Withers Worldwide

Overview

Karen focuses on all areas of family wealth planning. Her practice involves estate and generation skipping tax planning, wealth preservation, charitable planning and planned giving, business succession planning, and income tax planning for individuals, estates, trusts and business entities.

Karen also provides legal advice on post-mortem planning, estate and trust administration and probate.

She is admitted to practice in the United States Tax Court.

Publications and speaking engagements

• Presentation on "Crossing State Borders in Trust and Estate Law: Connecticut," New York City Bar Association, December 2007. 
• Co-Author of "Charitable Lead Annuity Trusts - A Primer," Karen E. Yates and Stephen Liss, Taxation of Exempts, Volume 19/Issue 1, July/August 2007, the Thompson Legal Regulatory Group, or copyright owner as specified in the Journal. 
• Presentation on "Estate Planning in a Time of Uncertainty," AICPA Practice Report, October 2005.
• Co-Author of "Connecticut Estate and Gift Tax," Withers Bergman LLP briefing note, July 2005.
• Presentation on "Installment Sales to Defective Trusts, Dispelling the Myths, Spelling Out the Opportunities," presented by Withers Bergman LLP, Connecticut, November and January 2004.

Memberships

• Connecticut Bar Association, Estates and Probate Section and Tax Section
• American Bar Association, Section of Real Property, Trust and Estate Law
• Society of Trust and Estate Practitioners (STEP)

On a personal note

Karen's interests include counting to infinity and dividing by zero. When at home, she also enjoys her "junior audiophile" sound system and an increasingly eclectic array of music. Karen hopes someday to perfect her family's mint julep recipe.