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Gregory L. Matalon

Capell Barnett Matalon & Schoenfeld
Partner
gmatalon@cbmslaw.com
(516) 931-8100

Cbms
Gregory Matalon’s practice concentrates in the areas of estate planning, estate administration, elder law and Not-for-Profit and Religious Corporations Law.  He regularly helps individuals and families plan for the future through the preparation of Last Wills and Testaments, Trusts, Living Wills and Health Care Proxies and Durable Powers of Attorney documents.  Greg provides his clients with the tools to create a tax efficient estate plan, while realizing that the Client’s goal/s are primary.  Greg also represents Executors and Trustees to navigate the complex Federal and State laws impacting Estates and Trusts.  While representing Executors and Trustees, Greg has identified areas of unsettled law and he has either clarified existing law or, in some cases, created new law through his submissions of Private Letter Ruling requests to both the Internal Revenue Service and New York City Department of Finance.  He has been successful, on behalf of his clients, in each instance.

Gregory regularly lectures on various topics of law including: estate planning and estate administration, Medicaid planning, same-sex couples tax planning and Religious Corporations Law topics  He has lectured before prestigious bar associations (of which he is a member) including: the New York State Bar Association (NYSBA), the Nassau County Bar Association and LeGaL and noted accountant organizations including: the National Conference of CPA Practitioners, the New York State Society of Certified Public Accountants and the New York Society of Independent Accountants.  Greg is also invited to lecture at the Interchurch Center and various community-based organizations.  This year Gregory was asked to speak by Lawline, a premier provider of continuing legal education.  As a member of the NYSBA, Greg was appointed liaison to the Tax Law Section. In addition, he was granted a seat on the House of Delegates, the policy-making body of the NYSBA.
 

About Us: Capell Barnett Matalon & Schoenfeld LLP is a family of dedicated attorneys and workers who provide comprehensive, cost-effective legal services to individuals, businesses, not-for-profit organizations, and religious corporations.

Archived Webinars Offered

FORM 1041: TCJA & CARES ACT CONSIDERATIONS

Date RecordedJuly 27, 2021  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other    

WILL V. REVOCABLE TRUST: THE BOXING MATCH OF THE CENTURY

Date RecordedNovember 13, 2018  CostFREE  Course Length1.5 hours  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm