Mr. Markou concentrates his practice on Trusts and Estates matters, with a focus on Trust & Estate litigation proceedings in New York State Surrogate’s Courts.
Damianos has extensive experience and has successfully represented individual and corporate clients in a variety of Surrogate’s Court proceedings including probate contests, contested accountings, discovery proceedings, reverse discovery proceedings, construction proceedings, right of election proceedings, guardianships, administration proceedings and other miscellaneous Surrogate’s Court proceedings.
Mr. Markou has represented individual and corporate clients in the administration of estates and trusts and has successfully represented and defended clients’ estate tax filings before the Internal Revenue Service and the New York State Commissioner of Taxation and Finance. Damianos is also involved in estate planning and the drafting of wills and trusts for his clients.
Five CBM&S attorneys were featured presenters at the Long Island Tax Professionals Symposium, November 2018
CBM&S attorneys Robert S. Barnett, Gregory Matalon, Stuart Schoenfeld, Yvonne Cort, and Monica Ruela were each featured presenters at the Long Island Tax Professionals Symposium, a 3-day event that took place November 14th-16th at the Crest Hollow Country Club.
Partners Robert Barnett and Gregory Matalon presented an Estate Planning and Q&A Luncheon. Additionally, Robert Barnett presented a session on Estate Tax changes, participated on a panel on Longevity Planning and lectured on the TCJA and Select Business Considerations and on 199A Aggregation Rules. Partner Stuart Schoenfeld and associate Monica Ruela presented on Navigating the Medicaid Application Process. Partner Yvonne Cort will present on a panel on IRS Collections Updates: Passports at Risk.
The Fourth Annual Interchurch Center Conference took place on November 8th, 2018. This year’s topic was “Mission Driven Development”. The event attracted nearly 300 attendees, who gathered to learn about topics such as “Understanding Project Feasibility & Potential Deal Structures”, “Developing a Business Plan for Financial Stability”, “Designing the Church of Tomorrow” and “Construction Oversight & Accountability”.
Partner Renato Matos and Associate Jodi Warren to present at a webinar titled “Mission Driven Development”
As churches struggle with shrinking congregations and increasing operating and capital expenses, many congregations have looked to redeveloping their valuable real estate assets to ensure their long-term viability. This lecture will discuss the steps to a successful redevelopment project from preparing a mission plan through the construction process and beyond, including an in-depth look at various options and deal structures available to churches. It will also cover church best practices as well as how to avoid common pitfalls.
The webinar will be hosted by Practical Resources for Churches (PRC). It will take place on October 9th at 7 p.m. Sign up details to follow!
Associate Connor Dolgon focuses his practice on real estate and commercial litigation. He represents clients in all forms of commercial disputes, including breach of contract causes of action and landlord and tenant proceedings. He is experienced in all stages of litigation from drafting pleadings and conducting discovery through the preparation and argument of substantive and procedural motions, as well as trial and appeal. Connor was previously an associate at a law firm based on Long Island.
Mr. Dolgon is a graduate of Cardozo School of Law and earned his Bachelor of Arts degree from the University of Maryland. He is a member of the New York City Bar Association. Connor is also a member of New York County Lawyers Association (NYCLA), where he serves on the Young Lawyers Committee.
We are pleased to have Connor on the CBMS team!
Bio page coming soon.
Partners Greg Matalon, Yvonne Cort and Robert Barnett were featured speakers at 2018 The Accounting & Finance Show
Gregory Matalon presented on Wealth Management: Important Tax issues to Consider When Ending an Estate or Trust. Yvonne Cort, a partner in the firm’s Taxation area, lectured on “Collateral Consequences of Not Paying Taxes: Passports, Driver’s Licenses at Risk”. Robert Barnett, a partner in the firm’s Tax, Estate Administration and Estate Planning areas and Gregory Matalon, a partner in the firm’s Estate Administration and Estate Planning co-presented for a session titled: “Will v. Revocable Trust – The Boxing Match of the Century”.
Please feel free to contact the partners about any of these topics.
Partner Yvonne R. Cort was recently honored at the LI Power Women in Business gala. The award, from Long Island Press, recognizes top Long Island businesswomen and community leaders for their outstanding leadership and contributions to the community.
CBMS attorneys and friends joined in the celebration.
Partner Gregory L. Matalon to Present the Howard J. Capell Award for Exceptional Service at Quality Services for the Autism Community 40th Anniversary Gala
CBM&S 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, Esq. is being recognized for his six years of service as a QSAC Board Member and for his ongoing dedication to supporting the needs of children and adults with autism throughout New York City and Long Island.
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.
The Interchurch Center and CBM&S Law hosted a free, educational conference about updates on laws that affect religious organizations.
Assistant Attorney General, Office of the Attorney General
11:30am – 12:30am Responsible Investing
Travis A. Allen
SVP, Senior Portfolio Manager, Alliance Bernstein L.P.
Partner, Alliance Bernstein L.P.
Director of Communications
Interfaith Center on Corporate Responsibility
12:30pm – 1:30pm Working Lunch (option A or B)
Courtesy of Capin Crouse
Update on New Reporting Standards under ASU 2016-14
Partner & Professional Practice Leader-Attest, CapinCrouse LLP
Simple Steps to Cybersecurity Lisa Traina
Partner, Traina & Associates, a CapinCrouse Company
1:30pm – 2:30pm Important Lessons from Construction Projects
(Big and Small)
Moderator: John Osborn Partner, John E. Osborn P.C.
Owner, Metropolitan Planning & Management LLC
President and Executive Director, The Interchurch Center
Partner, Ford 3 Architects, LLC
3:00pm –4:00pm Capital Campaigns and Online Giving Brian Crimmins
CEO, Changing Our World, Inc.
Principal and Managing Director, CCS Fundraising
Stephen J. Nicholl
Director of Development, Diocese of Trenton
4:00pm –5:00pm Protecting Your Assets: Insurance Best Practices
President, Baylis & Geist, Inc.
Vice-President, Carriage Trade Insurance Agency, Inc.
Partner, Richard Freiman & Associates PLLC
5:00pm –5:15pm Closing Prayer and Remarks