نبذة
Karen Yates focuses on wealth planning for individuals, families, and family offices, providing advice on wealth transfer tax planning, fiduciary administration, business succession, charitable giving, and income tax planning. She also has significant experience in restructuring trusts.
مجالات الممارسة
TrustsEstatesCharitable PlanningWealth PlanningTax PlanningBusiness Succession
المكتب
الخبرات
Family OfficesPrivate Trust CompaniesTrust and Estate Planning
المؤهلات العلمية
- Cornell Law School, J.D., 1996
القيد في نقابات المحامين
- Connecticut Bar Association
- New York State Bar Association