Mr. Holt represents physicians, physician practices, business entities, corporate executives, charitable organizations, high net worth individuals and entrepreneurs in all aspects of their personal and business planning. Among his clients is Tumi, Inc., a worldwide leader in the design, manufacture and distribution of luxury leather goods, luggage and executive accessories, where Mr. Holt has served as Secretary and General Counsel (since 1995). He 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, purchases and sales of business entities and business reorganizations, exempt organizations, including private foundations, and charitable gift planning. Mr. Holt received a Bachelor of Business Administration degree from The University of Wisconsin Milwaukee, his law degree from Rutgers, The State University of New Jersey School of Law Camden , and an L.L.M. in Taxation from the New York University School of Law. He 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 a former member of the Planned Giving Counsel of the UMDNJ Foundation. Mr. Holt is admitted to practice law in both New Jersey and Pennsylvania.
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Areas of Practice
Corporate & Transactional
Employee Benefits
Health Care
Tax Law (chair)
Trusts & Estates (chair)
Bar Admissions
New Jersey, 1984
Pennsylvania, 1984
Education
New York University School of Law, New York, New York, 1986
Master of Law(s) in Taxation
Rutgers, The State University of New Jersey School of Law - Camden, Camden, New Jersey, 1984
J.D., Doctor of Jurisprudence
University of Wisconsin-Milwaukee, Milwaukee, Wisconsin, 1980
B.A.
Professional Association Memberships
The Institute of Medicine and Public Health of New Jersey
Member, Board of Trustees
Ben Appelbaum Foundatoin
Member, Board of Trustees
UMDNJ Foundation
Former Member, Planned Giving Counsel
Estate Planning Council of Northern New Jersey
Member
Birth Info
4/13/55 Racine, Wisconsin
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