Capell Barnett Matalon & Schoenfeld, LLP ico

Capell Barnett Matalon & Schoenfeld, LLP

Lawyers Near MeNew YorkNew York CountyNew YorkPennsylvania Plaza

14 Pennsylvania Plaza Suite #814, New York, NY 10122, USA

5.0

David was a great partner to have as my husband and I finalized our estate plans. He was completely transparent and practical which was quite appreciated given the work can feel overwhelming. He also was just easy to work with! Would highly recommend him!

Jane Nayagam Thomas
  • Overview
  • (212) 840-6711
  • cbmslaw.com

Hours

Monday 9:30 AM - 5:30 PM
Tuesday 9:30 AM - 5:30 PM
Wednesday 9:30 AM - 5:30 PM
Thursday 9:30 AM - 5:30 PM
Friday 9:30 AM - 5:30 PM
Saturday Closed
Sunday Closed

Capell Barnett Matalon & Schoenfeld, LLP Introduce

For local users in New York City seeking compassionate and expert legal assistance with their estate planning needs, Capell Barnett Matalon & Schoenfeld, LLP, located at 14 Pennsylvania Plaza Suite #814, New York, NY 10122, USA, emerges as a highly recommended law firm within the "Lawyers Near Me" category. With a direct phone line at (212) 840-6711 and a matching mobile contact number +1 212-840-6711, connecting with their team, particularly with David, for your estate planning inquiries is a straightforward and reassuring process for local residents.

Based on the heartfelt testimonials from satisfied clients, the environment at Capell Barnett Matalon & Schoenfeld, LLP appears to be one characterized by transparency, practicality, and a deep understanding of clients' needs. One client, who worked with David to finalize their estate plans, described him as a "great partner" who was "completely transparent and practical," qualities that were particularly appreciated given the often overwhelming nature of estate planning. This emphasis on clear communication and a grounded approach suggests an environment where clients feel informed and supported throughout the process. The client also noted that David was "just easy to work with" and offered a strong recommendation, highlighting a comfortable and collaborative client experience.

Another client's experience further underscores the exceptional service provided by David in the realm of will and estate planning. This client praised David for taking the time to listen attentively to their needs and for thoroughly answering all their questions. The professionalism of both David and his associate was evident throughout the entire process, marked by their quick responsiveness to inquiries and the efficient completion of all necessary documents within a short timeframe. Notably, David also educated the client on the important tax considerations when listing beneficiaries, demonstrating a comprehensive and knowledgeable approach to estate planning. The client explicitly mentioned feeling "very comfortable working with him and being able to ask questions openly," indicating a welcoming and supportive environment where clients feel empowered to engage in the process. Furthermore, the client highlighted David's understanding of diverse household structures and life events, as well as his sensitivity towards protecting end-of-life wishes, which is particularly significant for LGBT households. This demonstrates a commitment to inclusivity and tailored advice to meet the unique needs of various individuals and families.

The services offered by Capell Barnett Matalon & Schoenfeld, LLP, as highlighted by the client reviews, primarily focus on comprehensive estate planning. This includes:

  • Will Preparation and Execution: Assisting clients in drafting legally sound wills to ensure their assets are distributed according to their wishes.
  • Estate Planning: Providing comprehensive advice and guidance on various estate planning tools and strategies to protect assets and ensure smooth transitions.
  • Trust Creation and Administration: Helping clients establish and manage trusts for various purposes, including asset protection and tax planning.
  • Tax Considerations in Estate Planning: Educating clients on the different tax implications related to estate planning and beneficiary designations.
  • Planning for Diverse Households: Demonstrating an understanding of the unique needs and considerations for different family structures, including LGBT households.
  • Protecting End-of-Life Wishes: Ensuring that clients' desires regarding their final affairs are clearly documented and legally protected.

