Focus areas

• Estate Planning
• Estate Administration
• Elder Law and Medicaid Planning

Biography

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.

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).

Honors

• Lutheran Schools Association 2016 “Spirit of Hope” Award in recognition of the faithful support and the model of service he provides to the children, families, and schools of the LSA
• Transfiguration Lutheran Church, Bronx, New York – “Amigo” award for resolution of
  a major tax matter
• Long Island GLBT Services Network, Nassau, New York – named Capell Barnett Matalon & Schoenfeld LLP a 2014 Equality Award Honoree

Presentations

2021

• December 8, 2021, “Estate/Trust Wrap-Up – Trust and Estate Administration Conference”, New York State Society of Certified Public Accountants (NYSSCPA)
• November 9, 2021,  “Gift Planning and General Estate Update”, National Conference of CPA Practitioners (NCCPAP) 2021 Accounting and Tax Symposium
• September 16, 2021, Mass Mutual and The Business Journals
• September 1, 2021,  Mass Mutual and The Business Journals
• August 18, 2021, “Real Property Issues in Estate Administration: Titles, Income, Taxes, homestead, and More”, National Business Institute
• August 17, 2021, “Estate Planning for Changing Estate Tax Exemptions”, New York Law Journal
• July 27, 2021: “Form 1041: TCJA & CARES Act Considerations”, CPA Academy

2020

• November, 2020: “1041 & Estate Planning – After TCJA & CARES” NCCPAP Virtual Accounting & Tax Symposium

2019

• July 10, 2019: IRA Traps: Accounting and Finance Show: 2019
• February 6, 2019: “Ending a Trust or Estate”, Lecture at the Nassau County Bar Association

2018

• October 19, 2018
  National Business Institute Tax Planning for Trusts & Estates Seminar: Post Mortem Tax Planning Options
• July 11, 2018
  The Accounting & Finance Show: Important Tax issues to Consider When Ending an Estate or Trust
• June 12, 2018
  Partner Gregory L. Matalon presented the Howard J. Capell Award at the Quality Services for the Autism Community 40th Anniversary Gala

2017

• September 19, 2017
  Lecture: Estate Tax Portability and Basis Consistency Reporting- Form 8971
  Audience: National Conference of CPA Practitioners-Nassau/Suffolk Chapter
• October 18, 2017
  Lecture: Planning for the Terminally Ill Client
  Audience: Nassau County Bar Association
• October 20, 2017
  Lecture: Planning to Protect Your Future
  Audience: Lutheran Schools Association Annual Conference
• November 15, 2017
  Lecture: Will v. Revocable Trust
  Audience: Long Island Tax Practitioner Symposium
• December 7, 2017
  Lecture: Marital/Disclaimer Trusts Post–ATRA and IRA Trusts
  Audience: National Business Institute- Attorneys & CPAs

Insights

• Taxable Gift Reporting on Form 709, New York Law Journal, February 2022
• Utilizing Current High Gift Tax Exemptions Before 2026 (or Sooner), New York Law Journal, September 2021
• My Dad Is Dead. His Landlord Just Evicted Him., The Atlantic, October 2021
• Reviewing Your Estate Planning During COVID-19, April 2020
• Federal Estate Tax Opportunities, Journal of The Nassau County Bar Association, March 2018

Contact Me

Disclaimer: Please be advised that contacting Capell Barnett Matalon & Schoenfeld LLP or any of its attorneys does not create an attorney-client relationship without our prior written agreement.