Karen focuses her practice on wealth management. She advises individuals, families and family offices on wealth transfer tax planning, business succession planning, wealth preservation and charitable planning. As part of the wealth planning process, Karen regularly advises on income tax planning for individuals, estates, trusts and business entities. She is also experienced in estate and trust administration and probate.
Additionally, 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.