Karen Schaefer
Trusts & Estates Practice Area Co-Chair and Partner at Barclay Damon LLP | Rochester, New York, United States
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As the co-chair of the Trusts & Estates Practice Area at Barclay Damon LLP, Karen Schaefer brings a wealth of expertise and a client-centered approach to her role. With a focus on estate planning, administration, and business succession, Karen is dedicated to helping clients navigate the complexities of estate and trust law. Her extensive knowledge in areas such as estate, gift, and income tax planning allows her to identify and implement tailored strategies that maximize financial benefits while ensuring compliance with legal requirements.
Karen's leadership in key projects often involves collaborating with financial planners and other professionals to create comprehensive estate plans that reflect her clients’ unique circumstances and goals. She is particularly adept at addressing the nuances of elder law, which is increasingly relevant in today’s aging population. Her proficiency in succession planning is invaluable for business owners looking to secure their legacy and ensure a smooth transition of leadership.
In addition to her legal acumen, Karen is skilled in drafting post-nuptial agreements and charitable trusts, providing clients with options that align with their personal and philanthropic objectives. Her commitment to excellence is further demonstrated through her adept use of technology, including Microsoft Excel, to streamline processes and enhance client communication.
Through her role at Barclay Damon, Karen Schaefer not only champions the interests of her clients but also contributes to the broader legal community by staying abreast of industry trends and best practices. Her dedication to providing comprehensive, strategic counsel makes her a trusted partner for individuals and businesses alike in navigating the intricate landscape of trusts and estates.
Trusts & Estates Practice Area Co-Chair and Partner at Barclay Damon LLP in October 2018 to Present
Management Committee Member and Partner at Lacy Katzen LLP in January 1980 to October 2018
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Estate Planning
Estate Administration
Trusts
Powers of Attorney
Corporate Law
Elder Law
Mergers & Acquisitions
Tax
LLC
Estate Law
Financial Planners
Small Business
Prenuptial Agreements
Legal Assistance
Strategic Planning
Charitable Trusts
Revocable Trusts
Succession Planning
Preparation of Wills
Post-nuptial Agreements
Enduring Powers of Attorney
Ownership Transition
Microsoft Excel
Estate Tax Planning
Inheritance Tax Planning
Mergers & Acquisitions (M&A)
Operating Agreements
Shareholder Agreements
Buy-sell Agreements
Income Tax
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Discover more about Barclay Damon LLPWhat is Karen Schaefer email address?
Email Karen Schaefer at [email protected]. This email is the most updated Karen Schaefer email found in 2026.
What is Karen Schaefer phone number?
Karen Schaefer phone number is +17176344631 and +17176346317.
How to contact Karen Schaefer?
To contact Karen Schaefer send an email to [email protected]. If you want to call Karen Schaefer try calling on +17176344631 and +17176346317. (updated on October 24, 2024)
What is Karen Schaefer net worth?
Karen Schaefer has an estimated net worth of $150,000 to $249,999
What company does Karen Schaefer work for?
Karen Schaefer works for Barclay Damon LLP
What is Karen Schaefer's role at Barclay Damon LLP?
Karen Schaefer is Trusts & Estates Practice Area Co-Chair and Partner
What industry does Karen Schaefer work in?
Karen Schaefer works in the Consumer Services industry.
Karen Schaefer Email Addresses
Karen Schaefer Phone Numbers
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