Karen Yates

Practice Areas

Karen Yates is a partner in the trust, estates and charitable planning team based in the Withers New Haven office. 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.

Professional Memberships

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

AV-Preeminent rated by Martindale-Hubbell

Connecticut Bar Association, Estates and Probate Section (Executive Committee, Decanting Subcommittee)

American Bar Association, Real Property, Trust and Estate Law Section

New York State Bar Association, Tax Section