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Resources

DISCLAIMER: Nothing on this website or any linked items constitutes legal advice and no contact or other activity on this website creates an attorney-client privilege.  Each state has different laws and you must seek your own legal and tax counsel for your situation.

ACTEC Podcasts

5 Reasons to do Estate Planning

 

What is Probate? 

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Choosing a Personal Representative or Trustee 

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Do I need a Revocable Trust?

 

Powers of Attorney

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Fiduciary Distribution Standards

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Estate Planninng for Young Adults

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Estate Planning for Business Owners 

Articles by Constance D. Smith, Esq.
Click on Article Title to Open 
Listed by Area of Practice
 
                
WEALTH TRANSFERS
Estate Planning for Bank Owners:
Not a "Do-it-Yourself" Plan!
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ASSET PROTECTION
The New Colorado ABLE Plan
Colorado Marital Agreements
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TAX PLANNING
Foreign Accounts Reporting
 
 
BUSINESS SERVICES
Business Succession Without a Plan
Bank Shareholders' Estates
 
 
ESTATE ADMINISTRATION
Do I Need An Attorney?
 
 
PHILANTHROPIC GIFTS
 
 
 
Wealth Transfers
Asset Protection
Tax Planning
Philanthropy
Business
Estate Admin
ADDITIONAL ARTICLES
written by Constance D. Smith

(not available here)

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PRESENTATIONS
By Constance D. Smith
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Presentations

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New Tax Numbers for 2018

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Tax Changes for Family Owned Business Entities

 

FLP Operations Determine Discounts

 

Regulatory Changes Affecting Gun Trusts

 

Colorado Establishes ABLE Accounts

 

The New Able Savings Plan

 

FBAR and Your Estate Plan

 

Now for Higher 2013 Income Tax Bill

 

Holiday Shopping Tax Alert

 

Estate Planning For Bank Owners:
 Not a 'Do It Yourself' Project

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Do I Need an Estate Planning Attorney?

 

Lessons from Constitution Day

 

Funding Your Child's Future

 

What Happens to Your Business

Under Your Current Estate Plan?

 

2019 Business Succession Planning presented to the Colorado Springs Estate Planning Council

 

2018 Tax Law changes and opportunities presented to the Douglas County Economic Advisors Council 

 

CO Gun Laws: Attorneys Connie Smith and Colin Walker Presenting at the 2017 Denver International Sportsmen's Expo 

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"Early Terminations of Charitable Trusts" Presentation to Charitable Planned Giving Roundtable 2015

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"Trust Issues in Divorce"  2015 Cherry Hills Country Club presentation 

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"Closely Held Businesses: Strategies for Tackling Key Issues"  2014 Program Chair for CLE in Colorado program

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Forward into the Past … Expired and Expiring Tax Laws along with New Taxes for 2013 , CLE in Colorado 

 

"ILITs - Rules and Insurance Design", CLE in Colorado 2011

 

"Recent Ethics Developments Impacting Trust and Estate Practitioners"  CLE in Colorado 2010

 

"Who Gets the Widgets When You're Gone? Planned and Unplanned Business Succession" 2009 Colorado State Bar, Trust and Estates Retreat and separate CLE in Colorado program

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Estate Planning: A Values-based Perspective, Colorado Bar Assn Trust and Estate Section program 2008

 

Fundamentals of Income Tax for Estates and Trusts; IRS  CPA training program 2007

 

Drafting Trusts and Advanced Medical Directives in Light of HIPAA, Advanced Estate Planning Symposium 2007

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