Davis Schilken, PC provides business owners the means to 1) recruit, 2) reward, 3)retain and 4) retire qualified employees.  

Our attorneys assist with design, implementation, and operation of benefit plans.  These include retirement plans, medical plans, medical reimbursement plans, and disability plans. Our attorneys have experience with executive compensation, employee benefit matters, prohibited transactions, ERISA fiduciary responsibilities, plan distributions and terminations, and discrimination testing.

 Our attorneys can assist with the design, drafting and implementation of  the following types of plans:

401(k) profit sharing plans [safe harbor, cross tested and solo];

• Leveraged Employee Stock Ownership Plans;
• Non-Qualified Deferred and executive compensation plans including Stock Appreciation Rights/ Phantom Stock Arrangements;
• Incentive Stocks Options/Non-statutory Stock Options; and
• 457(b) and 457(f) plans for tax exempt and governmental entities.

Our attorneys will also provide guidance and counsel to assist with:

• The day-to-day administration of plans, including disposition of benefit claims, and compliance with statutory, regulatory and administrative  requirements; and
• Termination of existing plans qualified plans, including issues relating to asset reversions, mergers and spinoffs.

Additional Practice Areas:

• Estate Planning
• Advanced Planning
• Estate Administration
• Elder Law
• Asset Protection
• Corporate Services & Business Exit Planning
• Tax Law
• Special Needs Planning
• Planning for Physicians & Dentists