Estate Planning Services

Estate Planning

The Davis Schilken, PC law firm is committed to caring for the estate planning needs of individuals and families throughout the Denver metro area and Colorado. Our team of experienced Colorado Estate Planning attorneys can provide guidance responsive to your needs. We are proud to offer a comprehensive range of legal services.

Colorado estate planning encompasses much more than a last will. Depending on your circumstances, you may need to consider multiple legal instruments to make sure your wishes are carried out should you become disabled or die. Our attorneys offer the following estate planning services:

Our experienced attorneys offer compassionate and personalized attention to help you plan for life’s difficulties. We can help you make the most of your resources through long-term planning for retirement, medical emergencies and the eventual transfer of assets to the next generation. Drafting your estate planning instruments and preparing your other estate planning documents will be done to address your unique situation, as an expression of your love and concern for the most important people in your life.

Colorado Estate Planning – Don’t Wait Until It’s Too Late

Families frequently bring us challenging legal problems, often involving the affairs of an elderly parent. These often could have been minimized if careful estate planning had been completed in a timely fashion.

Through careful planning you can specify the distribution of your assets rather than relying on the distrubtion plan provided by state statute.

Our clients range from members of the middle-class to those with substantial assets to protect, young as well as old. If you are ready to conduct thoughtful, financially prudent Colorado estate planning to avoid problems and maximize your retirement, call us to arrange a courtesy consultation.

Our attorneys are members of WealthCounsel, an alliance of respected planning attorneys nationwide who are dedicated to providing high quality educational programs, support and planning techniques to their clients.

WealthCounsel

Click here to visit the WealthCounsel Website

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Estate Planning Wheel
Estate Planning Goals
Basic Estate Plan Comparison
Client Care Plan Checklist
Top Ten Estate Planning Mistakes

Estate Planning Services
Wills
In short, a Last Will and Testament (“will” for short) dictates what should be done with a person’s estate at death, and to whom custody of said person’s children shall pass. Obviously, a will is not something to be taken lightly.  If there…Read More


Advanced Estate Planning
Ben Franklin’s statement, “Nothing is certain but death and taxes,” has never been more true. Added to that list is the certainty of change and the need for vigilance regarding tax developments. There are a variety of “advanced” or…Read More


Multi-Generational Plans
When you begin your estate plan, you are often planning for you, your spouse, and your children.  You may also want to consider including your grandchildren or prospective grandchildren as part of your estate plan.  You can plan so that several gen… Read More


Pet Trusts
When you are no longer able to care for your pets, can you be sure that they will be provided the same level of love and care that you have so willingly provided? Just as you have carefully planned for your children and loved ones, you should also co… Read More


Charitable Planning
Charitable giving can represent a thoughtful expression of your values and can fulfill your legacy of helping people and organizations that are important to you. Properly designed charitable giving plans can also provide significant tax saving opport… Read More


Irrevocable Life Insurance Trust
Life insurance is a unique asset that can meet diverse objectives. It can provide liquidity to pay taxes, replace income after a death, create wealth to build an estate, pay estate settlement costs, pay off a mortgage, or buy out a business interest.… Read More


Retirement Planning
IRA Legacy Trusts Retirement plans are often one of the most significant and most overlooked assets in estate planning. Beneficiary designations are some of the most important decisions you will make. Without planning, your beneficiaries may decide t… Read More


Intentionally Defective Irrevocable
An Intentionally Defective Irrevocable Trust (IDIT) is a trust that contains certain provisions set forth in the Internal Revenue Code, which imputes the income to the Grantor as the creator of the trust, but excludes the trust assets from the Granto… Read More


Grantor Retained Annuity
A GRAT is a type of trust specifically authorized by the regulations interpreting the Internal Revenue Code. This type of irrevocable trust permits a lifetime transfer of assets to an irrevocable trust in exchange for a payment stream for a specified… Read More


Family Limited Partnership
A Family Limited Partnership is a limited partnership between family members. The structure inherent to limited partnerships, i.e., general partners with managerial control and limited partners without control or liability, makes them attractive to p… Read More


Guardianship/Conservatorship
Incapacity and What You Need to Know As A Caregiver When incapacity occurs, there is help. INCAPACITY may occur permanently or temporarily and is caused from events such as stroke, dementia, head injury, and other illness or injury. When this happens… Read More


Gunlocker Trust
Help Protect Your Family and Friends from the“Accidental Felony” The Perfect Solution to Owning, Sharing, and Transferring Firearms Responsibly GUNLOCKER TRUST™ is your Legal “Gun Safe”Gun rights and owning guns are important to you. Y… Read More


Asset Protection
Asset Protection Click here to view all our videos. Colorado asset protection has become even more important than in the past given an increasingly litigious society and the troubled economic climate. An asset protection attorney can work with you… Read More


Special Needs Planning
If you have a child or a loved one who is disabled or unable to care for themself or manage their financial affairs, planning for their future may be one of the most important decisions you make. Failure to plan for a special needs beneficiary can re… Read More


Planning for Physicians & Dentists
Liability and the asset risks it creates are major concerns to physicians, dentists and other professionals. Why? Because the litigation environment has become more aggressive over time. Some reasons behind this include: Physicians, dentists and oth… Read More


Elder Law
Our Colorado elder law attorneys work with seniors and their families to safeguard their future. We can help secure and protect the assets you and your family have worked a lifetime to accumulate. Too many Colorado seniors don’t realize the imp… Read More

Testimonials

We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
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