$ 250-475 per hour
Keith L Davis
About Keith
Biography
Mr. Davis is the managing shareholder of Davis Schilken, PC. Mr. Davis began his estate planning practice in 1998 and joined WealthCounsel® in October 2003. Since then, the firm has grown internally and through acquisitions to seven attorneys. The firm practices extensively in the areas of estate and business planning with a strong referral base of CPAs and Financial Advisors. The firm has prepared estate plans for approximately 3,000 Colorado families and settles the estates and trusts of more than 50 decedents annually. Additionally, on a national basis, firm attorneys have prepared more than 1,000 offshore asset protection trusts.
Mr. Davis concentrates his practice in the areas of wealth transfer and preservation. This includes general estate planning, advanced tax planning, charitable estate planning, private foundations, family limited partnerships, asset protection planning, exit planning and business continuation planning.
Prior to practicing law, Mr. Davis served as a Certified Public Accountant with Coopers & Lybrand (now Pricewaterhouse Coopers). After leaving public accounting, and passing the Bar exam, Mr. Davis served as Vice President of Contracts at three very large engineering/construction firms – each firm had more than one thousand employees.
In these roles, he supervised a staff of as many as thirty and reported to the Firm’s General Counsel and Chief Financial Officers. While responsible for pricing, negotiations and execution of the Firms’ contracts, he focused upon making profitable business deals at the confluence of law, finance and accounting. He personally negotiated some of the larges construction contracts in the United States including the Boston Harbor clean up contract that employed several thousand people for several years.
Teacher/Presenter
Mr. Davis is an accomplished teacher and well-known speaker. He speaks locally and nationally and has taught continuing education courses on estate planning to over 2,000 Colorado CPAs, Certified Financial Planners and Insurance Professionals.
Mr. Davis has also served as an adjunct faculty member at American University in Washington, D.C. and the University of Colorado at Denver. He has taught six undergraduate accounting courses as well as courses at the MBA level. He has also presented the Estate and Gift Tax Update portion of the University of Denver Law School’s annual symposium.
Education
● Master of Laws (LLM) in Taxation, University of Denver
● Juris Doctor (JD), George Mason University
● Master of Business Administration (MBA), George Washington University
● Bachelor of Science (Accounting), West Virginia University
Professional Affiliations
- Colorado Bar Association
- Wealth Counsel, LLC
- Centennial Estate Planning Council
- American Institute of Certified Public Accountants
Practice Areas
5
Practice Areas
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Colorado for 29 years
State: Colorado
Acquired: 1996
No misconduct found
Location
Davis Schilken, PC
1658 Cole Blvd., Bldg. 6, Suite # 200, Lakewood, CO, 80401
DTC Office - Davis Schilken, PC
7887 E. Belleview Avenue, Suite # 820, Denver, CO, 80111
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Keith L Davis's Reviews
Showing 1 - 5 of 9 client reviews from Avvo
Posted by Cathy | September 18, 2018 | Hired Attorney
This review is from a person who hired this attorney.
Excellent service
My husband and I have been clients of Keith for 18 years. He is professional, quite knowledgeable, and precise. All our consultation with him have been in a relaxed manner, not at all rushed. We continue to value the service given to us.
Posted by Diane | September 24, 2017 | Hired Attorney
This review is from a person who hired this attorney.
estate planning and trust specialist
Very organized process. Initial questionnaire not only wanted the facts of our life, but had open ended questions that focused our wishes. Inital meeting comprehensive--did not feel rushed. A few weeks later, received a draft flow diagram for each of our trusts, rather than a draft copy of the trust...
Posted by anonymous | August 6, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Upon Death
My husband recently past and I got to experience the other side of the process. Keith did the estate plans for my husband and me in 2012. We too were impressed as Keith discussed the documents using a flow chart. Keith quoted a fee to settle the estate that was a percentage of the estate value, a...
Posted by Kathie | April 20, 2017 | Hired Attorney
This review is from a person who hired this attorney.
living will
We went to a dinner hosted by Keith Davis as we have been talking about doing a will for some time. We were impressed by keith and the way he explained things so decided to make an appointment to meet with him at his office. Our appointment lasted 2 hours and Keith patiently explained all of our ch...
Posted by Phil | January 25, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Positive experience
Keith was very thorough and detailed in dealing with updating our Family Trust. He was very focused on ensuring we understood all of the elements of the Trust.
Keith L Davis's Lawyer Endorsements
"I have known Keith for many years and his professionalism and legal savvy is unmatched. He is an excellent attorney who works hard to get outstanding results for his clients. I'm proud to count him among my most experienced colleagues."
"I endorse this lawyer."
"I am with a colleague group with Keith Davis that meets quarterly. He has demonstrated thoughtful insights and comments on client service and the importance of proper planing. Keith is and extremely conscientious attorney, with his finger on the pulse of developments in the estate planning field. I recommend him wholeheartedly."
"I endorse Keith as a wonderful professional who is knowledgeable, creative, and personable. I have had the privilege of knowing Keith for many years and working with him on interstate matters. I am endorsing him as one of the best estate planning attorneys around but also for tax, probate, and trust settlement work."
"I have had the pleasure of knowing and conferring with Keith over many years. Keith is a very dedicated individual and has a strong expertise in the estate planning field. Bottom line, Keith is an extremely talented attorney."
"Keith and his team are among the finest technicians in the country. Thorough, thoughtful, and precise. He has my absolute trust."
"I have the pleasure of knowing Keith Davis both professionally and personally. He is intelligent, straightforward, kind and ethical. He is very dedicated to his clients and knowledgeable about estate planning. Any client would be fortunate to work with Keith and his team. I highly endorse him without reservation."
