About Karen

Karen Fitzpatrick is a manager in the Washington National Tax private client practice at RSM US LLP, where she specializes in fiduciary income, estate, gift and generation-skipping transfer tax matters.

Experience

Karen works closely with ultrahigh net worth individuals and families, helping them achieve their personal and financial goals through sophisticated tax and estate planning strategies. Karen frequently advises on state fiduciary nexus issues, S corporation trust shareholder issues, and complex trust structures and planning, as well as compliance matters. In her free time Karen enjoys spending time with her husband and two girls, who keep her busy in the best way.

Professional affiliations and designations

• Florida Bar
• Florida Bar Tax Section
• Central Florida Estate Planning Council

Education

• Master of Laws, taxation, Boston University School of Law
• Juris Doctor, Thomas Jefferson School of Law
• Bachelor of Science, University of Florida