Sasha Klein

Sasha Klein

Palm Beach, Florida, United States
2K followers 500+ connections

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About

Helping protect and grow your legacy! To that end, as a Partner with PwC Private, I guide…

Experience

  • PwC Graphic

    PwC

    Florida, United States

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    West Palm Beach, Florida

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    West Palm Beach, Florida Area

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    Boca Raton, Florida

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    Florida Offices (Palm Beach, Miami & Naples)

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    Palm Beach Gardens, FL

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    Orlando, Florida Area and West Palm Beach, FL

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    University of Florida, Gainesville

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    Vanderbilt Law School, Nashville, TN

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    Vanderbilt Law School, Nashville, TN

Education

  • Vanderbilt University Law School Graphic

    Vanderbilt University Law School

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    Activities and Societies: President of the Law & Business Society; President of Jewish Law Students Association; Social Committee Chair for the Women law Student Association; Member of the Vanderbilt Ambassadors; Mock Trial; Moot Court; Legal Writing Teaching Assistant; Phi Delta Phi Legal Honor Society

  • Activities and Societies: Phi Kappa Phi Honor Society; Phi Alpha Delta Legal Honors Fraternity; Beta Gamma Sigma Business Honor Society; Delta Phi Epsilon Sorority; Student Government, Cabinet Director; GATORPAC, The American Israel Public Affairs Committee at the University of Florida; Golden Key National Honor Society; National Society of Collegiate Scholars; Volunteered at the Alachua Regional Juvenile Detention Center; Club Soccer; Intramural Sports

    President’s Honor Roll; Dean’s List every semester; Published thesis: Privacy on the Internet, 2000-2001 for the University of Florida’s Scholars Program; Anderson Award: Scholar of Highest Merit

Licenses & Certifications

Volunteer Experience

Honors & Awards

  • Women In Law

    Lawyer Monthly

    Won the 2024 Lawyer Monthly Magazine’s
    “Women in Law” Award in the category of taxation.

  • Fellow

    American Bar Foundation

  • Best Lawyers in America

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    2022

  • Top Lawyers - Jupiter Magazine

    Jupiter Magazine

    2022 and 2023

  • Palm Beach Top Lawyers -Palm Beach Illustrated

    Palm Beach Illustrated

    2020 & 2021

  • Legal Elite

    Florida Trend

    2019, 2020 & 2021

  • 10 Best Estate Planning Attorneys in America

    American Institute of Legal Counsel

  • Trust Member of the Year

    Florida Bankers Association

  • Accredited Estate Planner (AEP) with Distinction

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  • AVVO Rating 10 - Superb

    AVVO

  • Martindale - AV Rating!

    Martindale

  • Best Article in ABA Sections

    GP Solo - American Bar Association

  • Enactment of the Florida Fiduciary Access to Digital Assets Ac

    Florida Bankers/Florida Bar

    Florida Bankers/Florida Bar - Helped Draft the legislation and Testified in front of (and interviewed and lobbied) Florida Legislators of behalf of FFADDA.

  • 2014 Excellence in Writing Award

    Probate and Property - Real Property Trust and Estate Section of the American Bar Flagship Publication

  • Fellow - Leadership Palm Beach County

    Leadership Palm Beach County

Organizations

  • The Benjamin School

    Chair of the Board of Trustees; Board Member; Co-Chair Advertising Committee for BASH

    - Present

    Board of Trustees

  • Place of Hope

    Planned Giving Council

    - Present

  • Florida Bankers Association

    Chair of the Legislation Committee + Trust Executive Council + Government Relations Committee

    - Present

  • Palm Beach Estate Planning Council

    Board Member, Treasurer, Editorial Review Committee - Co Chair

    - Present

  • Palm Beach County Tax Institute

    Present / Board Member (Past President)

    - Present

  • American Bar Association Real Property Trust & Estate Section

    Co-Chair Generation Skipping Tax Cmte: Co-Chair Digital Asset Cmte; Past Vice Chair of the GST committee (past vice chair of the individual and Fiduciary Income Tax Committee)

    - Present

    Fellow - Class of 2009-2011 Chair - Estate and Trust Practice Group Chair - GST Committee (past Vice- Chair) Past Co-Chair Standing Committee Marketing and Social Media Past Chair Digital Property Member - Standing Committee Membership Author - Probate & Property

  • Florida Bar Real Property Probate Trust Law Section (RPPTL)

    Uniform Fiduciary Income and Principal Act Legislation Cmte (Past Member of Digital Assets Legislation Cmte)

    - Present

    Vice Chair - Estate and Gift Tax Committee Testified in front of the Florida Senate on the Sentate Bill 102 re: Florida's Access to Digital Assets Act (April2015) Author - ActionLine

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