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  • This event was held September 21, 2020.
  • 6:00 - 6:00 pm EST

Marshalling Assets in Estate Planning

This event was held September 21, 2020.

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Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Robert S. Barnett, CPA, Esq.

Robert S. Barnett, CPA, Esq.

Capell Barnett Matalon & Schoenfeld LLP

  • Partner in the office of Capell Barnett Matalon & Schoenfeld LLP
  • Practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning
  • Frequently assists clients in structuring financial transactions and charitable gifts
  • His articles and lectures encompass a wide variety of topics, including business succession, estate planning, generation-skipping, stock options, effective strategies for removing tax liens, proper utilization of the marital deduction, and utilization of partnership elections
  • Membership information includes board of directors of the Long Island Community Foundation; board of directors of Nassau Academy of Law; Professional Advisors Committee of the Long Island Community Foundation; Professional Advisors Committee of the American Heart Association; past Education Committee chairman NCCPAP; past president of Nassau Chapter NYSSCPA; past president of the NCCPAP Educational Foundation; and CPA Journal Editorial Review Board, May 2017-2020
  • Awards include Fordham University Law Review; Max Block Distinguished Article Award for Technical Analysis, 2013; Samuel A. Dyckman Excellence in Education Award, November 2016; Leadership in Law Award – Long Island Business News, November 2016; Distinguished Service Award - NYSSCPA - Nassau Chapter, May 2017; Fordham University American Jurisprudence Award - Trusts and Estates; Dean’s Award in Taxation – Long Island University CW Post
  • J.D. degree, Fordham University; M.A. degree in taxation, Long Island University
  • Can be contacted at 516-931-8100 or [email protected]
Gregory L. Matalon, Esq.

Gregory L. Matalon, Esq.

Capell Barnett Matalon & Schoenfeld LLP

  • Partner of Capell Barnett Matalon & Schoenfeld LLP
  • Practice concentrates in the areas of estate planning, estate administration, elder law, and not-for-profit and religious corporations law
  • 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
  • Represents executors and trustees to navigate the complex federal and state laws impacting estates and trusts; while representing executors and trustees, he 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
  • 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
  • Lectured at the Interchurch Center and various community-based organizations and has also been asked to speak by many premier providers of continuing legal education
  • As a member of the NYSBA, he 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
  • Proud to have represented numerous families who lost loved ones on September 11, 2001, and to have helped to establish Lutheran Disaster Response of New York, a major charitable organization created in the aftermath of the 9/11 tragedies
  • Written numerous articles on estate and tax topics for many professional publications.
  • Lutheran Schools Association 2016 “Spirit of Hope” Award in recognition of the faithful support and the model of service he provides to the children, families and schools of the LSA; Transfiguration Lutheran Church, Bronx, New York – “Amigo” award for resolution of a major tax matter; Long Island GLBT Services Network, Nassau, New York – named Capell Barnett Matalon & Schoenfeld LLP a 2014 Equality Award Honoree
  • J.D. degree, Hofstra University School of Law; B.A. degree, Skidmore College
  • Can be contacted at 516-931-8100 or [email protected]
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