation; Trust and Estate Sections, 2006-Present

Education

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


Bar Admission

  • Florida Bar
  • District of Columbia Bar
  • Place of Hope, Planned Giving Council
  • The Community Foundation of Palm Beach and Martin Counties, Professional Advisory Committee
  • The Benjamin School
    • Board Member, Benjamin Parents Association
    • Co-Chair of the Advertising Committee, BASH Event (flagship fundraising event for the school)
  • Jewish Women's Foundation, Fellow and Young Leader Society Class of 2015
  • Leadership Palm Beach County, Class of 2011
  • Jewish Federation of Palm Beach County – Professional Advisory Committee; Business and Professionals Committee
  • Emerging Leadership Program, Cohort 3, a collaboration between Jewish Federation of Palm Beach County and the Mandel Center for Excellence in Leadership
  • Florida Trend's Florida Legal Elite, 2019
  • Accredited Estate Planner (AEP) Designation
  • Awarded Trust Member of the Year by the Florida Bankers Association, 2018
  • Lawyers of Distinction, 2018 – Present
  • America’s Most Honored Professionals, 2017 – Present
  • 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
  • Awarded America's Most Honored Professionals 2017 Distinction by the American Registry
  • Awarded Lawyers of Distinction for Estate Planning, 2018
  • Fellow for the American Bar Association Real Property Trust and Estate Section, 2011
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
  • 辽宁省福利彩票网stead Planning
  • Charitable Planning
  • Private Wealth 辽宁省福利彩票网
  • Digital Asset Planning
  • Florida Domicile Planning and Asset Protection

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

  • “Ready or Not, Electronic Wills Have Arrived!”, Journal of Financial 辽宁省福利彩票网 Professionals, September 2019.
  • “Be Sure to Check Your Wi-Fi Connection (Redux), Electronic Wills Have Arrived!”, Florida Banking, the flagship publication for the Florida Bankers Association, August 2019.
  • “Estate Planning in a Rising Interest Rate Environment, “Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, June/July 2019.
  • “Data Scraping and People Analytics: What Every Estate Planning Advisor Needs to Know,” Journal of Financial 辽宁省福利彩票网 Professionals, September 2018.
  • “The New Tax Law: It’s Déjà vu All Over Again,” Probate and Property Magazine for the American Bar Association Section of Real Property Trust and Estate Law, March/April 2018.
  • “Client Dilemma – Who Can I Trust?” Probate and Property Magazine, the flagship publication for the American Bar Association Section of Real Property Trust and Estate Law, July 2017.
  • “Florida Fiduciary Access to Digital Assets Act – The 411 – What You Should Know,” ActionLine, the flagship publication for the Florida Bar Section of Real Property Probate and Trust Law, September 2016.

Presentations

  • “Cyber Estate Planning and Administration,” American Institute of Federal Taxation, Birmingham, Alabama, June 19, 2019
  • “Trust ‘Boot Camp’ Planning Considerations", The Estate and Trust Annual Seminar, Palm Beach County Bar Association, The Estate and Probate CLE Committee, Palm Beach, Florida, March 26, 2019
  • “Post Mortem Tax Planning Class,” University of Florida Levin College of Law, Graduate Tax Program, Master of Laws in Taxation, LL.M. Program, June 25, 2018
  • The Directed Trust Evolution “Simon Says,” Florida Bankers Association 59th Annual Trust and Wealth Management Conference, Naples, Florida, October 28, 2017.
  • “Uniform Fiduciary Access to Digital Assets Act,” Florida Bankers Association 58th Annual Trust and Wealth Management Conference, Naples, Florida, September 1, 2016.
  • “The Digital Revolution,” American Bar Association Real Property, Trust and Estate Law Section Spring Symposia, Boston, MA, May 12, 2015.

Professional Memberships

  • Florida Bankers Association
    • Trust Executive Council
    • Chair of the Legislation Committee for Executive Trust Division
  • American Bar Association, Tax Section and Real Property Trust and Estate Section, Member 2006-Present
    • Chair of the Practice Group
    • Vice-Chair of the Marketing and Social Media Standing Committee, 2013 - Present
    • Vice Chair of the Generation Skipping Transfers Committee, 2016 - Present
    • Membership Standing Committee
    • Past Vice-Chair of the Individual and Fiduciary Income Tax Committee, 2013-2015
    • Member of the CLE Standing Committee, 2013-2015
    • Fellow of the RPTE Section, 2012
  • Florida Bar, Member – Taxation and Real Property Probate and Trust Law Sections, 2006 - Present
    • Estate and Trust Tax Planning Committee
    • Uniform Fiduciary Income and Principal Act Legislation Drafting Committee 2016-Present
    • Digital Asset Legislation Drafting Committee, 2013-2016
    • Digital Asset Committee, 2013-Present
  • Palm Beach Tax Institute, Board Member, (Past President 2015-2016)
  • Palm Beach Estate Planning Council; Board Member, Co-chair of Annual Supplement Committee
  • Florida Bar Association - Taxation and Real Property Probate and Trust Law Sections
  • DC Bar – Member – Taxation; Trust and Estate Sections, 2006-Present

Education and Bar Admission

Education

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


Bar Admission

  • Florida Bar
  • District of Columbia Bar

Community & Civic Service

  • Place of Hope, Planned Giving Council
  • The Community Foundation of Palm Beach and Martin Counties, Professional Advisory Committee
  • The Benjamin School
    • Board Member, Benjamin Parents Association
    • Co-Chair of the Advertising Committee, BASH Event (flagship fundraising event for the school)
  • Jewish Women's Foundation, Fellow and Young Leader Society Class of 2015
  • Leadership Palm Beach County, Class of 2011
  • Jewish Federation of Palm Beach County – Professional Advisory Committee; Business and Professionals Committee
  • Emerging Leadership Program, Cohort 3, a collaboration between Jewish Federation of Palm Beach County and the Mandel Center for Excellence in Leadership

Honors

  • Florida Trend's Florida Legal Elite, 2019
  • Accredited Estate Planner (AEP) Designation
  • Awarded Trust Member of the Year by the Florida Bankers Association, 2018
  • Lawyers of Distinction, 2018 – Present
  • America’s Most Honored Professionals, 2017 – Present
  • 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
  • Awarded America's Most Honored Professionals 2017 Distinction by the American Registry
  • Awarded Lawyers of Distinction for Estate Planning, 2018
  • Fellow for the American Bar Association Real Property Trust and Estate Section, 2011
Ward Damon

ward damon

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