Jonathan Holtz

Jonathan Holtz

Associate
Office:Berkeley Heights, NJ
Phone:(908) 790-7764
Email:jholtz@margolisedelstein.com
vCard:Download

Jonathan Holtz is a commercial litigator with a focus on professional liability claims involving licensed professionals, including accountants, attorneys, architects, engineers, and real estate and insurance professionals. Jonathan also represents clients in investigations by federal, state and local agencies, as well as arbitration, mediation, negotiation, business planning and dispute resolution. He provides pre-litigation risk management services to clients to avoid extensive and costly litigation. In addition to defending professionals, Jonathan represents and counsels business owners and companies, as both plaintiffs and defendants, in a wide range of complex commercial litigation, transactions, contract issues, employment issues, and other general business law matters.

In defending legal malpractice claims, Jonathan has successfully defended attorneys in a wide range of underlying matters, including matrimonial, residential and commercial real estate transactions, personal injury, estates and trusts administration and planning, and commercial litigation cases.

In defending accounting malpractice claims, Jonathan has successfully defended accountants in a wide range of attestation services, tax, audit, consulting and expert services. Jonathan represents accountants in investigations by federal, state and local agencies, including the Internal Revenue Service and the New Jersey State Board of Accountancy.

Jonathan has been certified as an emergency medical technician and was a former volunteer first responder with the Tuckahoe Volunteer First Aid Squad. Jonathan served as law clerk to the Honorable Alfonse J. Cifelli, J.S.C., New Jersey Superior Court, Essex County, Law Division, where he was certified in mediation and conciliation.

Education:

  • Seton Hall University School of Law (J.D.)
  • University of Richmond (B.A.)

Honors:

  • AV Martindale-Hubbell Peer Review Rated
  • Super Lawyers Rising Star
  • “Superb” (highest) Rating by AVVO

Bar Admissions:

  • New Jersey
  • New York

Court Admissions:

  • U.S. District Court, District of New Jersey

Professional Affiliations:

  • New Jersey State Bar Association
  • New York State Bar Association
  • Union County Bar Association
  • Defense Research Institute
  • Seton Hall University School of Law, appellate advocacy judge
  • Seton Hall University School of Law, moot court judge
  • Greater Westfield Area Chamber of Commerce Membership Committee
  • New Jersey State Bar Association Business and Commercial Litigation Special Committee
  • Seton Hall University School of Law, Appellate Advocacy Judge
  • Seton Hall University School of Law, Moot Court Judge

Speaking Engagements and Presentations:

  • Greater Westfield Area Chamber of Commerce, Everything Small Business Owners and Individuals Need to Know about Lawyers
  • New Jersey Law Journal, Ethical Considerations When Fees Outpace Recovery
  • New Jersey Law Journal, Economic Loss Doctrine and Multiple Contracting Defendants
  • National Business Institute, Ethics of Email
  • OneBeacon Insurance Group, Hot Topics for Design Professionals
  • 2014 New Jersey Association for Justice, Boardwalk Seminar, ICLE speaker
  • Economic Loss Doctrine and Design Professionals
  • Statute of Repose for Engineers, Architects, and Design Professionals
  • 2013 New Jersey Association for Justice, Boardwalk Seminar, ICLE speaker
  • Professional Liability and Legal Malpractice Update

Representative Matters:

  • Obtained damages for Accounting Firm against former Member on contract based claims.
  • Negotiated dismissal by mutual release of all claims in legal malpractice claim related to healthcare transaction.
  • Dismissal of accounting malpractice claim on summary judgment regarding failure to disclose information related to the sale of a dental practice.
  • Negotiated resolution of multiple business disputes, including voluntary dismissal of shareholder derivative claims, and facilitation of dissolution of closely held corporation.
  • Dismissal in lieu of Answer in complex accounting malpractice action alleging failure to report tax liability by accountant.
  • Negotiated dismissal by mutual release of all claims in complex business litigation involving allegations of professional malpractice, Consumer Fraud Act violations, and violations of New Jersey’s Oppressed Minority Shareholder Statute.
  • Negotiated pre-litigation dismissal of accounting malpractice claim.
  • Negotiated pre-litigation recovery to accounting firm stemming from breaches of separation agreement by former member.
  • Dismissal of New Jersey Board of Accountancy Ethics Complaint with no action taken.
  • Dismissal on summary judgment of legal malpractice claim stemming from allegations of ineffective assistance of counsel.
  • Negotiated dismissal by mutual release of all claims in American Arbitration Association arbitration.
  • Dismissal on Motion to Dismiss of professional malpractice claim against real estate agent and agency.
  • Dismissal on summary judgment of accounting malpractice claim stemming from service as joint accounting expert in matrimonial matter.
  • Pre-litigation negotiation and resolution of employer/employee contract dispute.
  • Negotiated pre-pleading voluntary dismissal of all claims with prejudice.
  • Dismissal of legal malpractice claims on summary judgment stemming from representation in trust and estates dispute, affirmed on appeal.
  • Dismissal of New Jersey Board of Accountancy Ethics Complaint with no action taken.
  • Dismissal on summary judgment of legal malpractice claim related to notary services.
  • Dismissal of New Jersey Board of Accountancy Ethics Complaint with no action taken.
  • Dismissal on summary judgment of legal malpractice claim stemming from real estate transaction.
  • Dismissal of New Jersey Board of Accountancy Ethics Complaint with no action taken.
  • Dismissal on motion to dismiss of legal malpractice claim for failure to produce Affidavit of Merit.
  • Dismissal by voluntary stipulation due to jurisdictional issues.
  • Dismissal on summary judgment of legal malpractice claim stemming from real estate transaction.
  • Resolution and dismissal of pre-litigation dispute over accounting services.
  • Dismissal of New Jersey Board of Accountancy Ethics Complaint with no action taken.
  • Motion to Dismiss granted in legal malpractice claim alleging failure to properly conduct trial arguments.