Kelly V. Zarcone, Esq.
Admitted to practice law in both new York and Florida, Kelly Zarcone has been in full time private practice for more than 22 years. She has very extensive experience in estate planning and administration as well as general business law. She is a QDRO attorney having written hundreds of QDROs for all types of retirement plans over the years. Ms. Zarcone also represents a number of snowbirds (NY / FL) with tax and estate planning and administration.
She served as an adjunct professor at the University at Buffalo Law School teaching estate planning to law students and coauthored the New York State Bar Association Course book entitled "Income Taxation of Decedents, Their Estates and Their Trusts" and the 2007 version of the course book for "A Comprehensive Review of Trust Planning and Drafting Techniques." She lectures regularly on various tax and estate issues for Erie County Bar Association, New York Bar Association, and private continuing legal education providers.
Kelly Zarcone is involved in her community. Ms. Zarcone served on the Board of the Buffalo Music Hall of Fame and Museum from 2008 through 2014. She has served on the Board of the Women's Bar Association of the State of New York, as a local director (2007-8) and on the Women Lawyers of Western New York Board (2004-5). In 2004, she was elected to the Starpoint Central School District Board of Education and was reelected in 2007.
Before law school, Ms. Zarcone served active duty in the United States Army as a German linguist in Military Intelligence. She witnessed the the fall of communism in the late 1980s while stationed in Europe. In 1991, she earned the Kuwait Liberation Medal for Army combat service in the first Persian Gulf War, Operation Desert Storm. As an undergraduate, Ms. Zarcone studied at Oxford University (Hertford College), England (concentrating on tax as a barrier to trade). She continued her studies at Braunschwieg University in Germany and the University at Buffalo through her undergraduate career, graduating in just two and a half years with a 3.9 grade point average.
Client reviews: Avvo client rated 100%, 5 star
New York / Florida snowbird tax attorney Kelly V. Zarcone was interviewed for the highly rated Kiplinger Tax Newsletter regarding tips and pitfalls for individuals considering a move southward. The Article can be found here:
Kelly V. Zarcone teamed up with partner John G. Brenon and retired partner, Allan R. Lipman, to establish a website where clients can get extensive information regarding tax and other issues involved in becoming a snowbird.
For more information, see the website at:
Kelly V. Zarcone presents numerous QDRO seminars to various groups of attorneys and financial/accounting groups.
NY attorneys can purchase her recorded 2019 seminar from the Erie County Bar Association here:
Regarding QDRO Issues:
4th Dept. 2017 Case, Roche v. Roche
4th Dept. 2012 Case, Andress v. Andress
Regarding Income Tax/Domicile Issues:
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***Lipman & Zarcone PLLC is a New York and Florida law firm that practices in the areas of Qualified Domestic Relations Orders (QDROs), New York/Florida Snowbird tax defense, wills, trusts, and estates. **