Karen Yates

Partner | New Haven


Secretary Michele Bozzuto

 

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.

Karen has been recognized as a 2025 Lawyer of the Year by Best Lawyers® for Trusts and Estates Law. Additionally, Karen is listed in the 2025 edition of Best Lawyers® for Trusts and Estates and Tax Law.