08 March 2021 - Article
Karen Yates
Partner
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.
Focus areas
执业资格
发表篇章
会员身份
公开活动
Admitted in Connecticut
Admitted in Massachusetts
Admitted in New York
Admitted in Pennsylvania
Admitted in District of Columbia
Admitted in U.S. Tax Court
‘Marie Osmond Plans to Leave Fortune to Charity,’ - March 4, 2020, quoted
“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
"Looking Ahead: The long-term benefits of Charitable Lead Annuity Trusts; 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
学历背景
语言
- English
加入年份
加入律所
2019