"Keith Davis enjoys a national reputation as a top lawyer as an active member and instructor for WealthCounsel, a national collegium for experienced top end attorneys for business and families seeking tax advice, asset protection and wealth transfers. I've called upon Keith for assistance with trust and probate matters and got prompt and warm attention from Keith and his staff as well as perfect results. I endorse this lawyer."
"I've come to know Keith over the last few years as a peer and trusted colleague. I have always found Keith's attention to detail and meticulous adherence to processes to be helpful to his clients during the estate planning process. I will continue to refer my clients to Keith for their planning needs in Denver, CO and the surrounding areas."
"I endorse this lawyer and his work. Keith is a well known estate planning attorney and has the experience to address a broad range of situations as is evident by his excellent track record. I have worked together with him on matters for over 15 years and count it a privilege to know him."
"I endorse this lawyer. I have known Keith for about 15 years and have participated in numerous continuing education programs with him. Keith is the type of attorney that you would be comfortable sending your mother to for advice and counsel."
"I know hundreds of attorneys around the United States, and I can say with confidence that none of them take what they do more seriously than Keith. He stays current on emerging issues; he teaches; he is constantly thinking about how to deliver better solutions and better service to his clients. He is nationally recognized and respected in the 5000 attorney WealthCounsel community as a leader. He has my 100% endorsement."
"Keith is an extremely gifted lawyer. He truly understand the options and alternatives available to his clients and excels in every aspect of estate planning. Without any hesitation, I endorse this lawyer."
"I endorse this lawyer without reservation. Keith is highly ethical, dedicated adviser with tremendous experience and skills, He is both compassionate and analytical."
"I endorse this lawyer."
"I endorse this lawyer."
"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."
"I endorse this lawyer. He is absolutely one of the most knowledgeable attorneys in this field who prepares an estate plan that is tailored for each particular client's needs. Other attorneys regularly look to him for advice and guidance on estate planning matters."
"Keith Davis is one of the finest estate planning attorneys with whom I have had the opportunity to work; and as a CPA, he is well-qualified to help clients not only with both estate and income tax planning, including tax planning for business owners."
"I endorse this lawyer."
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Experience
Honors
2018
AV Preeminent Rated, Martindale-Hubbell
2018
Client Champion Award, Martindale-Hubbell
2017
Outstanding Client Service for 2017, WeathCounsel PeerGroup
2017
Strategic Legal Innovator of the Year, Davis Shilken Law Office
Work Experience
1998 - Present
President, Attorney, Davis Schilken, PC
1996 - 1998
Vice President - Contracts, Rust International Inc
1992 - 1996
Vice President - Contracts, Harding Lawson Associates
1986 - 1992
Vice President - Contracts, ICF Incorporated
Associations
2016 - Present
WealthCounsel PeerGroupMentor, Member
2003 - Present
American Institute of Certified Public AccountantsMember
2003 - Present
WealthCounselMember
1999 - Present
Colorado State Board of AccountancyCertified Public Accountant
1998 - Present
Colorado Bar AssociationMember
1998 - Present
Centennial Estate Planning CouncilMember
Sample of Legal Cases
Estate Planning for High Net-Worth Individuals and Families
Business Formation
Probate and Trust Administration
Education
2000
University of Denver College of Law
LL.M - Master of Laws
1983
George Mason University School of Law
JD - Juris Doctor
1977
George Washington University
MBA - Master of Business Administration
1973
West Virginia University
BS - Bachelor of Science
Speaking Engagements
2018
WealthCounsel PeerGroup May 2018 Meeting
Exceeding Client Expectations Through Law Firm Systems
2018
2017
Rocky Mountain Area Conference for Finance & Accounting Professionals
Change is Inevitable: Taking a Mulligan on that Outdated Irrevocable Trust
2017
Bank of the West
Estate Planning - A Team Effort
2015
Practice Development Showcase
Financial Metrics That Drive Your Practice
2014
Wealth Counsel Generations Seminar
34 Practice Management Ideas For Lawyers
2014
Sharkey Howes & Javier
Planning for IRAs and Qualified Plans
2014
RMAC Annual Conference
The Tax Trap in the New Tax Law
2014
Quarterly Update
The 3.8% Surtax
2014
Quarterly Update
Est. Planning for Blended Families
2014
Quarterly Update
Est. Planning for Child Free Couples
2014
Monthly Update for CPAs
How to Review Your Clients Estate Plan
2014
Edward Jones Investments
Estate Planning for Seniors
2014
Continuing Education for CPAs
Estate Planning Overview for CPAs
2014
Boulder CPA Chapter Monthly Meeting
Estate and Income Tax Planning
2013
Natl Assn of Tax Professionals Conference
Reviewing Your Clients Estate Plan
2013
DU Law School Annual Tax Update
Estate and Gift Tax Update
2007
Colorado Estate Planning Symposium
Advanced Estate and Income Tax Planning Techniques
Publications
2018
Davis Shilken Law Blog
What Happens to Your Student Loan Debt When You Die?
2018
2017
Davis Shilken Law Offices Blog
What Do Successor Trustees and Executors Do?
2017
Davis Schilken Law Office Blog
Are Payable-On-Death Accounts Right for You?
2017
Wealthcounsel Quarterly
Member Spotlight: Keith Davis
2016
Davis Schilken Law Office Blog
Why a Spendthrift Trust Can be a Great Solution for Heirs
2016
Davis Shilken Law Office Blog
Organizing for Tax (and Estate Planning) Season
2003
Trusts & Estates Magazine
To Gift or Not to Gift
Languages
English