Karen E. Yates

Karen E. Yates


Withersworldwide

Recognized since 2021

New Haven, Connecticut

Practice Areas

Tax Law

Trusts and Estates

Lawyer of the Year Badge - 2025 - Trusts and Estates
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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.

Location
  • 157 Church Street, 12th Floor
    New Haven, CT 06510-2100
Languages
  • English
Education
  • Cornell University, J.D., graduated 1996
Bar Admissions
  • Connecticut, 1996
  • District of Columbia, 2003
  • New York, 2004
  • Pennsylvania, 2004
  • Massachusetts, 2010
Affiliations
  • American Bar Association, Real Property, Trust and Estate Law Section (RPTE) - Member
  • American College of Trusts and Estate Counsel (ACTEC) - Member, Tax Policy Study Committee
  • Connecticut Bar Association - Estates and Probate Section (Executive Committee, Decanting Subcommittee)
  • Connecticut Estate and Tax Planning Council - Member
  • New York State Bar Association - Member, Tax Section
  • Society of Trust and Estate Practitioners (STEP) - Member

Withersworldwide
Headquarters: New York, New York

29 The Best Lawyers in America® awards

21 Best Lawyers: Ones to Watch® in America awards

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Lawyer of the Year Badge - 2025 - Trusts and Estates Lawyer of the Year Badge - 2022 - Trusts and Estates
Named "Lawyer of the Year" by Best Lawyers® for:
  • Trusts and Estates, New Haven (2025)
  • Trusts and Estates, New Haven (2022)
Recognized in The Best Lawyers in America® 2025 for work in:
  • Tax Law
  • Trusts and Estates
Awards:
  • Martindale - Hubbell, AV Rated

Publications

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