About
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.
Practice areas
TrustsEstatesCharitable PlanningWealth PlanningTax PlanningBusiness Succession
Office
Expertise
Family OfficesPrivate Trust CompaniesTrust and Estate Planning
Education
- Cornell Law School, J.D., 1996
Admissions
- Connecticut Bar Association
- New York State Bar Association