Trust, Estates and Charitable Planning

Partner

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.

Professional Advisors Council

American College of Trusts and Estate Counsel (ACTEC)

Society of Trust and Estate Practitioners (STEP)

Connecticut Estate and Tax Planning Council

AV-Preeminent rated by Martindale-Hubbell

Connecticut Bar Association, Estates and Probate

Section (Executive Committee, Decanting Subcommittee); Tax Section

American Bar Association, Real Property, Probate and Trust Law Section, Taxation Section

New York State Bar Association

Cornell Law School, J.D., 1996