Karen E. Yates is a Principal at Withers Bergman LLP, based in the firm’s New Haven, and Greenwich, Connecticut offices. Karen’s practice is focused on wealth planning. She works with individuals, families and family offices, providing legal advice 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.
A significant part of Karen’s practice involves restructuring trusts to increase efficiency, address changed circumstances and better suit the needs of the families they benefit. Karen is the co‑leader of the firm's family office practice, a multi-disciplinary team of attorneys dedicated to meeting the needs of family offices and the families they serve.
Karen is admitted to practice in Connecticut, New York, Pennsylvania, Washington, DC and the United States Tax Court. She is also a Registered Foreign Lawyer in the England and Wales. She is a member of the Society of Trust and Estate Practitioners (STEP) and the Connecticut Estate and Tax Planning Council, as well as serving on the Executive Committee of the Estates and Probate Section of the Connecticut Bar Association.