Advertising Material

Advertising Material


Joseph B. Colvin

Member, Lexington

Joe is a Member with Stoll Keenon Ogden in the Lexington office. He joined the firm in 2012 and is a member of the Trusts, Estates & Family Law practice. He focuses on estate and gift planning, business succession for privately held companies, estate administration and trust administration.

Prior to joining the firm, Joe began his career at Deloitte Tax LLP where he acted as tax manager advising affluent individuals, closely-held businesses, and trusts with income and transfer tax compliance and consulting matters. Additionally, he was a consultant on trust, partnership and S corporation agreements.

Joe is a member of the Kentucky and Louisville Bar associations.

Practices
Education
Ohio State University
2005, J.D.
University of Kentucky
2002, B.S.
Admissions
Kentucky
Ohio

Affiliations

  • Kentucky Bar Association
  • Louisville Bar Association, Probate Section, 2016
  • Junior Achievement of the Bluegrass, Board of Directors
  • Estate Planning Council of Metro Louisville
  • Bluegrass Estate Planning Council
View More

Work Highlights

Family Business Succession Planning and Estate Planning with Special Trusts

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...

Family Estate Planning with Private Family Foundation and Charitable Lead Trust

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...

Family Business Succession Planning- Sale to Grantor Trusts- Charitable Planning

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...

View All Work Highlights
News Publications Seminars
 
     The Probate Process from State to Finish – Probate Property v. Non-Probate
     Assets, 
National Business Institute, 2017
 
     The Probate Process from State to Finish – Tax Reporting and Post-Mortem Tax     
     Matters
, National Business Institute, 2017
 
     Succession Planning to Future-Proof Organizations, SKO Corporate Seminar, 2014
 
     Traditional & Advanced Estate Planning, Young Professionals Association of
     Louisville, 2014
 
     Estate Planning Update, Louis A. Grief Tax Planning Institute, 2012
 
     Income Taxation of Trusts and Estates, National Business Institute, 2012
Gift and Estate Planning - A New Focus, Society of Financial Service Providers, 2011
Tax Planning and Policy: The Road Ahead, UBS, 2011
Considerations for Conversion to a Roth IRA,  Society of Financial Service Providers, 2010
Fiduciary Income Tax and Accounting Issues, Huntington National Bank, 2009