Lipman & Zarcone PLLC is a distinguished law firm specializing in estate planning, snowbird tax matters, and qualified domestic relations orders (QDROs), serving clients with ties to both New York and Florida. The firm stands out for its dedicated focus on the unique legal and tax challenges faced by individuals navigating residency across these two states.
With extensive experience in preparing hundreds of estate plans and representing clients in New York nonresident audits, the firm combines dedication, compassion, and precision to guide clients through complex decisions. Their practice is particularly valuable for snowbirds, small business owners, and individuals undergoing divorce who require expert handling of retirement asset division and business formation or succession matters.
Services Offered
- Estate Planning (Wills, Trusts, Health Care Proxies, Living Wills, Power of Attorney)
- Estate Administration
- New York / Florida Snowbird Tax Planning and Defense
- Qualified Domestic Relations Orders (QDROs) for Retirement Plan Division
- General Business Law (Business Formation, LLC Setup, Entity Selection)
- Small Business Legal Services (Growth, Lawsuits, Tax Issues, Succession Planning)
The firm is licensed to practice in both New York and Florida, offering tailored legal solutions for clients with multi-state residency concerns and has been recognized in industry publications for its expertise in snowbird tax planning.
