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Constance D Smith
also known as Connie Smith
About Constance
Biography
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.
Practice Areas
6
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Texas for 19 years
State: Texas
Acquired: 2006
No misconduct found
Licensed in Wyoming for 27 years
State: Wyoming
Acquired: 1998
No misconduct found
Licensed in Colorado for 28 years
State: Colorado
Acquired: 1997
No misconduct found
Location
Constance D. Smith
104 S. Cascade Ave., Suite 205, Colorado Springs, CO, 80903
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Constance D Smith's Reviews
Avvo Review Score
1 Client Review
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Posted by Jay | July 16, 2018
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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Experience
Honors
2014
Barristers best, Law Week Colorado
N/A
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
Work Experience
2018 - Present
Managing Director, Caerus Law PC
2010 - 2018
Director, Fairfield and Woods, P.C.
2004 - 2010
, Rothgerber Johnson & Lyons
1999 - 2004
, Lentz Evans and King
Associations
2019 - Present
Estate Planning Council of Colorado SpringsMember
2018 - Present
El Paso County Bar AssociationMember
1997 - Present
Colorado Bar Association, Trust and Estate SectionPast Council Member
Christian Legal Society
Past President
Colorado Bar Association, Taxation Law Section
Member
American College of Trust and Estate Counsel
Fellow
Greater Denver Tax Group
Member
National Assn of Estate Planners and Councils
Member
Federalist Society
Member
2015 - 2018
The Denver FoundationProfessional Advisors Committee
2008 - 2018
Colorado Lawyerpast editor
2005 - 2019
Rocky Mountain Estate Planning CouncilMember
Women's Estate Planning Council
Past President
Education
N/A
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
Speaking Engagements
2020
Estate Planning Council of Colorado Springs
Business Succession Planning
2018
Douglas County Economic Development Council
Business Entity Choice under the new Tax Law
2015
Continuing Legal Education
Closely Held Businesses - Strategies for Tackling Key Issues
2014
Technical Series
Early Terminations of Charitable Trusts
2014
Professional Education
Trust Issues in Divorce
2010
Colorado Bar
Irrevocable Life Insurance Trusts
2009
Colorado Bar Association
Ethics and Advising the Fiduciary
2008
Colorado Bar
Marital Agreements
2007
Colorado Bar Association, Trust and Estate Section Retreat
Who Gets the Widgets When You're Gone? Planned and Unplanned Business Succession
Publications
2015
Denver Business Journal
Estate Planning Vital for Digital Assets
2015
Colorado Handbook
Marital Agreements Chapter
2014
Law Week Colorado
FBAR and Your Estate Plan
2012
Independent Banker
Estate Planning For Bank Owners Not a 'Do It Yourself' Project
2011
Fairfield and Woods Newsletter
Do I need an Estate Planning Attorney
2010
National Law Review
Gifting to Grandchildren in 2010
2010
Colorado Handbook
Irrevocable Life InsuranceTrusts Chapter
2007
Denver Business Journal
Check Out These Payment Options For Your Children's Education
2007
The Colorado Lawyer
Unplanned Business Succession After the Death or Incapacity of the Business Owner
2007
The Colorado Lawyer
Marital Agreements in Colorado
2006
Denver Business Journal
When it Comes to Health Care Decisions, Be Sure the Paperwork is in Order
2005
The Colorado Lawyer
Retaining Control of Gifts to Minors: UTMA and IRC 2503(c) Trust Options
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Can my business accept donations and not be taxed on them?
25 Jul 2011
Q&A
My aunt passed away, we had a joint checking account. Do I only have to pay inheritance tax on half the balance?
06 Oct 2010
Legal Guides
Legal Guide
Valulation Discounts Disappear for Family Owned Business
11 Aug 2016
Legal Guide
Family Partnership Discounts Lost Due to Poor Operations
08 Apr 2016
Legal Guide
Do I need an Estate Planning Attorney?
10 Feb 2011