Steven Holt is the Chair of the Firm’s Taxation and Trusts and Estates Departments and is a member of the Firm’s executive committee. Steven also is active as a member of the Firm’s Corporate Practice, Elder Law and Health Law Groups. He serves as outside general counsel to many business entities and advises them on business, tax, succession and general commercial matters.
Steven represents business entities, corporate executives, individuals and entrepreneurs, professionals (including physicians and physician practices), and charitable organizations, in all aspects of personal and business planning.
Steven concentrates his practice in the areas of sophisticated estate and family wealth transfer planning, asset protection planning, federal and state income taxation of individuals, corporations, partnerships and trusts, corporate law, tax aspects of business transactions, mergers and acquisitions, private equity placements, qualified and non-qualified compensation planning, commercial law and commercial transactions, life insurance, choice of entity planning, business reorganizations, and exempt organizations, such as private foundations, and charitable gift planning.
Steven is a member of the Board of Trustees of The Institute of Medicine and Public Health of New Jersey, a member of the Board of Directors of the Ben Appelbaum Foundation (an organization that mentors new business owners and start-up charitable organizations) and President and Chair of the Board of National Development and Research Institutes, Inc., a prominent research organization concentrating on public health and addiction He is a member of the Estate Planning Council of Northern New Jersey.
Commonwealth of Pennsylvania, 1984
State of New Jersey, 1984
New York, 2017
U.S. District Court, District of New Jersey, 1984
U.S. Tax Court
New York University School of Law, Master of Law(s) in Taxation, 1986
Rutgers, The State University of New Jersey School of Law, J.D., 1984
University of Wisconsin-Milwaukee, B.A., 1980