Karen Yates

Partner | New Haven

Karen is a partner in the Trust, Estates and Charitable Planning team

Karen’s practice is focused on wealth planning. She works with individuals, families and family offices providing legal advice on wealth transfer tax planning and fiduciary administration. As part of the wealth planning process, Karen regularly advises on business succession, charitable giving, and income tax planning for individuals, estates, trusts and business entities, including family offices and private trust companies.

A significant portion of Karen’s practice involves restructuring trusts to increase efficiency, address changed circumstances and better suit the needs of the families they benefit.

Secretary Michele Dewar

Focus areas

Admissions

Publications

Memberships

Talks

Admitted in Connecticut

Admitted in Massachusetts

Admitted in New York

Admitted in Pennsylvania

Admitted in District of Columbia

Admitted in U.S. Tax Court

“2015 Changes to Connecticut Estate Taxes,” CBA Estates & Probate Newsletter, June 2015

"Better Not Pout-Like it or Not, US Citizens Owe U.S. Taxes," Trusts & Estates, wealthmanagement.com, December 2014

Professional Advisors Council

American College of Trusts and Estate Counsel (ACTEC)

Society of Trust and Estate Practitioners (STEP)

“Whose Trust Is It Anyway?” Connecticut Estate & Tax Planning Council, February 16, 2016

Mismatch Rematch: Realigning the Estate Plan,” Federal Tax Institute of New England, October 30, 2015

“Enhancing Your Client’s Estate Planning by Using Trusts Created by Their Parents,” 41st Annual Notre Dame Tax &

Education


Languages


  • English

Dates


Joined

2019

Recognition


New Haven

12th Floor,

157 Church Street,

CT 06510-2100

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