For over 30 years, Jean Everett has built a distinguished legal career representing borrowers, developers, lenders, and issuers in financing transactions. Recently, her work has centered on federal tax analysis involving tax-exempt bonds. Specifically, she advises on financing and refinancing for healthcare, educational, and cultural facilities owned by 501(c)(3) organizations. She also focuses on single-family housing revenue bonds, multifamily rental housing, and facilities owned by governmental entities, such as schools and water or sewer systems.
In addition, Jean frequently helps issuers, 501(c)(3) entities, and other conduit borrowers respond to IRS audits of bond transactions. She offers guidance on post-issuance compliance, including Schedule K to Form 990, and on remedial actions tied to bond-financed property dispositions. Currently, she serves as Of Counsel at Bousquet Holstein, where she contributes to the firm's Public Finance, Banking and Financial Institutions, and Not-for-Profit / Tax Exempt practice areas.
Moreover, Jean regularly advises local authorities across New York State. Her counsel covers governance, contract negotiation, compliance with state law, and real property matters. She also partners with a regional bank’s not-for-profit lender on credit enhancement and direct purchases of tax-exempt bonds. These transactions often involve draw-down bonds and other complex lending arrangements.
By working closely with the bank, Jean helps close transactions that are not only compliant with regulatory and institutional standards but also efficient and cost-effective. As a result, clients consistently benefit from her collaborative and solutions-oriented approach.
Additionally, Jean contributes her transactional experience to mergers and acquisitions. For example, she has supported due diligence and key deal components in the sale of both a food products manufacturer and a municipal services provider operating in over 40 states.
Experience
- Served as counsel to a 501(c)(3) organization in connection with the construction of an educational and wellness facility. Additionally, advised on the organization's role in the redevelopment of a downtown urban neighborhood that includes mixed-income housing.
- Acted as counsel to a municipality regarding project management and redevelopment opportunities related to a federally funded interstate highway relocation project.
- Provided tax counsel to both state and local housing finance agencies. These matters involved the issuance of tax-exempt bonds to finance qualified residential rental projects that utilized 4% low-income housing tax credits, letters of credit, Freddie Mac TEL programs, credit enhancement, and cash collateral.
- Advised as tax counsel on a range of tax-exempt revenue bond issues by state and local entities. These bonds supported the financing and refinancing of facilities owned by charter schools, private secondary schools, and institutions of higher education.
- In addition, served as tax counsel for the issuance of tax-exempt conduit revenue bonds. These bonds supported a large hospital system’s acquisition of assets across multiple states.
- Also advised on pooled tax-exempt bond programs managed by a state financing authority, with a focus on program structure and tax compliance.
- Represented underwriters in a bond transaction involving New York State local issuers. The proceeds were used to finance facilities in the higher education sector.
- Lastly, served as bond counsel to the City of Syracuse Industrial Development Agency. This work supported the issuance of School Facility Revenue Bonds from 2018 to 2020, helping finance renovations and improvements to public school facilities under the Syracuse City School District Project.
Presentations and Publications
- Author, White Paper Aging Infrastructure and Unemployment: The Erie Canal and WPA, July 2020
- Presenter, Enhancements to Opportunity Zone Incentives, CenterStates CEO, March 2020
- Presenter, Opportunity Zones Program, CenterStates CEO, July 2019
Affiliations & Acknowledgements
- National Association of Bond Lawyers
- The Best Lawyers in America® – Public Finance Law (2025)
Education
Suffolk University Law School – Boston, MA
Juris Doctor, cum laude, May 1989
Cornell University – Ithaca, NY
Bachelor of Arts, with distinction, May 1980
Admissions
New York
District of Columbia
Pennsylvania
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