Karen Yates

Partner | New Haven


Secretary Michele Bozzuto

 

Insight

External publications

  • "How the Ultra-Rich Use Trusts to Protect the Family Fortune if Their Heirs Get Sued or Divorced," Business Insider - July 14, 2023, quoted
  • "Marie Osmond Plans to Leave Fortune to Charity," - March 4, 2020, quoted

  • “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, December 2014

  • “New York Tax Law Changes,” Connecticut Bar Association Estates & Probate Newsletter, December 2014

  • “IRS 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 2007