Constance D Smith focuses on practice areas like Business, Estate Planning, Tax, Trusts, Probate. She is the Managing Director at the law firm, Caerus Law PC. She provides legal and tax planning for estate preservation and disposition. She assists her clients in lifetime wealth transfers, business succession, and philanthropic giving. She extends probate administration to closely held businesses, non-profit organizations, and multigenerational families.
She designs a holistic plan, unique for every client, for the integration of wealth transfers, individual values, relational dynamics, and tax benefits. As she believes in teamwork, she creates advisor teams for the benefit of her clients.
Constance Smith utilizes specialized trusts for tax planning, asset protection, incapacity or special needs planning and integrates marital agreements, retirement plans and life insurance with wealth transfer and business succession plans.
She has done BS and MA from the University of California and the University of Central Oklahoma respectively. She earned her Juris Doctor and later Master of Laws from the University of Denver College of Law.
She has obtained the membership of El Paso County Bar Association, Federalist Society, National Association of Estate Planners and Councils, Greater Denver Tax Group, Colorado Women’s Chamber of Commerce, Colorado Philanthropic Advisors Network, Rock Mountain Estate Planning Council, American Bar Association, Colorado Bar Association, Denver Bar Association, The Denver Foundation, and the Women’s Estate Planning Council.
The American College of Trust and Estate Counsel selected her as a fellow. She has served as an editor at the Colorado Lawyer. The National Association of Estate Planners and Councils named her an Accredited Estate Planner. The Law Week Colorado bestowed Barristers best award to her in 2014.
Cost
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