Bio

Joshua Kelly advises individuals and families with respect to estate, transfer tax, and business succession planning, as well as trust and estate administration services. He provides these services to a broad range of clients: from young families whose primary goal is to ensure the protection of their minor children, to owners of closely-held businesses seeking the most efficient means to transition the business to the next generation of owners, to individuals and families with significant assets looking to minimize transfer taxes or maximize charitable giving. With respect to trust and estate administration matters, Josh advises Executors and Trustees on the most effective and efficient procedures for carrying out their fiduciary obligations, as well as trust and estate beneficiaries who need the assistance of an attorney in protecting their beneficial interests. These matters require an understanding of family, financial, and legal issues involved and the steady hand of an experienced advisor can be vital when seeking an amicable resolution for all involved. Additionally, Josh represents business entities of varying size and industry in organizational and income tax planning matters. This includes the preparation of governance documents and buy-sell agreements for corporations, limited liability companies and limited partnerships. These types of engagements almost always include complicated business succession issues which frequently are connected to estate and tax planning for the business owners.