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Steven A. Holt, Member

Steven A. Holt

Steven A. Holt

Member

sholt@lawfirm.ms

3 Becker Farm Road, Suite 105
Roseland, NJ 07068
Tel: 973-736-4600 x144
Direct Dial: 973-243-7941
Fax: 973-325-7467

Steven A. Holt is the Chair of the Firm’s Taxation, Trusts and Estates and Charitable Organizations Departments, and is a member of the Firm’s executive committee. Steven is also active as a member of the Firm’s Corporate, Elder Law, Health Law and ERISA/Employee Benefits Practice Groups. He serves as outside general counsel to many business entities and not-for-profit organizations, and advises them on business, tax, succession planning, transactional planning and general business and commercial matters.

Steven represents business entities, corporate executives, individuals, entrepreneurs, professionals (including physicians, dentists, veterinarians and their practices), in all aspects of personal and business planning. He enjoyed a more than 25-year association as outside general counsel to the Tumi brand and continues to work closely with branded companies in the luggage and bag, apparel, luxury goods and travel goods industries.

Steven concentrates his practice in many areas of sophisticated estate and family wealth transfer planning, asset protection planning, federal and state income taxation matters affecting individuals, corporations, partnerships and trusts, foreign taxation, corporate law and corporate transactions, 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, organization of and planning and compliance for exempt organizations, and lifetime and testamentary charitable gift planning using charitable annuities, private foundations, donor-advised funds, charitable lead trusts and charitable remainder trusts.

Steven enjoys affiliations as a member of the Board of Trustees of the Mandelbaum Salsburg Charitable Foundation; a member of and the Secretary of the Board of Trustees of the Institute of Medicine and Public Health of New Jersey; and a member of the Board of Directors of the Northern New Jersey Estate Planning Council. Steven was a founding member and serves on the board of the Metro Professional Group, a networking group for professional in New York and New Jersey. He is also a member of Junto New York-2, a networking group with a more than 15-year history and broadly diversified membership.
 

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 Chairman 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.

Overview

Steven A. Holt is the Chair of the Firm’s Taxation, Trusts and Estates and Charitable Organizations Departments, and is a member of the Firm’s executive committee. Steven is also active as a member of the Firm’s Corporate, Elder Law, Health Law and ERISA/Employee Benefits Practice Groups. He serves as outside general counsel to many business entities and not-for-profit organizations, and advises them on business, tax, succession planning, transactional planning and general business and commercial matters.

Steven represents business entities, corporate executives, individuals, entrepreneurs, professionals (including physicians, dentists, veterinarians and their practices), in all aspects of personal and business planning. He enjoyed a more than 25-year association as outside general counsel to the Tumi brand and continues to work closely with branded companies in the luggage and bag, apparel, luxury goods and travel goods industries.

Steven concentrates his practice in many areas of sophisticated estate and family wealth transfer planning, asset protection planning, federal and state income taxation matters affecting individuals, corporations, partnerships and trusts, foreign taxation, corporate law and corporate transactions, 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, organization of and planning and compliance for exempt organizations, and lifetime and testamentary charitable gift planning using charitable annuities, private foundations, donor-advised funds, charitable lead trusts and charitable remainder trusts.

Steven enjoys affiliations as a member of the Board of Trustees of the Mandelbaum Salsburg Charitable Foundation; a member of and the Secretary of the Board of Trustees of the Institute of Medicine and Public Health of New Jersey; and a member of the Board of Directors of the Northern New Jersey Estate Planning Council. Steven was a founding member and serves on the board of the Metro Professional Group, a networking group for professional in New York and New Jersey. He is also a member of Junto New York-2, a networking group with a more than 15-year history and broadly diversified membership.
 

Experience

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 Chairman 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.

Admissions

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

Education

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

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