Speaking Engagements

Davis Schilken, PC Attorneys are invited to speak both locally and nationally and have a wealth of experience in many planning topics including asset protection, wealth preservation, charitable planning, probate/estate settlement, business and business exit planning. We would be happy to speak at your next event. We also teach several continuing education courses on estate and business planning to CPAs, Certified Financial Planners, insurance professionals, and other attorneys. (Click here to see our upcoming CE Workshop Schedule.)

Monthly Advisor CE Series

Summer 2012 - Health Care Surtax
Summer 2012 - Paying for College
Summer 2012 - Estate Planning Overview for 2013 and Beyond Two-Day CE Course
Summer 2012 - Estate Planning for Diability
Spring 2012 - Understanding the Adequate Disclosure Rules for Gift Tax Returns
Winter 2012 - Medical Advocacy
Winter 2011 - Planning with IRAs & Qualified Retirement Plans
Fall 2011 - Merrill Lynch - How to Review Your Client's Estate Plan
Fall 2011 - Trustee Selection of Irrevocable Trusts
Fall 2011 - Special Needs Trust Planning
Fall 2011 - Captive Insurance
Summer 2011 - How to Review Your Client's Estate Plan
Summer 2011 - Elder Law & Our Aging Population
Summer 2011 - 10 Common Estate Planning Mistakes Your Clients Make in 2011
Spring 2011 - Trust Protectors
Winter 2011 - Wealth & Risk Management for Physicians and Dentists
Winter 2011 - Estate Tax Update
Winter 2011 – Update on 2010 Estate, Gift and GST Taxes
Winter 2010 – Qualified Personal Residence Trusts
Winter 2010 – Probate in Colorado
Winter 2010 – Titling of Assets
Winter 2010 - Basic Estate Planning
Winter 2010 – Retirement Planning
Early Winter 2010 – Roth Conversions
Fall 2010 – Financial Implications for Physicians
Fall 2010 – Generation Skipping Planning 2010 and Beyond
Fall 2010 – Elder Care & Our Aging Population and Planning with SNTs
Fall 2010 – Case Study on Advanced Estate Planning
Summer 2010 – Advanced Estate Planning
Summer 2010 – Basic Estate Planning
Spring 2010 – Roth Conversions
Spring 2010 – Identifying a Grantor Trust
Winter 2009 – Year End Planning Opportunities
Fall 2009 – Probate in Colorado
Fall 2009 – Introduction to Planning and Marketing for Physicians
Fall 2009 - Litigation Risk Management for Physicians
Summer 2009 – Probate in Colorado
Summer 2009 – Basic Estate Planning (2)
Summer 2009 – Planning for Special Needs Beneficiaries
Summer 2009 - Planning for IRAs and Qualified Plans
Fall 2008 –Investor University – Asset Integration
Fall 2008 –Women’s Financial Advisor Regional Symposium – Estate Planning with Successful Women

