Tax Law Trusts and Estates
Karen E. Yates
Recognized in Best Lawyers since 2021 Awarded Practice Areas
Biography
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.
Overview
- 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
- English
- 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
- Cornell University, J.D., graduated 1996
Client Testimonials
Awards & Focus
Named "Lawyer of the Year" by Best Lawyers® for:
- Trusts and Estates, New Haven (2025)
- Trusts and Estates, New Haven (2022)
Recognized in The Best Lawyers in America® 2026 for work in:
- Tax Law
- Trusts and Estates
Awards:
- Martindale - Hubbell, AV Rated
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