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.
Continuing a lifelong avocation, Karen sings with the Yale Camerata during the academic year. Trained as an organist, she is also a member of the New Haven Chapter of the American Guild of Organists. Karen is a supporter and former director and board chair of CAPA – Connecticut, the nonprofit organization that manages the historic Shubert Theater in downtown New Haven.
- 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)
Memberships and Affiliations
- American Bar Association
- Connecticut Bar Association
- Tax Section Executive Committee
- Estates & Probate Section Executive Committee
- Community Foundation for Greater New Haven
- Ambassador Committee
- New Haven Chapter of the American Guild of Organists