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Joe is a Member of Stoll Keenon Ogden’s Lexington and Louisville offices. He joined the firm in 2012 and is part of the Trusts & Estates practice group. He works with families and businesses owners throughout Kentucky on estate and gift planning, as well as estate and trust administration. For privately held companies, he consults on business succession plans.
Before embarking on his career as an attorney, Joe was a tax manager at Deloitte Tax LLP, where he advised affluent individuals, closely held businesses, and trustees, and estate administrators on compliance with income and transfer tax laws. He also helped clients in structuring trust, partnership, and S corporation agreements.
Trusts & Estates: Joe develops plans to meet the expectations of clients and address their individual situations, and he carefully weighs the benefits, risks, and complexity of every recommendation. He has represented multigenerational families in the planning of multimillion-dollar estates, and he has provided counsel to businesses on sophisticated succession documents.
Represented husband and wife in planning for their business and estates by restructuring the company into voting and nonvoting shares, allowing them to transfer value while maintaining control, and preparing and implementing a stock restriction agreement, a multi-generation family protection trust, traditional A/B trust planning, essential planning, a qualified personal residence trust, a vacation home trust, and gifting trusts for each grandchild.
Represented husband and wife in planning for their family and multi-million dollar estates by preparing and implementing multi-generational spousal limited access irrevocable trusts, traditional A/B trust planning, essential planning, a charitable lead annuity trust and a private family foundation.
Represented multi-generation family in planning for their family and estates after the sale of the family business, including preparing and/or implementing Delaware Trusts, a charitable lead annuity trust, limited liability companies, sale to dynasty trusts and valuation discounts as well as assisting in the administration of the estates of several family members after their unexpected deaths.