Lawyer Karen Yates, graduated from
American University, B.A., magna cum laude Cornell Law School, Class of 1996, J.D., is now employed by Withers Bergman LLP at
157 Church Street New Haven, CT 06502.
While being a member of
Memberships, American College of Trusts and Estate Counsel (ACTEC), Member, Tax Policy Study Committee , Society of Trust and Estate Practitioners (STEP) , Connecticut Estate and Tax Planning Council , AV-Preeminent rated by Martindale-Hubbell , Connecticut Bar Association, Estates and Probate…
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Memberships, American College of Trusts and Estate Counsel (ACTEC), Member, Tax Policy Study Committee , Society of Trust and Estate Practitioners (STEP) , Connecticut Estate and Tax Planning Council , AV-Preeminent rated by Martindale-Hubbell , Connecticut Bar Association, Estates and Probate Section (Executive Committee, Decanting Subcommittee) , American Bar Association, Real Property, Trust and Estate Law Section , New York State Bar Association, Tax Section
Read less, Karen Yates is one of the more than one million lawyers in United States. Before choosing Karen Yates as your lawyer, you should consider whether Karen Yates offers free consultation, (if not) how much the initial interview costs, if there is any hidden attorney fees, what's the fee schedule, whether he or she has good community reputation and is able to provide a list of good references. You can also contact the Board of Professional Responsibility of the state bar, to find out if Karen Yates has ever been placed under any disciplinary actions. Please be aware that, though Karen Yates's office is located at New Haven, CT, he or she might belong to the bar association of other states.
You should also ask how long the lawyer has been in practice, how much experience he or she has in cases like yours, and more importantly, the outcomes of those cases! Focus of the lawyer's practice and years of experience are also very important factors in your evaluation process. The more focused the lawyer's practice areas, the better service he or she could provide. So do not make decisions solely on one or two factors. Only hire lawyers you feel comfortable with as they will represent you and your interests, and you will be sharing private details about your life with them.
Karen Yates has been admitted in U.S. Tax Court; 1996, Connecticut; District of Columbia; New York; Pennsylvania; Massachusetts;. His or her practice areas include Personal, Family office & family business, Philanthropy & charitable giving, Probate & trust management, Tax, Wealth structuring, Wills & succession planning.
Karen Yates's college and law school education includes American University, B.A., magna cum laude, Cornell Law School, Class of 1996, J.D.. Other biographical background includes AV Preeminent | 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.DatesJoined2019Talks“Whose 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, 2015“Enhancing Your Client’s Estate Planning by Using Trusts Created by Their Parents,” 41st Annual Notre Dame Tax &Estate Planning Institute, September 27-28, 2015“Set 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.2009Publications“2015 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, December2014“New . You should contact other
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