Corporate & Commercial TransactionsLearn more
Proper legal guidance is essential for all businesses, in every phase of development.
Elder Law and Medicaid PlanningLearn more
Practice Area: Elder Law and Medicaid Planning: Long-term care, whether at home or in a nursing facility, can exhaust a family’s lifetime of savings. Proper planning can help reduce or even eliminate this financial exposure. Practice Area Description: Optimally, the process of asset protection begins many years before nursing home or community-based, long-term care becomes […]
Elder Law & Medicaid PlanningLearn more
Effective planning can preserve family assets while ensuring long term care.
Estate AdministrationLearn more
Navigating the intricate legal and tax requirements after the death of a loved-one can be a daunting task without proper guidance.
Estate PlanningLearn more
Careful planning can maximize the amount of assets passing to loved ones and not taxing authorities.
Landlord / TenantLearn more
If you are considering buying, selling, leasing, or investing in commercial real estate, it’s vital to consult with an experienced attorney who will ensure that your transactions and leases are structured to best represent your interests. CBMS has a full service commercial and residential department that can assist you with a wide range of leasing […]
Commercial LitigationLearn more
Effective advocacy requires meticulous preparation and a deep understanding of the facts and laws at issue.
Matrimonial and FamilyLearn more
When legal action is necessary to resolve family conflicts, it is essential that you entrust your most private matters to compassionate and knowledgeable family law attorneys. At CBMS, our dedicated attorneys serve as good listeners, confidants and zealous advocates for all our clients during their most difficult times. When domestic issues cannot be solved within […]
Real EstateLearn more
Anticipating problems and finding solutions is crucial in every real property transaction.
Religious CorporationsLearn more
Careful planning and proper governance can provide both tax exemption and asset protection.
The myriad of complex tax rules can present both traps for the unwary and opportunities for the well-advised.
Tax ControversyLearn more
Tax issues can lead to serious financial and personal consequences. The tax attorneys at CBMS are familiar with the twists and turns of the intricate government bureaucracies of the New York State Department of Taxation and Finance and the Internal Revenue Service. We work closely with you to determine the best way forward while zealously representing your interests.
Who we are
Capell Barnett Matalon & Schoenfeld LLP is a team of dedicated attorneys and staff who provide comprehensive, cost-effective legal services to individuals, businesses, not-for-profit organizations, and religious corporations.
(In Memoriam 1941-2017)
The distinguished legal career of Howard Capell spanned over more than forty years.
Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning.
Gregory Matalon’s practice concentrates in the areas of estate planning, estate administration, elder law and Not-for-Profit and Religious Corporations Law.
Stuart has been a partner at Capell Barnett Matalon & Schoenfeld, LLP since 2005. His areas of concentration include elder law and estate planning, business, corporate and real estate transactions.
Joseph Milano, a former Special Assistant New York State Attorney General, has been successfully representing clients facing complex legal issues in federal and New York State trial and appellate courts and administrative tribunals, for over thirty years. At CBMS, Joe has efficiently and effectively litigated cases for our clients in the areas of commercial and estate matters and church governance.
Since joining the firm in 2009, Renato has primarily focused on the Real Estate, Corporate and Taxation areas of our practice.
Peter joined Capell Barnett Matalon & Schoenfeld LLP (CBMS) as a Partner effective January 1, 2016. He brought with him his team from Sanders Litigation Associates, P.C. (SLA), and a firm which he founded 15 years earlier in 2001.
Yvonne R. Cort is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies. Whether audits, collection issues or other tax concerns, Yvonne brings a fresh perspective to tax solutions.
Adam Zabary’s practice includes all aspects of commercial and residential real estate litigation, with an emphasis on landlord-tenant disputes, as well as general commercial litigation. Adam handles matters in all five boroughs of New York City and Nassau and Suffolk counties.
Albert Dumaual’s practice includes Tax and Estate Planning. Albert holds an LL.M. in Taxation from the NYU School of Law. Albert earned his Juris Doctor, cum laude, from Touro College Jacob D. Fuchsberg Law Center, where he was recognized as an Honors Scholar and a Public Interest Law Fellow and received several awards at graduation. Albert is a graduate of Rutgers University with a B.A. in Political Science.
Jodi Warren’s practice primarily includes Real Estate, Corporate and Commercial Transactions, and Religious and Charitable Organizations. Jodi represents and counsels clients in all aspects of the development, construction, finance, acquisition, and divestiture of assets.
Erik Olson practices primarily in the areas of Estate Planning and Administration, as well as Estate Taxation. Erik earned his Juris Doctor from Loyola Law School in Los Angeles, where he received honors in the Corporate Law concentration. Erik received a B.A. in Economics from Boston College, and his Paralegal Certification from Boston University.
