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Keith L Davis

Keith L Davis

Practice areas:

Probate, Estate Planning, Wills & Living Wills, Business, Tax

Client reviews

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About Me

Experience
Mr. Davis is the founding member of Davis & Associates, P.C. in Golden, Colorado.  He has been an attorney for more than 20 years and is licensed to practice law before the Colorado Supreme Court, United State Claims Court, and United States Tax Court.  Prior to practicing law, Mr. Davis practiced as a Certified Public Accountant with Coopers & Lybrand (now Pricewaterhouse Coopers) and held an executive position with a Fortune 100 company. Mr. Davis has also served as an adjunct faculty member in the MBA programs at American University in Washington D.C. and the University of Colorado at Denver.

Mr. Davis concentrates his practice in the areas of wealth transfer and preservation. This includes general estate planning, sophisticated tax planning, charitable estate planning, private foundations, family limited partnerships, asset protection planning, exit planning, and business continuation planning.
 
Teacher/Presenter
Mr. Davis is an accomplished teacher and well-known speaker.  He has taught a sixteen-hour continuing education course on estate planning to over 2,000 Colorado CPAs, Certified Financial Planners, and insurance professionals.

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Practice Areas

Licensed since 1996

  1. Tax: 20%
  2. Business: 20%
  3. Wills & Living Wills: 20%
  4. Estate Planning: 20%
  5. Probate: 20%

Payment

Fees:

Free Consultation (90 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

6 total 

  • No photo

    I endorse this lawyer.

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    Diane Freed Divorce & Separation Attorney
    Relationship: Fellow lawyer in community

  • Stephen Joel Livens

    I have known Keith since 1999 as a professional and friend. Keith is not only an outstanding attorney, but he is also a CPA. I consult with him often regarding complex tax issues. I cannot say enough good things about Keith and his Firm.

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    Stephen Livens Elder Law Attorney
    Relationship: Fellow lawyer in community

Contact Info

Davis Schilken, PC

523 Park Point Drive, Suite 350
Golden, CO, 80401-9364

Resume

License

StateStatusAcquiredUpdated
COActive199608/30/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Work Experience

TitleCompany NameDuration
AttorneyDavis Schilken, PC1998 - Present
Vice President - ContractsRust International Inc1996 - 1998
Vice President - ContractsHarding Lawson Associates1992 - 1996
Vice President - ContractsICF Incorporated1986 - 1992

Associations

Association NamePosition NameDuration
American Institute of Certified Public AccountantsMember2003 - Present
Wealth CounselMember2003 - Present
Colorado Bar AssociationMember1998 - Present
Centennial Estate Planning CouncilMember1998 - Present

Publications

Publication NameTitleDate
Trusts & Estates MagazineTo Gift or Not to Gift2003

Education

School NameMajorDegreeGraduated
University of Denver College of LawTaxationLL.M - Master of Laws2000
George Mason University School of LawLawJD - Juris Doctor1983
George Washington UniversityBusiness AdministrationMA - Masters1977
West Virginia UniversityAccountingBS - Bachelor of Science1973

Speaking Engagements

Conference NameTitleDate
Wealth Counsel Generations Seminar34 Practice Management Ideas For Lawyers2014
Sharkey Howes & JavierPlanning for IRAs and Qualified Plans2014
RMAC Annual ConferenceThe Tax Trap in the New Tax Law2014
Quarterly UpdateThe 3.8% Surtax2014
Quarterly UpdateEst. Planning for Blended Families2014
Quarterly UpdateEst. Planning for Child Free Couples2014
Monthly Update for CPAsHow to Review Your Clients Estate Plan2014
Edward Jones InvestmentsEstate Planning for Seniors2014
Continuing Education for CPAsEstate Planning Overview for CPAs2014
Boulder CPA Chapter Monthly MeetingEstate and Income Tax Planning2014
Natl Assn of Tax Professionals ConferenceReviewing Your Clients Estate Plan2013
DU Law School Annual Tax UpdateEstate and Gift Tax Update2013