Profile

Connie Smith, Director, trusts, estate, probate, business, non-profit and tax planning. Fairfield and Woods, P.C. in Denver, Colorado, USA

Overview

Ms. Smith is a tax attorney specializing in lifetime and death wealth transfers, including business succession planning,  estate and tax planning with trust and probate administration, utilizing lifetime and testamentary trusts, marital agreements and nonprofit entities and gifts.  Focusing on holistic planning that encompasses the tax, legal, business and family requirements , Ms. Smith  designs a unique solution for each client, with a focus on family owned businesses. 

Recent Assignments

- Complete restructure of family's personal wealth planning and family owned business documents to pass tens of millions in wealth to the second and successive generations, almost tax free to the owners and cost free to the recipients.
- Prepared marital agreements for asset protection planning in real estate downturn.
 - Converted profit-less family business into a non-profit that pays the family more while saving taxes.
- Adding trust provisions to protect disabled beneficiaries from loss of medicaid benefits.

Honours Achieved

• Best Lawyers in America, -
• Colorado Super Lawyers, -
• ACTEC Fellow, -

Professional Memberships

• American College of Trust and Estate Counsel (ACTEC), -
• Colorado Philanthropic Advisors Network, -
• Christian Legal Society, -
• Colorado Bar Trust & Estate Section, -
• American Bar Assn - RPPTE, -
• Denver Bar Assn, -
• Colorado Women's Chamber of Commerce, -
• Rocky Mountain Estate Planning Council, -
• Women's Estate Planning Council, -

Publications & Presentations

• see web page list, ,

Previous Firms & Positions Held

Rothgerber Johnson & Lyons LLP, Special Counsel, -

Letnz, Evans and King P.C., associate, -

Thomas Scheffel & Assoc., associate, -

Colleges Attended

• University of Denver,
• University of Central Oklahoma,
• University of California, Riverside,

Languages Spoken

• English