About Me - Jeffrey Pozzuolo

II obtained a JD/MBA and LLM in Taxation from Temple University’s Beasley School of Law and Fox School of Business and earned the Benjamin L. Winderman Award for outstanding academic achievement in the JD/MBA program as well as Dean’s Certificate of Excellence from the Business School and induction into Beta Gamma Sigma, the National Business Honors Fraternity. For undergraduate, I graduated magna cum laude from the University of Pennsylvania with a BS in Economics (Finance and Accounting) from the Wharton School and a BA in Mathematics from the College of Arts and Sciences. I have published articles in national business and estate planning publications and taught Pennsylvania, New Jersey, and national level continuing legal education courses in the fields of estate planning, corporate/business, and retirement planning.

For business law, I have transacted over $100-$200 million in business purchase/sales transactions, real estate transactions, starting and closing businesses/entities, loans deals, employment contracts, severance contracts, procurement agreements, succession planning as well as other areas. I apply my business and legal experience to find practical solutions to get deals done, protect my clients, and avoid future litigation. I work with entrepreneurs, professionals, and closely held business owners and their families to get deals done efficiently and effectively.

For estate planning, I have planned for and administered small and large estates worth ranging from tens of thousands to hundreds of millions. For my clients I have navigated them through the difficulties and challenges that both smaller and larger estates face and have utilized basic and complex sophisticated estate planning tools for my clients. My accounting and finance background is instrumental in the work that I do. I understand accounting fundamentals, record keeping, and valuation of assets, and utilize these skills daily.

Outside of work, I have a wife and two young kids where I like to take the kids to various new places/experiences and share my various hobbies of cooking/baking, playing guitar, playing rec league street hockey goalie, and traveling/exploring new things. My approach to life is that it is not about where you are or what you are doing, but the people you are with, and always appreciate what you have as there is always someone better off and someone worse off than you.