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.
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.
Partner Gregory Matalon, of the firm’s Estate Administration, Estate Planning and Elder Law practice areas, will be a featured at the National Business Institute, a CLE Provider for Professionals, at the session titled “Post-Mortem Tax Planning Options”. There will be 7 CLE credits awarded for attending The Tax Planning Trusts & Estates Seminar. This event will take place on October 19th at the Hilton Long Island Huntington.
You may register through the National Business Institute site.
The Fourth Annual Interchurch Conference:
Mission Driven Development
This all-day conference, which attracts nearly 300 clergy members, lay leaders and church administrators of all denominations, will include timely, educational sessions on how to develop a comprehensive mission and business plan for a congregation. Complimentary breakfast and lunch will be served and the conference will conclude with a reception of light refreshments, a live jazz quartet, and curated art exhibit.
Keynote Speaker: Malcolm A. Punter
President, Harlem Congregations for Community Improvement, Inc. (HCCI)
What is Mission Driven Development?
Moderator: Renato Matos
Partner, Capell Barnett Matalon & Schoenfeld LLP
Senior Vice President of Real Estate, Collegiate Church Corporation
Vice President, The Community Preservation Corporation
Chair, New York Theological Seminary
Developing a Mission Plan
Executive Director, Plymouth Church
Fundamentals of Effective Space Planning
President & Founder, GWW Planning & Development, LLC
Understanding Project Feasibility & Potential Deal Structures
Associate, Capell Barnett Matalon & Schoenfeld LLP
President, Ecclesiastical Realty Advisory Services LLC
Developing a Business Plan for Financial Sustainability
Partner & Professional Practice Leader-Attest, CapinCrouse LLP
Principal, Alliance Bernstein LP
Designing the Church of Tomorrow
President & CEO, Gro Development
Construction Oversight & Accounting
Owner, Metropolitan Planning & Management LLC
David de Barros
Associate, Capell Barnett Matalon & Schoenfeld LLP
Managing Partner, John E. Osborn P.C.
Complimentary Breakfast & Lunch will be served.
The Conference will conclude with a reception of light refreshments, live music and a curated art exhibit, and will take place in the Interchurch Center’s Gallery Room.
You may register for the conference here.
Sponsorship opportunities are available. Contact firstname.lastname@example.org to learn more.
This conference is proudly presented by: