Karen Yates

Partner | New Haven

Secretary Michele Bozzuto



  • "Looking Ahead: The long-term benefits of Charitable Lead Annuity Trusts (CLATs)," Withersworldwide webinar, July 13, 2020

  • “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 &

  • Estate Planning Institute, September 27-28, 2015

  • “Set it, But Don't Forget It - Pitfalls to Avoid,” CBA Estates & Probate Section, April 2014

  • "Reunited (And It Feels So Good): Death and Taxes in Connecticut," Connecticut Estate & Tax Planning Council, Nov.

  • 2009