Jerome F. Politzer

Jerome F. Politzer

member

Mr. Politzer’s practice focuses on integrated estate and business planning and administration to create and maximize mutigenerational family financial value. He delivers the highest level of personal service and attention for all his clients’ legal needs by simplifying sophisticated business, estate, and tax planning strategies, probate and trust administration, business succession, charitable planning, and related legal services. He has advised many extended families and family owned businesses in his over 30 years as a lawyer in all aspects of real estate, business, finance, and family relationships. Mr. Politzer emphasizes a professional team approach by working with his client’s existing advisors while creating opportunities to accomplish his client’s goals, desires and objectives.

Experience:

Planned, led and implemented strategic functional and management business reorganizations and restructuring to transition family businesses to the next generation of ownership.

Provided comprehensive legal services for trust and estate planning and administration to implement the terms of the trust, gathering and distributing estate and trust assets, and assisting the trustees in their accounting for those activities.

Advised clients with respect to real property sales, purchases, entity selection, entity formation, initial capitalization, equity and debt financing, tax and business planning, and operating agreements among business owners.

Represented clients with respect to corporate governance, due diligence, acquisition implementation, joint ventures, strategic alliances, commercial sales, finance, real estate, supply chain matters, patents, trademarks, and distribution chain matters.

Certifications:

  • Certified Specialist in Estate Planning, Trust and Probate Law, as certified by the California Board of Legal Specialization
  • Certified Public Accountant (Retired), California State Board of Accountancy
  • AV® Preeminent™ Peer Review Rated by Martindale-Hubbell® which signifies that an attorney has attained the highest level of professional excellence.

Affiliations:

  • Monterey County Bar Association
  • The State Bar of California (Agribusiness Committee Chair, 2005-2006)
  • American Bar Association (Taxation Section)
CONTACT

26385 Carmel Rancho Boulevard
Suite 200
Carmel, CA 93923

T: 831.373.4131
F: 831.373.8302

jpolitzer@horanlegal.com »

ADMISSIONS

State of California

State of Arizona

U. S. District Courts for the Northern, Eastern and Central Districts of California

U.S. Tax Court

U.S. Supreme Court

EDUCATION

B.A., University of California, Berkeley, 1978

J.D., University of San Francisco School of Law, 1982

Managing Editor, University of San Francisco Law Review

26385 Carmel Rancho Boulevard, Suite 200 Carmel CA 93923

Tel: 831.373.4131
Fax: 831.373.8302