What to Know About Buy-Sell Agreements – Post Connelly

What to Know About Buy-Sell Agreements – Post Connelly   All buy-sell agreements should be reviewed in light of the unanimous Supreme Court decision in Connelly v. United States, dated June 6, 2024.   The Connelly case involved two brothers, who owned a corporation.  When one brother died, the corporation redeemed his shares by utilizing company-owned life […]

Sharing Religious Property With Other Nonprofits: Benefits, Considerations, and Challenges

Published in the New York Landmarks Conservancy | Issue: June 2024 Benefits of Space Sharing 1. Financial Advantages: Opening religious buildings to other nonprofit users can generate new revenue streams. This additional income can help cover operating expenses, fund capital improvements, and support broader mission goals. Additionally, sharing expenses like utilities, security, and cleaning services […]

Renato Matos Recognized as a Trailblazer in Law 2024 by City & State

Congratulations to Managing Partner Renato Matos for his inclusion in City & State‘s inaugural 2024 Trailblazers in Law List of legal professionals pioneering change and innovation. Being named a 2024 Trailblazer honors the impact of Renato’s work with charitable organizations as the head of Capell Barnett Matalon & Schoenfeld’s Not-for-Profit and Religious Organizations practice. Renato […]

City & State New York Names Jodi Warren a 2024 Nonprofit Trailblazer

Capell Barnett Matalon & Schoenfeld LLP is pleased to announce that our Partner, Jodi Warren, has been named a 2024 Nonprofit Trailblazer by City & State New York, honoring Jodi’s unwavering dedication and impactful work with nonprofit organizations. The Nonprofit Trailblazer award recognizes Jodi as a leading figure in New York, acknowledging her commitment to […]

Capell Barnett Matalon & Schoenfeld’s New York City Office Has Moved

Capell Barnett Matalon & Schoenfeld LLP is pleased to announce the firm has moved to new, larger offices at 14 Penn Plaza #814, New York, NY 10122. “We look forward to welcoming visitors to our new location,” says Managing Partner Renato Matos. “The move is part of the firm’s ongoing, strategic expansion plan. The new […]

4 Things That Should Be in Your “Financial Love Letter” (aka Your Estate Plan)

Will, paperwork and contract with consultation and life insurance information for senior couple.

When we think of love letters, we might imagine grand declarations of passion between partners or maybe a parent’s expressions of pride and joy in the growth of a beloved child. Rarely do we think of a will and testament, information about trusts, advanced directives or healthcare proxies. Yet providing this kind of detailed information […]

Long Island Herald Honors Yvonne R. Cort as a 2024 Premier Business Woman of Long Island

Yvonne R Cort being awarded at the Long Island Herald Premier Business Women Gala by Stuart Richner

We are delighted to announce that our Tax Controversy and Compliance Partner, Yvonne R. Cort, has received the Long Island Herald’s 2024 Premier Business Woman of Long Island Award. Presented by Richner LIVE and the Long Island Herald Community Newspapers, the award celebrates the accomplishments of leading female business leaders on Long Island, highlighting their […]

Real-World Estate Planning Strategies Workshop

The time to plan is now. Join Capell Barnett Matalon & Schoenfeld Eldercare and Estate Planning Attorney Monica P. Ruela for this interactive and information-packed workshop focusing on what YOU can do TODAY to secure your future. Monica will share strategies you can implement TODAY to properly protect your hard-earned assets and ensure your healthcare and […]