Profil
Karen D. Yardley practices in the areas of estate planning, trust administration and probate. Karen’s estate planning practice includes structuring complex estate plans for high net worth families, the preparation of wills, complex trusts, irrevocable insurance trusts, grantor retained interest trusts and other estate planning documents, structuring and creating family owned businesses such as family limited partnerships and limited liability companies and charitable planning, including the creation of charitable split interest trusts.
Karen’s estate planning practice also includes international estate planning, such as planning for U.S. citizens living abroad and non-citizens living in the U.S., and pre-immigration planning and structuring gifts from non-resident aliens to U.S. residents.
Karen’s estate administration practice includes post-death trust administration, post-mortem tax planning, and probate.
Concentrations
- Estate Planning for High Net Worth Families
- International Estate Planning
- Business Succession Planning
- Insurance Trusts
- Sales to Grantor Trusts
- Grantor Retained Annuity Trusts
- Charitable Split Interest Trusts
- Trust and Estate Administration
Kompetencje
Sukcesy i wyróżnienia
- Listed, The Best Lawyers in America, Trusts and Estates, 2024-2025
- Member, California State Bar
- Member, Nevada State Bar
- Member, Society of Trust and Estate Practitioners
Kwalifikacje
- J.D., cum laude, Georgetown University Law Center
- M.S., University of Utah
- B.S., University of Utah
- Nevada
- California
- U.S. District Court for the Southern District of California
Notatki Prasowe, analizy i wydarzenia
Karen is a contributor to the Inside Business Immigration Blog 