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Joseph B. Colvin

Member, Lexington

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.

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
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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