Bio

Kristen Yates practice is devoted primarily to estate and gift planning and trust and estate administration. Kristen also has extensive corporate transactional experience and works with business owners and management in a variety of business matters, including representing both buyers and sellers in lower and middle market transactions, and preparing operating agreements, shareholder agreements and employment agreements. Kristen’s tax background has helped her serve clients in a variety of matters, including IRS audits, structuring corporate acquisitions and forming public charities and private foundations. She also assists fiduciary and beneficiary clients in modifying trusts and in general trust administration. In addition to being knowledgeable, she is service-orientated with clients. Kristen started her legal career at one of Florida’s largest law firms working in both the litigation and tax department.