Karen E. Yates
Recognized since 2021
New Haven, Connecticut
Tax Law
Trusts and Estates
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.
- 157 Church Street, 12th Floor
New Haven, CT 06510-2100
- English
- Cornell University, J.D., graduated 1996
- Connecticut, 1996
- District of Columbia, 2003
- New York, 2004
- Pennsylvania, 2004
- Massachusetts, 2010
- American Bar Association, Real Property, Trust and Estate Law Section (RPTE) - Member
- American College of Trusts and Estate Counsel (ACTEC) - Member, Tax Policy Study Committee
- Connecticut Bar Association - Estates and Probate Section (Executive Committee, Decanting Subcommittee)
- Connecticut Estate and Tax Planning Council - Member
- New York State Bar Association - Member, Tax Section
- Society of Trust and Estate Practitioners (STEP) - Member
Withersworldwide
26 The Best Lawyers in America® awards
14 Best Lawyers: Ones to Watch® in America awards
- Trusts and Estates, New Haven (2022)
- Tax Law
- Trusts and Estates
- Martindale - Hubbell, AV Rated
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