Other Speaking Engagements

Summer 2012 - UBS - Gift Tax Planning
Summer 2012 - Effective Estate & Gift Tax Planning Under the Changing Tax Laws for 2013
Summer 2012 - Wealth Counsel Annual Meeting - Successful Maintenance Programs
Summer 2012 - Wealth Counsel Annual Meeting - Medical Advocacy for Healthcare Agents
Summer 2012 - Boulder CPAs - Planning for Special Needs Beneficiaries
Spring 2012 - Client Care Maintenance Program Quarterly Program - Colorado Bureau of Investigation - Identify Theft
Spring 2012 - SunAmerica - Proper Titling of Assets
Spring 2012 - Arapahoe County Bar Association - Asset Protection
Spring 2012 - Hospital Case Manager Meetings (6 sessions) - Conservatorship/Guardianships
Spring 2012 - PAC Hospice - Pallative Care
Spring 2012 - Arapahoe County Bar Association - Cohabitation
Spring 2012 - Client Care Maintenance Program Membership Quarterly Meeting - Medical Advocacy
Winter 2012 - Centura Health - What Every Physician Needs to Know about Asset Protection
Winter 2012 - American Society of Women Accountants - Address the Retirement Asset in Estate Planning
Winter 2012 - Caregivers Group - Medical Advocacy
Winter 2012 - Caregivers Group - Legal/Financial Impact - Medical Advocacy
Winter 2011 - Client Care Maintenance Program™ Membership Quarterly Meeting - Medical Advocacy
Fall 2011 - Colorado Tax Professionals Annual Meeting - What to Do After Someone Dies
Fall 2011 - NAIFA - Elder Law & Our Aging Population
Fall 2011 - UBS - Essential Estate Planning Concepts
Fall 2011 - Rocky Mountain Area Conference for Finance & Accounting Professionals - Addressing the Retirement Asset in Estate Planning
Fall 2011 - SunAmerica - Wealth & Risk Management for Doctors & Dentists
Fall 2011 - Ohio Forum - 33 Practice Management Ideas in An Era of Estate Tax Repeal
Fall 2011 - Emergency Medicine Retreat - Physician Contracts 101
Summer 2011 - UBS - Introduction to Elder Law
Summer 2011 - JDS CPAs - How to Review Your Client's Estate Plan
Summer 2011 - UBS - Planning for IRAs & Qualified Retirement Plans
Spring 2011 - SunAmerica - Understanding Estate Planning with Women - The Untapped Market
Spring 2011 - SunAmerica - Wealth & Risk Management for Physicians and Dentists
Winter 2011 - Mt. Evans Hospice Care Giver Survivors Group - Medical and Legal Issues, Preparing Yourself for Difficult Decisions (2 parts)
Winter 2011 - Estate Planning Basics - An Overview of the Estate Planning Process
Winter 2011 - Colorado Society of Osteopathic Medicine - Wealth Risk Management for Doctors
Winter 2011 - Client Care Maintenance Program™ Membership Quarterly Meeting - Tax Updates
Winter 2011 - Estate, Gift, and GST Tax Update
Winter 2010 – Retirement and Estate Planning Presentation
Fall 2010 – Waddell Reed Monthly Management Meeting – Planning with IRAs and Qualified Plans
Fall 2010 – Colorado Society of CPAs – Elder Care & Our Aging Population
Fall 2010 – Rocky Mountain Area Conference – Elder Law & Our Aging Population
Fall 2010 – Special Needs Trust Planning
Fall 2010 – Proper Titling of Assets
Summer 2010 – CU Graduating Medical Students – Negotiating Contracts and Risk Management
Summer 2010 – Commercial Real Estate
Spring 2010 – Estate Taxes and ObamaCare
Winter 2009 – Bank of the West – Business Owners Presentation
Fall 2009 - ASWA - Rocky Mountain Area Conference
Fall 2009 - MGMA Annual Conference - Litigation Risk Management for Physicians - Reducing Vulnerabilities & Impact
Fall 2009 - MGMA Annual Conference - Exit Planning and Physicians - What Pracitice CFOs Need to Know
Fall 2009 – Bank of the West – Monthly Branch Managers Meeting – Top 10 Business Owners Mistakes
Summer 2009 – Wells Fargo – The New Normal – Wealth Management Issues and Answers for CPAs – Estate Planning & Future Trends
Summer 2009 – Parker Adventist Hospital - Litigation Risk Management for Physicians
Spring 2009 – Bank of the West Business Succession Planning
Spring 2009 - San Luis Valley Hospital - Litigation Risk Management for Physicians
Winter 2009 - Wells Fargo - The New Normal - Wealth Management Issues and Answers for CPAs - Estate Planning & Future Trends
Fall 2008 – Colorado Women’s Associates of Financial Consultants Area Conference – Women-Focused Asset Protection
Summer 2008 – Wealth Counsel – National Conference – Asset Protection Planning for Physicians