Jonathan Holtz

Jonathan Holtz

Associate
Office:Berkeley Heights, NJ
Phone:(908) 790-7764
Email:jholtz@margolisedelstein.com
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Jonathan Holtz focuses on the defense of professional liability claims, including real estate and insurance professionals, with a concentration in accounting and legal malpractice. Jonathan also represents clients in investigations by federal, state and local agencies, as well as arbitration, mediation, negotiation, business planning and dispute resolution. He also handles complex commercial and business litigation. Jonathan 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. Jonathan also handles general liability matters, for both plaintiffs and defendants, as well as trusts and estates 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 also has experience in public entity, premises liability, medical malpractice and environmental defense, as well as complex insurance coverage work.

Jonathan has been certified as an emergency medical technician and was a former volunteer first responder with the Tuckahoe Volunteer First Aid Squad. During law school, he worked for a solo practitioner who represented plaintiffs in tort actions, and a mid-sized insurance defense firm, practicing in New Jersey and New York.

After law school, 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.)

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
  • Defense Research Institute
  • Seton Hall University School of Law, appellate advocacy judge
  • Seton Hall University School of Law, moot court judge

Speaking Engagements and Presentations:

  • New Jersey Association for Justice, Boardwalk Seminar, ICLE speaker
  • Economic Loss Doctrine and Design Professionals
  • Statute of Repose for Engineers, Architects, and Design Professionals
  • New Jersey Association for Justice, Boardwalk Seminar, ICLE speaker
  • Professional Liability and Legal Malpractice Update

Representative Matters:

  • 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.