She helps clients structure comprehensive estate plans tailored to their personal and financial goals, with an emphasis on preserving wealth and supporting multigenerational planning.

Her work includes drafting a full range of estate planning documents, including wills, revocable trusts, durable powers of attorney, health care proxies, and HIPAA releases. Karen also has deep experience with advanced planning strategies such as generation-skipping dynasty trusts, irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), and charitable remainder trusts (CRTs).

Karen advises clients on lifetime wealth transfers involving real estate, life insurance, and closely held business interests. She regularly prepares federal gift tax returns and counsels on the formation and administration of private foundations and other charitable vehicles.