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.
Practice areas
Licensed
- Tax: 20%
- Business: 20%
- Wills: 20%
- Estate Planning: 20%
- Probate: 20%
Payment
Fees:
Free consultation (90 minutes)
Payment types:
Cash, Check, Credit card
Attorney endorsements
Are you an attorney? Endorse this lawyer
MoreI 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.
Peter Myers Estate planning Attorney
Relationship: Fellow lawyer in community
Contact info
523 Park Point Drive, Suite 350
Golden, CO, 80401-9364
Resume
| State | Status | Acquired | Updated |
|---|---|---|---|
| CO | Active | 1996 | 09/17/2016 |
| Legal answers | |
| Legal guides |
| Title | Company name | Duration |
|---|---|---|
| Attorney | Davis Schilken, PC | 1998 - Present |
| Vice President - Contracts | Rust International Inc | 1996 - 1998 |
| Vice President - Contracts | Harding Lawson Associates | 1992 - 1996 |
| Vice President - Contracts | ICF Incorporated | 1986 - 1992 |
| Association name | Position name | Duration |
|---|---|---|
| American Institute of Certified Public Accountants | Member | 2003 - Present |
| Wealth Counsel | Member | 2003 - Present |
| Colorado Bar Association | Member | 1998 - Present |
| Centennial Estate Planning Council | Member | 1998 - Present |
| Publication name | Title | Date |
|---|---|---|
| Trusts & Estates Magazine | To Gift or Not to Gift | 2003 |
| School name | Major | Degree | Graduated |
|---|---|---|---|
| University of Denver College of Law | Taxation | LL.M - Master of Laws | 2000 |
| George Mason University School of Law | Law | JD - Juris Doctor | 1983 |
| George Washington University | Business Administration | MA - Masters | 1977 |
| West Virginia University | Accounting | BS - Bachelor of Science | 1973 |
| Conference name | Title | Date | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 2014 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Natl Assn of Tax Professionals Conference | Reviewing Your Clients Estate Plan | 2013 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| DU Law School Annual Tax Update | Estate and Gift Tax Update | 2013 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| More | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||