Ward, Damon & Posner, P.A.
About
Established in 1980, Ward, Damon & Posner, P.A. is a respected law firm located in West Palm Beach, FL, and serves surrounding areas. The firm is led by experienced partners like Sasha Klein, who specializes in estate and tax planning. With over 14 years in the field and a post-doctorate degree in tax law, Sasha offers expert advice on wealth structuring, personal tax matters, and the administration of estates and trusts. Beyond law, the firm is actively involved in community service, contributing to several civic and charitable organizations.
Location and hours
Ward, Damon & Posner, P.A.
4420 Beacon Circle
West Palm Beach, FL 33407-3281
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Resume
Work Experience
Chair of Estate and Tax Planning Group and Partner
Ward Damon
2017 - Present
Trust and Estates Counsel
Proskauer
2018 - 2019
Senior Vice President - Director of Trusts and Wealth Services
Sabadell Bank and Trust
2015 - 2017
Vice President - Fiduciary Officer/Counsel
Bessemer Trust Company
2010 - 2015
Attorney
Comiter Singer Baseman and Braun
2006 - 2010
Education
Dartmouth College
1977
University of Florida, Fredric G. Levin College of Law
2006
Vanderbilt University Law School
2005
University of Florida, Fredric G. Levin College of Law
2006
University of Miami School of Law
1980
University of Miami School of Law
Law
1980
University of Florida
2001
University of Florida
Business Administration
2001
Vanderbilt University Law School
Law
2005
Dartmouth College
Economics
1977
Associations & Affiliations
American Bar Association, Real Property, Trust and Estate Law Section
Chair of the Digital Asset Committee
Florida Bar
Member
Place of Hope
Planned Giving Council
Florida Bankers
Chair of the Trust Law Legislation Committee
Emerging Leadership Program
Class of 2013
American Bar Association
Chair of the Generation Skipping Tax Committee (past Vice-Chair)
American Bar Association, Taxation Section
Member
American Bar Association, Real Property, Probate and Trust Law Section
Fellow 2011 and Vice Chair of Standing Committees
Leadership Palm Beach County
Class of 2011
Florida Bar, Tax Section
Member
Palm Beach Tax Institute
Past President / Board Member
Palm Beach Estate Planning Council
Treasurer and Board Member (Past Chair Supplement Committee)
District of Columbia Bar Association
Member
Florida Bar
Digital Asset and Estate/Gift Tax Committee
Publications
Palm Beach Daily News, Estate Planning Supplement
New Digital Assets Law – Opt In or Risk Becoming Lost in (Cyber) Space?
2016
Florida Bar Journal
2016
ActionLine (Florida Bar - the Flagship Publication of the Section of Real Property Probate and Trust Law
Florida Fiduciary Access to Digital Assets Act – The 411 – What You Should Know
2016
Probate & Property magazine (ABA)
Who Will Delete You?
2016
Tax Bulletin (Florida Bar - the Flagship publication of the Tax Section)
Three Tax Strategies that Magnify Charitable Gifts
2016
Palm Beach Daily News, Estate Planning Supplement
Protect Your Digital Footprint
2016
ActionLine (Florida Bar - the Flagship Publication of the Section of Real Property Probate and Trust Law)
Who Will Delete You? Fiduciary Access to Digital Assets
2015
South Florida Legal Guide
Understand and Protect Your #DigitalFootprint
2015
Probate and Property magazine (ABA)
“#Where Are Our Family Photos?!? Planning for Digital Legacy
2015
Re-Print GP Solo
“#Where Are Our Family Photos?!? Planning for Digital Legacy
2015
Kravis Center Magazine
Two Strategies to Magnify Your Charitable Gifts through Trusts
2015
Probate and Property magazine (ABA)
Bitcoin: Are You Ready for this Change
2015
Probate and Property magazine (ABA)
Taking Control – Six Notable Strategies to Manage Net Investment Income Tax
2014
Florida Banking
Bitcoin: How to Handle Digital Change for a Dollar
2014
Medical Journal
The Perfect Storm - Stark II
2014
Journal of Financial Service Professionals
Estate Planning with Digital Assets – Where Are We Now
2014
Probate and Property magazine (ABA)
The Rising Tide of Fiduciary Taxes – And One Capital Gain Strategy to Help Trusts from Getting Swamped
2013
Speaking Engagements
Presentation - CTRL ALT DELETE - Protect Your Digital Legacy
Digital Assets and Current Florida State Law
2017
eCLE
RUFADAA and Planning with Digital Property
2016
Webinar
Uniform Fiduciary Access to Digital Assets Act
2016
Spring Symposium
The Digital Revolution
2016
Webinar
Don’t Let Someone take a Byte Out of Your Digital Assets: CTRL-ALT-DELETE
2016
Luncheon
Who Will Delete You? Understanding and Protecting Your Digital #Footprint
2016
Webinar
Selecting Trustees and Structuring Trustee Powers
2015
Webinar
Estate Planning Strategies for Minimizing the Net Investment Income Tax on Trusts and Estates
2015
Annual Seminar
Digital Assets, Understanding and Protecting the #DigitalFootprint
2015
Group Call
Freezing, Deferring or Supercharging … Does it Still Make Sense
2015
Fall Meeting
The Key Concepts of the Florida Uniform Principal and Income Act
2014
Trust and Wealth Management Conference
7 Key Concepts of the Florida Uniform Principal and Income Act
2014
Luncheon
Directed Trusts in Florida
2014
Group Call
Material Participation under Section 1411, including Qualified Subchapter S Trusts - When Does it Apply
2014
Spring Symposium
New Investment Income Tax: Planning Ideas to Tax Capital Gains to Beneficiaries
2014
Dinner Conference
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
2013
Annual Tax Seminar
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
2013
Paralegal eLearning Session #6
Income Taxation of Trusts and Estates
2013
Webinar
Basic Trust and Fiduciary Income Taxation,” American Bar Association Real Property, Trust and Estate Law Section
2013
Dinner Presentation
8 Key Changes to the Florida Principal and Income Act
2012
Services offered
Estate Attorney
Wills And Estate Planning
Probate Attorney