Gregory L. Matalon

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.

Greg regularly lectures on various topics of law including estate planning and estate administration, Medicaid planning,    same-sex couples planning and Religious Corporations Law topics.  He has lectured before prestigious bar associations (including the New York State Bar Association (NYSBA), the Nassau County Bar Association, Hispanic National Bar Association, and LeGaL (LGBT Bar Association of Greater New York) 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 has lectured at the Interchurch Center and various community-based organizations. He has also been asked to speak by many premier providers of continuing legal education including Lawline, National Business Institute, and Lorman Educational Services.  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.

Greg is 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.

In addition to his regular lecture schedule, Gregory is frequently interviewed by journalists for publications including the Atlantic, Better Homes & Gardens, and other outlets, and is also a frequent contributor to the New York Law Journal.

Greg enjoys serving his community, and currently holds the following community positions:

• Board Member of the Queens Community House
• Vice-Chair of the Board of Trustees of the Kew-Forest School, an independent pre-k through 12th-grade college preparatory school located in Forest Hills, New York.
• Former Vice-Chair of the Board of Trustees of Lutheran Schools Association; and
• Former Vice-Chair of the Small Firm and Solo Practitioners Committee of LeGaL (LGBT Bar Association of Greater New York).