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Constance D Smith

Business Attorney at Colorado Springs, CO

5.0   1 review

also known as Connie Smith

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Director of Stewardship Planning
Jay
This review is from a potential client who consulted with this attorney.
Consulted Attorney
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About Constance

Learn Constance’s areas of practice.

5
Practice areas

I provide legal and tax planning for estate preservation and disposition, lifetime wealth transfers, business succession, philanthropic giving and probate administration to mulitgenerational families, closely held businesses and non-profit organizations. I believe in team work and create advisor teams from the firm's various areas of legal expertise and with professionals outside the firm, to maximize the benefit to each client.

My goal is to  accomplish the integration of wealth transfers, individual values, relational dynamics and tax benefits into a holistic plan, unique for every client. I can utilize specialized trusts for tax planning, asset protection, incapacity or special needs planning and integrate marital agreements, retirement plans and life insurance with wealth transfer and business succession plans.

 

Licensed for 25 years
State TX
Status Eligible to Practice in Texas
Acquired 2006
Updated 01/14/2023
State CO
Status Active
Acquired 1997
Updated 01/13/2023
State WY
Status Retired
Acquired 1998
Updated 01/05/2023

We have not found any instances of professional misconduct for this lawyer.

Contact Constance

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Constance D. Smith
104 S. Cascade Ave., Suite 205
Colorado Springs, CO, 80903
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Reviews

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5.0 / 5.0
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Posted by Jay | July 16, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Director of Stewardship Planning
Connie is clearly one of the most creative and comprehensive attorneys I have ever worked with. And she gets things done in a timely manner as well!

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Contact for Details

Resume

AVVO RATING 8.9 (Excellent)

Work Experience

  • Managing Director
  • Caerus Law PC
  • 2018 - Present
  • Director
  • Fairfield and Woods, P.C.
  • 2010 - 2018
  • Rothgerber Johnson & Lyons
  • 2004 - 2010
  • Lentz Evans and King
  • 1999 - 2004
View all work experience

Education

  • University of Denver College of Law
  • LL.M - Master of Laws
  • N/A
  • University of Denver College of Law
  • JD - Juris Doctor
  • N/A
  • University of Central Oklahoma
  • MA - Masters
  • N/A
  • University of California
  • BS - Bachelor of Science
  • N/A
View all education

Associations

  • Estate Planning Council of Colorado Springs
  • Member
  • 2019 - Present
  • El Paso County Bar Association
  • Member
  • 2018 - Present
  • Colorado Bar Association, Trust and Estate Section
  • Past Council Member
  • 1997 - Present
  • Christian Legal Society
  • Past President
  • N/A
  • Colorado Bar Association, Taxation Law Section
  • Member
  • N/A
  • American College of Trust and Estate Counsel
  • Fellow
  • N/A
  • Greater Denver Tax Group
  • Member
  • N/A
  • National Assn of Estate Planners and Councils
  • Member
  • N/A
  • Federalist Society
  • Member
  • N/A
  • The Denver Foundation
  • Professional Advisors Committee
  • 2015 - 2018
  • Colorado Lawyer
  • past editor
  • 2008 - 2018
  • Rocky Mountain Estate Planning Council
  • Member
  • 2005 - 2019
  • Women's Estate Planning Council
  • Past President
  • N/A
View all associations

Languages Spoken

  • English

Honors and Awards

  • Barristers best
  • Law Week Colorado
  • 2014
  • Best Lawyers in America - Trusts and Estates
  • Best Lawyers in America
  • N/A
  • Colorado Super Lawyers
  • Super Lawyers
  • N/A
  • Fellow
  • ACTEC
  • N/A
  • Accredited Estate Planner
  • National Assn of Estate Planners and Councils
  • N/A
  • AV Preiminent Rating
  • Matindale Hubbell
  • N/A
View all awards

Publications

  • Colorado Handbook
  • Marital Agreements Chapter
  • 2015
  • Colorado Handbook
  • Irrevocable Life InsuranceTrusts Chapter
  • 2010
  • The Colorado Lawyer
  • Unplanned Business Succession After the Death or Incapacity of the Business Owner
  • 2007
  • Denver Business Journal
  • Check Out These Payment Options For Your Children's Education
  • 2007
  • The Colorado Lawyer
  • Marital Agreements in Colorado
  • 2007
  • Denver Business Journal
  • When it Comes to Health Care Decisions, Be Sure the Paperwork is in Order
  • 2006
  • The Colorado Lawyer
  • Retaining Control of Gifts to Minors: UTMA and IRC 2503(c) Trust Options
  • 2005
View all publications

Speaking Engagements

  • Estate Planning Council of Colorado Springs
  • Business Succession Planning
  • 2020
  • Douglas County Economic Development Council
  • Business Entity Choice under the new Tax Law
  • 2018
  • Colorado Bar
  • Irrevocable Life Insurance Trusts
  • 2010
  • Colorado Bar Association
  • Ethics and Advising the Fiduciary
  • 2009
  • Colorado Bar
  • Marital Agreements
  • 2008
  • Colorado Bar Association, Trust and Estate Section Retreat
  • Who Gets the Widgets When You're Gone? Planned and Unplanned Business Succession
  • 2007
View all speaking engagements

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Colorado Springs Business Lawyer Constance D Smith
Constance D Smith
Business Attorney
Colorado Springs, CO
Licensed for 25 years
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