- Estate Planning
- Estate Administration
- Elder Law and Medicaid Planning
- Religious and Charitable Organizations
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.
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 has authored numerous articles on estate and tax topics for many professional publications.
Greg enjoys serving his community, and currently holds the following community positions:
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;
Past-Vice Chair of the Board of Trustees of Lutheran Schools Association located;
Vice Chair of the Small Firm and Solo Practitioners Committee of LeGaL.
• Amigo Award recipient from Transfiguration Lutheran Church for the resolution of a major tax matter
• Spirit of Hope recipient from Lutheran Schools Association for not-for-profit guidance
Hofstra University School of Law, J.D.
Skidmore College, B.A.