Constance Lafferty
Attorney, estate and gift tax
Constance prepares estate and gift tax returns for executors and families, and answers the IRS when it reviews one. Most of her clients are handling a parent's estate for the first time, often from another state.
Credentials
Where Constance is admitted and trained
Bar admissions
North Carolina
2009
Virginia
2010
Courts
United States Tax Court
2013
Education
J.D., University of Richmond School of Law
2009
B.A., Economics, Davidson College
2005
Languages
English
French
Conversational
Memberships
North Carolina Bar Association, Estate Planning and Fiduciary Law Section
How Constance works
Constance handles estate and gift tax: the federal estate tax return, the return that saves a spouse's unused exemption, gift tax returns, and IRS reviews of any of them.
She spent her first years in estate planning, which means she knows what the appraisals and statements she works from are meant to say. Executors usually meet her three times by video: once to start, once to walk through the draft, and once after filing.
She is the firm's most patient explainer of the word portability.
Talk to Constance about your letter
Book a short video call. The price comes in writing after it.