Content Provider
Cbms
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Willvrevocable capell

WILL V. REVOCABLE TRUST: THE BOXING MATCH OF THE CENTURY

Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 13, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

Hear ye, hear ye, come one, come all to the boxing match of the century.  Attend this fun and informative webinar to learn the benefits and detriments of a Will v. Revocable Trust.

Learning Objectives:


  1. Understand the benefits and detriments of a Will vs. a Revocable trust

  2. Evaluate major distinctions such as the necessity of probate

  3. What are your client's needs for their families, friends, etc.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Cbms

Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in taxation, trusts, estates, corporate and partnership law, and charitable planning. His experience includes Surrogate’s Court practice, tax dispute resolution in both Federal and State jurisdictions, and Tax Court representation. Mr. Barnett frequently assists clients in structuring financial transactions and charitable gifts.

Mr. Barnett applies creative and practical solutions to estate and business planning. He has served on many committees and is a frequent lecturer on numerous tax and business law aspects. He is a member of the Professional Advisors Committee of the Long Island Community Foundation and the American Heart Association. He is active on both the estate and tax planning committees of the New York State Society of CPAs. Mr. Barnett has written articles on numerous estate and tax planning aspects and is a frequent contributor to the New York State CPA Journal, The New York Law Journal, and other publications. His articles and lectures encompass various topics, including business succession, estate planning, generation-skipping, stock options, practical strategies for removing tax liens, proper utilization of the marital deduction, and utilization of partnership elections. Mr. Barnett serves on the Nassau County Bar Association’s Academy of Law and is Co-Chair of the Tax Committee. He is the Vice President and an Executive Board Member of the Nassau Chapter of the New York State Society of CPAs. He is President of the Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners and Chairman of the Education Committee. Mr. Barnett has extensive expertise representing clients with unreported foreign assets, including failure to file FBAR forms. He has advised clients in all Offshore Voluntary Disclosure Program facets, including penalty minimization strategies and options. Mr. Barnett received his Juris doctor in 1986 from Fordham University, where he graduated cum laude and was a member of the Fordham Law Review. He graduated magna cum laude from Hofstra University, where he received his Bachelor’s degree in accounting. Mr. Barnett holds a Master’s degree in taxation as the recipient of the highest dean’s award. Mr. Barnett is admitted to practice law in New York, Virginia, and Washington, D.C.

Linkedin
Cbms

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.
 

About Our Presenter

Cbms
Capell Barnett Matalon & Schoenfeld LLP is a family of dedicated attorneys and workers who provide comprehensive, cost-effective legal services to individuals, businesses, not-for-profit organizations, and religious corporations.