Joshua D. Kelly

Josh 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.

Best Lawyers in America® for Trusts and Estates, 2024 - 2025

Virginia Super Lawyers “Rising Star,” Estate & Probate, 2020

Named to “Legal Elite” (Taxes/Estates/Trusts), Virginia Business, 2017 - 2022

Professional Affiliations

American Bar Association

Virginia Bar Association

Virginia State Bar, Trusts and Estates Section

Richmond Private Business Study Group

Business and Civic Organizations

Virginia Breast Cancer Foundation, Board of Directors and Finance Committee

Josh and his wife live in Hanover County, Virginia with their two very energetic young boys.

While completing his undergraduate degree at West Virginia University, Josh was a member of Mountaineer football team and was named to the Big East Conference All-Academic Football. Josh is a member of the Virginia Breast Cancer Foundation Board of Directors and Finance Committee.

Away from the office, Josh can be found at the gym or spending time with his family in the Virginia and West Virginia mountains or in the Northern Neck.