Karen L. Clute

Partner

Karen L. Clute
Partner
office New Haven
phone 203-498-4349
fax203-782-2889
emailkclute@wiggin.com


Biography

Karen is committed to helping clients navigate ever-changing tax and fiduciary rules. As a member of the firm's Private Client Services Department, Labor and Employment Department, and Philanthropy Practice Group, Karen has a wide-ranging practice grounded in a deep understanding of the intersections of personal-, community-, and employment-related tax, fiduciary, and financial concerns.

She advises individual clients about a broad range of estate planning issues, with an emphasis on estate and income tax planning. She works with executors and trustees on fiduciary matters and compliance obligations. She also advises employers about tax, ERISA, and fiduciary considerations relating to qualified retirement plans, non-qualified deferred compensation arrangements, and employment agreements.

In addition, Karen established the firm's Philanthropy Practice, among the first in the state. She advises individuals and tax-exempt organizations on effective gift giving strategies, implementation, and tax compliance, helping both donors and donees achieve their goals. She frequently speaks before business and professional groups and is active in community organizations.

Karen holds a J.D. from New York University School of Law and a B.A. and M.Mus. from the State University of New York at Binghamton (now Binghamton University). She is admitted to practice in Connecticut and is a past Chair of the Tax Section of the Connecticut Bar Association.

She is Vice-chair of the board of directors of CAPA – Connecticut, the nonprofit organization that, among other things, manages the historic Shubert Theater in downtown New Haven. Continuing a lifelong avocation, Karen also sings with the Yale Camerata during the academic year. Trained as an organist, she is a member of the New Haven Chapter of the American Guild of Organists.

Memberships

  • American Bar Association
  • Connecticut Bar Association
    • Tax Section Executive Committee
    • Estates & Probate Section Executive Committee
  • Connecticut Association for the Perfoming Arts (CAPA)
    • Member of the Board of Directors
  • Community Foundation for Greater New Haven
    • Ambassador Committee
  • New Haven Chapter of the American Guild of Organists

Advisories

12.22.2017President Trump Signs Tax Reform Legislation
12.12.2017Private Client Services 2017 Year-End Advisory
11.09.2017Domicile and Residence
11.09.2017Strategies For Owning Property In Multiple States
11.01.2017Connecticut Estate Tax Exemption Increased
02.06.2017A 2017 Repeal of the "Death Tax?"
12.20.2016Employment Law 2016 - Year In Review
12.15.2016Private Client Services 2016 Year-End Advisory
11.23.2016Federal Court Issues Nationwide Injunction Putting New Overtime Regulations On Hold
08.17.2016New Proposed Regulations Concerning Valuation Discounts
07.27.2016Portability: A Useful Estate Planning Tool
02.05.2016Important Regulatory Changes on the Horizon
01.29.2016U.S. Department of Labor Expansively Defines FLSA Joint Employment in New Guidance
01.04.2016IRS Extends the Due Dates for 2015 Information Reporting Under Sections 6055 and 6056 In IRS Notice 2016-4
12.28.2015Employment Law 2015 - Year In Review
12.22.20152015 Year-End Estate Planning Advisory
07.15.2015Connecticut Budget Set to Impact the State's Highest Earners
02.26.2015Obama Administration's 2016 Budget Proposal
12.22.20142014 Year-End Estate Planning Advisory
06.02.2014Significant Changes to New York Estate and Income Tax Law Effective April 1, 2014
02.03.2014Estate Planning For Your Digital Assets
12.06.20132013 Year-End Estate Planning Advisory
04.30.2013Income Tax Provisions of the American Taxpayer Relief Act of 2012 and Other Recent Legislation
01.16.2013Projecting the Impact of Medical Marijuana on Connecticut Employers
01.14.2013Estate Planning Ramifications of the American Taxpayer Relief Act of 2012
06.09.2010Health Care Reform 101
06.08.2010New 30 Month Connecticut COBRA Requirement
04.15.2008Important Reminders and Recent Developments for Retirement Plan Sponsors
08.23.2007Code §409A: Taxation of Nonqualified Deferred Compensation Arrangements UPDATED FOR FINAL REGULATIONS

Published Works

12.31.2013New Proposed Regulation Concerning Tax-Exempt Social Welfare Organizations that Engage in Political ActivitiesConnecticut Bar Association Tax Newsletter

Events


office New Haven
phone 203-498-4349
fax203-782-2889
emailkclute@wiggin.com

PRACTICE GROUPS

EDUCATION

  • New York University School of Law, J.D., 1986
  • State University of New York at Binghamton, M. Mus., 1981
  • State University of New York at Binghamton, B.A., 1977

BAR ADMISSIONS

  • Connecticut


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