In the midst of the pandemic, we remain available to update your estate planning documents and do asset protection, planned giving and tax planning using lower asset values. Please review your current estate plan and email us with your questions.
Caerus Law PC serves families with complex, high wealth estates for transfers and protection of assets and businesses during life and at the owners’ deaths.
We are here to help you find tax and legal opportunities to protect your assets and personal values while providing for your family, friends, employees and the charities you care about.
We specialize in lifetime and death wealth transfers, estate administration, closely-held businesses, philanthropic gifts, tax planning and asset protection.
We have offices in downtown Colorado Springs and by appointment, in the Denver Tech Center. Ms. Smith is also licensed in Wyoming and Texas to forum shop for favorable laws and accommodate client needs.
In the News
Caerus Law has been named a Best Law Firm in Colorado for 2019 and 2020 by US News and World Report.
Ms. Smith has been listed in Best Lawyers in America for Trusts and Estates and a Super Lawyer by US News and World Report for over 10 years and continues to receive these honors for 2020. She was also named by Thomson Reuters as a Best Woman Lawyer.
Ms. Smith has been active in the Colorado Bar Trust and Estate section for over twenty years. She has given many presentations and written numerous articles about estate planning, unique tax and values based planning options in light of changing tax laws.
Ms. Smith has been quoted in the Denver Business Journal for an article on Digital Assets in Estate Planning.