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Karen Yates

Updated: June 10th, 2022 | New Haven | Lawyer List K | Withers Bergman LLP | Personal, Tax,

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Address: 157 Church Street, new-haven, CT, 06502
Law Firm: Withers Bergman LLP
Phone: 203-361-9194
Fax: 203 785 8127
Website: http://www.withersworldwide.com/

Title Partner
First Year of Call
Areas of Practice Personal, Tax
Description Karen is a partner in the Trust, Estates and Charitable Planning teamKaren’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.DatesJoined2019Publication ˜Marie Osmond Plans to Leave Fortune to Charity,’ – March 4, 2020, quoted2015 Changes to Connecticut Estate Taxes, CBA Estates & Probate Newsletter, June 2015 Better Not Pout-Like it or Not, US Citizens Owe U.S. Taxes, Trusts & Estates, wealthmanagement.com, December 2014New York Tax Law Changes, Connecticut Bar Association Estates & Probate Newsletter, December 2014IRS Attacks Common Estate Planning Technique in Estate of Woelbing, CBA Estates & Probate Newsletter, June 2014 IRS Blesses Decanting? wealthmanagement.com, May 2014 The single family office structure: Will it stand the test of time? Family Business Agenda 2010, November 2010 The Preferred Partnership GRAT – A Way Around the ETIP Issue? 35 ACTEC Journal 289, Winter 2009 Disregarded But Not Forgotten, Trusts and Estates magazine, October 2009 Charitable Lead Annuity Trusts – A Primer, Taxation of Exempts, Volume 19/Issue 1, July/August 2007Talks Looking Ahead: The long-term benefits of Charitable Lead Annuity Trusts; Withersworldwide webinar, July 13, 2020Whose Trust Is It Anyway? Connecticut Estate & Tax Planning Council, February 16, 2016Mismatch Rematch: Realigning the Estate Plan, Federal Tax Institute of New England, October 30, 2015Enhancing Your Client’s Estate Planning by Using Trusts Created by Their Parents, 41st Annual Notre Dame Tax &Estate Planning Institute, September 27-28, 2015Set it, But Don’t Forget It – Pitfalls to Avoid, CBA Estates & Probate Section, April 2014 Reunited (And It Feels So Good): Death and Taxes in Connecticut, Connecticut Estate & Tax Planning Council, Nov.2009

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