Karen Yates


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.


She is excellent for trust and estate matters. I am always happy to refer clients to her when I am conflicted on matters… She is very smart, very practical and a go-to lawyer for complex private trust company matters.

Chambers High Net Worth Guide, 2021

She is a strong technical tax lawyer. If you have a complex and tricky tax matter, I would recommend Karen to you. She loves to dive into the detail.

Chambers High Net Worth Guide, 2021

Focus areas





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

American College of Trusts and Estate Counsel (ACTEC), Member, Tax Policy Study Committee

Society of Trust and Estate Practitioners (STEP)

Connecticut Estate and Tax Planning Council

“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



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