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Gregory Laurence Matalon
About Gregory
Biography
NYCLA Opinion 748: Attorney Advertising; Prior results do not guarantee a similar outcome. Gregory lectures on various topics including: estate planning and administration, Medicaid planning, same-sex tax planning. 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. Gregory was asked to speak by Lawline and NBI, premier providers 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.
Practice Areas
5
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New York for 26 years
State: New York
Acquired: 1999
No misconduct found
Location
Capell Barnett Matalon & Schoenfeld LLP
100 Jericho Quadrangle Ste 233, Jericho, NY, 11753-2710
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Experience
Honors
2014
Amigo Award, Transfiguration Lutheran Church
2014
Equality Award Honoree, Long Island GLBT Services Network
Work Experience
2004 - Present
Partner, Capell Barnett Matalon & Schoenfeld LLP
1999 - 2004
Associate, Capell
Associations
2010 - Present
LeGalChair of the Solo and Small Law Firm Practitioners Committee
2005 - Present
New York State Bar Association, Estate and Trust Administration CommitteeMember
2003 - Present
Kew Forest School Board of TrusteesVIce Chair and member of Finance Committee
2000 - Present
Nassau County Bar Association, Trust and Estates SectionMember
2013 - 2014
Lutheran Schools AssociationVice Chair
2013 - 2015
Lutheran Schools AssociationMember
2011 - 2011
Supreme Court Independent Judicial Screening PanelMember
Education
1998
Hofstra University School of Law
JD
1995
Skidmore College
BA
1994
Universidad Autonoma De Madrid
Speaking Engagements
2015
The LGBT Bar Annual Conference and Career Fair - Lavender Law 2015
"Establishing a Law Practice"
2003
Annual Retiree Conference
Estate Planning for Unmarried Individuals
N/A
Transfers by Illiquid Individuals and Transfers to Inexperienced Individuals
Elder Planning with Real Properties
N/A
The New York State Estate Tax Laws and Federal Estate Tax Portablilty
Estate Tax Law
N/A
The National Conference of CPA Practitioners
Estate, Gift, and Generations Skipping Transfer Tax Planning Under the Tax Relief, Unemployment Re-Authorization, and Job Creation Act of 2010
N/A
The National Conference of CPA Practitioners
NYS Same Sex Legislation and Estate Update
N/A
The National Conference of CPA Practitioners
Federal and New York State Gift Tax
N/A
ST. Marks United Methodist Church Lecture on Estate Planning
Estate Planning
N/A
Preserving Wealth in the New Millennium
Estate Planning for High Net Worth Individuals
N/A
Panel on Estate Tax Planning in Real Estate
When is it the Right Time for You to Buy a 'Pied-A-Terre'/ Investment Property in New York City?
N/A
Panel on Estate Tax Planning
Marriage, Divorce, Estate Planning & Employment Issues for Same-Sex couples - CLE
N/A
Nassau County Bar Association lecture on Trusts
For the Benefit of Children
N/A
Mid Hudson Chapter Annual Tax Conference (Windsor Decision on DOMA)
Implications for Same-Sex Marriage Tax and Estate Planning
N/A
Levittown Chamber of Commerce Conference on Estate Planning for Business Owners
Estate Planning for Business Owners
N/A
Lecture to Attorneys
Starting, Maintaining, and Improving Your Own Practice - CLE
N/A
Estate Tax Matters
The Economic Growth and Tax Relief Reconciliation Act's Impact on the Estate Tax
N/A
Estate Planning Matters
Estate Planning for Real Property Owners
N/A
Estate Planning
Estate Planning Checklist for CPAs
N/A
Elder Care Matters
New Proposed Regulations on Required Distributions from Retirement PLans
N/A
East Meadow Continuing Education Seminar
Advanced Estate Planning
N/A
Conference on Will Drafting
Will Drafting
Publications
2012
The National Conference of CPA Practitioners Nassau/Suffolk Chapter
"Estate Planning Under the Current Tax Law"
2011
The National Conference of CPA Practitioners Nassau/Suffolk Chapter
"Opportunity Strikes Twice (Internal Revenue Service Voluntary Disclosure Update)"
2011
The National Conference of CPA Practitioners Nassau/Suffolk Chapter
"Estate Tax Update"
2010
American Institute of Certified Public Accountants - Journal of Accountancy
"Deferred COD Income: Burden May Outweigh Benefit"
2009
The National Conference of CPA Practitioners Nassau/Suffolk Chapter
"Estate Planning for Fido, Fluffy and Tweety"
2009
The National Conference of CPA Practitioners Nassau/Suffolk Chapter
"Serving as an Executor and Trustee Under a Client's Last Will and Testament"
2009
The National Conference of CPA Practitioners Nassau/Suffolk Chapter
"Serving as an Executor and Trustee Under a Client's Last Will and Testament - Part II"
2001
The Sidebar - Capell & Vishnick LLP Newsletter
"All Quiet on the IRA Front?"
1999
New York State Bar Association's Senior Citizens Handbook
"Income Tax and Financial Planning for the Older New Yorker"
1999
The Sidebar - Capell & Vishnick LLP Newsletter
"Good News: The New York State College Savings Program"
Languages
English