Kelly V. Zarcone

Kelly V. Zarcone

5.0
Rating: 9.5

Licensed for 28 years

Tax Lawyer at Williamsville, NY
Practice Areas: Tax, Business, Estate Planning

5500 Main Street., Suite. 201, Williamsville, NY

About Kelly

Biography

Practice Areas

3

Practice Areas

Tax 50%

Assist divorce attorneys in the negotiation of financial settlements and the preparation of Qualified Domestic Relations Orders to divide retirement accounts and pensions.

50%
Estate Planning 25%

New York and Florida Estate Planning and Administration (ancillary administration) as well as Trust accounting. Assist clients with domicile issues related to their move from NY to FL and represent clients in NY income and estate tax domicile audits.

25%

Fees and Rates

Cost

Hourly Rates

$ 415-445 per hour


Payment Methods

  • Check
  • Credit Card

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Licenses

Licensed in Florida for 27 years

State: Florida

Acquired: 1999

Member in Good Standing

No misconduct found

Licensed in New York for 28 years

State: New York

Acquired: 1998

Currently Registered

No misconduct found

Location

Brenon, Lipman & Zarcone, LLP

5500 Main Street., Suite. 201, Williamsville, NY, 14221

Brenon Lipman & Zarcone LLP

298 NE 2nd Ave., Delray Beach, FL, 33444

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Kelly V. Zarcone's Reviews

Avvo Review Score

5.0 /5.0

5 Client Reviews

5 star (5)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Kevin | January 23, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Kelly is the best!

Kelly was able to clear up and correct a 30 year old pension issue in record time. We are very pleased with her professionalism.

Posted by Tony | October 12, 2017 | Hired Attorney

This review is from a person who hired this attorney.

Really knows her area of practice

I was referred to Kelly by my divorce attorney. She had recommended Kelly as an expert in the field (QDRO). My experiences working with Kelly have proven to be accurate. She is knowledgeable, professional and truly offered advice that was based on knowledge of the laws applicable to QDROs.

Posted by Linda | June 20, 2017 | Hired Attorney

This review is from a person who hired this attorney.

Efficient and understood my needs

I was frustrated with the whole process of getting divorced and splitting finances. Ms. Zarcone understood my frustration and really helped me get the matter done quickly and efficiently.

Posted by Elaine | June 13, 2016 | Hired Attorney

This review is from a person who hired this attorney.

QDRO

I turned to Kelly Zarcone after another lawyer worked on my QDRO for over 17 months with very little results. Kelly was able to complete the process in a very professional mannor within weeks. I would highly recommend her for any service.

Posted by anonymous | February 7, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Outstanding Lawyer

Kelly is personable, intelligent and an outstanding attorney. She did a QDRO, which she did efficiently saving me money. I liked her so much I had her do my wills, POA's and health proxy's. She was great, I highly recommend.

See All Client Reviews

Kelly V. Zarcone's Lawyer Endorsements

Endorse Kelly
Nadia Nargus Shahram headshot
Nadia Shahram

Estate planning lawyer | Nov 20

Relationship: Worked together on matter

"I enthusiastically endorse Kelly. I am a matrimonial mediation attorney and I have sent dozens of clients to her over the years to draft their QDROs, they have been very happy with her. She is an expert in her field, and also very personable and willing to go above and beyond to ensure that her clients have a full understanding of the process and what they can expect. I cannot recommend Kelly too highly, she has been a pleasure to know and a true asset to my business."

Paul W. Wolf headshot
Paul Wolf

Business lawyer | Jul 30

Relationship: Fellow lawyer in community

"I endorse this lawyer. Kelly is very experienced in handling business matters and I know first hand the excellent work she does for her clients."

View All Endorsements
Ashley Corene Blahowicz headshot
Ashley Blahowicz

Divorce and separation lawyer

Heather A. Tomes headshot
Heather Tomes

Divorce and separation lawyer

Peter J. Fiorella Jr. headshot
Peter Fiorella

Family lawyer

Experience

Rating:  9.5 (Superb)

Honors

2021

Super Lawyer, SuperLawyers

2020

Super Lawyer, SuperLawyers

2018

AV Preeminent Rated, Martindale-Hubbell

2017

AV Preeminent Rated, Martindale-Hubbell

2016

AV Preeminent Rated, Martindale-Hubbell

2015

AV Preeminent Rated, Martindale-Hubbell

Work Experience

2014 - 2018

Partner, Brenon Lipman & Zarcone, LLP

2007 - 2012

Adjunct Professor, D'Youville College

2006 - 2008

Adjunct Professor, State University at Buffalo School of Law

2003 - 2018

Attorney, Attorney At Law

Associations

2009 - Present

Financial Planning Association of WNY

Member

Woman Lawyers of Western New York

Secretary

New York State Bar Association

Member

Florida Bar

Member

Erie County Bar Association

Member

Women's Bar Association of the State of New York

Board Member

Sample of Legal Cases

Roche v. Roche

Won

Matter of Attea vs. NY Tax Appeals Tribunal

See More Legal Cases

Education

1997

State University of New York at Buffalo School of Law

JD - Juris Doctor

N/A

State University of New York at Buffalo

BA - Bachelor of Arts

Speaking Engagements

2017

Las Vegas CLE Trifecta

How Smart Snowbirds Save New York Taxes

2017

Financial Analysts of WNY Conferece

QDROs for Financial Professionals

2016

2016 Las Vegas CLE Trifecta

Everything you Ever Wanted to Know About QDROs

2012

EVERYTHING YOU WANTED TO KNOW ABOUT QDRO'S (BUT WERE AFRAID TO ASK) Qualified Domestic Relations Orders

2010

D'Youville College Course

Health Care Law & Ethics Professor

2010

D'Youville College Course

Health Care Law & Ethics Professor

2008

Erie County Bar Association

Pension Tension: Navigating the Pitfalls

2007

New York State Bar Association

Dealing With Your Client's Retirement Assets

Publications

2018

2007

Comprehensive Review of Trust Planning and Drafting Techniques Comprehensive Review of Trust Planning and Drafting Techniques

N/A

New York State Bar Association Course book Income Taxation of Decedents, Their Estates and Their Trusts

Languages

English

German

Activity

Avvo Rating

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