David Zandi’s focus at Capell Barnett Matalon & Schoenfeld is on Residential and Commercial Real Estate transactions, as well as the representation of Religious and Charitable Organizations. His practice includes sales, acquisitions, leasing and financing on behalf of corporations and non-profit entities, public companies and individuals.
Monica P. Ruela’s practice primarily includes Elder Law, Medicaid Planning, Guardianships, Trusts and Estates, Estate Planning as well as Trusts and Estates Administration.
Christopher C. Haner practices primarily in the areas of Estate Administration and Litigation. In addition, Christopher has several years of experience practicing in the areas of Elder Law and General Civil Litigation.
Travis has extensive experience guiding individual and business clients to successful outcomes. Travis’s experience entails complex corporate matters involving venture-backed startup companies, contracts and transactions, mergers and acquisitions, corporate governance, regulatory compliance, and day-to-day corporate, employment, and intellectual property matters. Travis is especially experienced with working with clients on securities offerings and other corporate and equity transactions through successive rounds of funding.
Foundation for Accounting Education
New York State Society of Certified Professional Accountant
Estate Planning Conference
The past several months have witnessed a dramatic transformation in the estate and tax planning landscape, much of which stems from the 2017 Tax Reform Act and its temporary doubling of the federal estate, gift and generation-skipping transfer (GST) tax exemptions, and the new 20% deduction for qualified business income from pass-through entities. At this event, a spectacular array of all-star practitioners will give the solid practical advice that all CPAs, CFPs, CLUs, attorneys, and other professionals involved in estate planning will find invaluable.
Robert S. Barnett, CPA, Esq will speak on the panel “Income Tax Considerations including Medicaid Planning”. Income tax considerations are extraordinarily critical under the 2017 Tax Reform Act. But what happens if the client is trying also to achieve Medicaid planning objectives? Robert will explain how these seemingly disparate objectives can be harmonized. This panel will run from 4:20 p.m. to 5:10 p.m.
To learn more about this all-day conference or to register click here .
Supporting our Young Adults Network (SOYLEN) in collaboration with LONGISLANDCSSANDFRIENDS.COM
A conversation with Stuart Schoenfeld, Esq.
Parent’s Estate and Financial Planning: Protecting your child’s quality of life
Stuart will discuss Estate and financial planning for your disabled child and steps to ensure she has the quality of life she deserves including:
Special Needs Trusts & ABLE Accounts
Guardianship & Supported Decision Making & more
Stuart’s presentation will be preceded by a self-direction and information session and will follow with a chance to network with other families and members of the special needs community.
SOYLEN is a network of parents, caregivers, providers, and self-advocates supporting young adults as they navigate their community and embark on the journey of a self-determined life with the support of OPWDD.
Location: Merrick Jewish Center at 225 Fox BLVD., Merrick, NY
affiliation is not required—this is a community event open to all!
KOSHER REFRESHMENTS SERVED
Questions and RSVP: Leslie.Feinberg28@gmail.com
Meeting Time: 7:00-9:00 PM
*Self-Direction Information Session: 7-7:30pm*
*General Group Discussion/Program/Speaker: 7:30-8:30pm*
*Networking from 8:30-9pm*
CBMS is pleased to continue its support of Quality Services for the Autism Community (QSAC). The firm will celebrate QSAC’s 40th Anniversary of service to the community at their annual Gala, as Gold sponsors of the event. This year’s theme is Believe, and partner Gregory L. Matalon will have the honor of speaking and presenting the Howard J. Capell Award for Exceptional Service to honoree Larry Litwack, Esq.
This award honors the memory of founding partner Howard J. Capell, (December 31, 2017). Howie was a dedicated humanitarian and philanthropist and had served on the QSAC Board of Directors. Award recipient Larry Litwack, a current board member of QSAC, has dedicated his time to make a significant difference in the lives of adults and children with autism.
Award presenter Gregory L. Matalon is a partner in the firm’s Estate Planning & Administration group who is committed to serving his community, holding several leadership positions.
QSAC has provided children and adults with autism with access to high impact community-based learning opportunities. To learn more about this event or Quality Services for the Autism Community, please visit the QSAC web site.
The QSAC Believe gala will take place at the Lighthouse at Chelsea Piers on June 12th.
They will present on a panel to discuss:
Important tax issues to consider when ending an estate or trust
- A look at the many considerations both tax and financial to consider before closing an estate
- How tax elections, GST planning, and Accounts Role and Returns affect your estate
The panel begins at 1:10 p.m. To learn more about the Accounting Finance Show visit, the site.