Based on the positive reviews, key features of Capell Barnett Matalon & Schoenfeld, LLP include:

  • Transparency: Clients appreciate the clear and open communication throughout the estate planning process.
  • Practicality: The advice provided is grounded and easy to understand, making the often complex process feel manageable.
  • Attentive Listening: David takes the time to thoroughly understand clients' individual needs and circumstances.
  • Comprehensive Knowledge: The firm demonstrates expertise in estate planning, including tax implications and considerations for diverse households.
  • Professionalism: Clients consistently mention the high level of professionalism exhibited by David and his associate.
  • Responsiveness: The team is noted for their quick and efficient responses to client inquiries.
  • Efficiency: Documents are prepared and finalized in a timely manner.
  • Comfort and Open Communication: Clients feel comfortable asking questions and discussing sensitive matters openly.
  • Understanding of Diverse Needs: The firm shows sensitivity and expertise in addressing the unique estate planning needs of various family structures, including the LGBT community.

While the provided information does not contain specific promotional offers, the strong positive testimonials from multiple clients serve as a powerful form of endorsement. For local users searching for "Lawyers Near Me" specializing in estate planning, the consistent praise for Capell Barnett Matalon & Schoenfeld, LLP's transparency, practicality, expertise, and client-focused approach should be a significant factor in their decision. The firm's understanding of diverse family needs, particularly within the LGBT community, further distinguishes their services.

The location of Capell Barnett Matalon & Schoenfeld, LLP at 14 Pennsylvania Plaza offers accessibility for many local residents and those working in midtown Manhattan. The availability of both a landline and a mobile phone number facilitates easy contact for potential clients seeking their estate planning services. For those looking for a trusted and understanding legal partner to navigate the complexities of wills and estate plans, Capell Barnett Matalon & Schoenfeld, LLP, particularly through their work with David, comes highly recommended.

In conclusion, Capell Barnett Matalon & Schoenfeld, LLP, located in New York City, offers expert and compassionate legal services in estate planning, wills, and trusts. The positive experiences shared by their clients highlight their transparency, practicality, comprehensive knowledge, and client-focused approach. With a particular understanding of the needs of diverse households, including the LGBT community, the firm, and especially their representative David, comes highly recommended for local users seeking a reliable and supportive "Lawyer Near Me" for their estate planning needs.

Capell Barnett Matalon & Schoenfeld, LLP Photos

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Capell Barnett Matalon & Schoenfeld, LLP Location

Capell Barnett Matalon & Schoenfeld, LLP

14 Pennsylvania Plaza Suite #814, New York, NY 10122, USA

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Reviews

David was a great partner to have as my husband and I finalized our estate plans. He was completely transparent and practical which was quite appreciated given the work can feel overwhelming. He also was just easy to work with! Would highly recommend him!

Aug 31, 2019 · Jane Nayagam Thomas

David was great in the planning process and executing on my will and estate plans. He took the time to listen to my needs and answered all my questions. Him and his associate were professional during the entire process, very quick to respond to any questions and completed all the documents in a short time frame. He educated me on the different tax considerations when listing beneficiaries. I felt very comfortable working with him and being able to ask questions openly. He understands the structures of different households, life events to consider, and how to protect your end of life wishes, which is especially important for LGBT households.

Feb 22, 2019 · Chad Doerrmann

My husband and I retained David to write our wills and draw up related documents and we are extremely pleased with his knowledge, positive attitude, and willingness to answer all of our (mostly my) questions. I recommend him highly.

Aug 14, 2023 · Maria

We worked with David to plan our estate documents, and then about a year later, again for a quick codicil to make a minor addition to our will. Both times David was very responsive, fast, and a pleasure to work with. My husband and I would both highly recommend David!

Aug 24, 2018 · Zach Maier

David was very knowledgeable, very patient answered all of my questions and was very attentive to detail. Being an attorney myself, I high recommend him as an attorney to handle one’s estate planning and drafting of one’s Will and other related documents. Kay T

May 30, 2019 · Katherine Thompson

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