- University of Virginia, B.A., 1993
- Mercer University, J.D., 1999
- University of Florida, LLM 2000
After serving as Managing Member of a prestigious law firm in Melbourne, Stephen J. Lacey became a Member of the Rossway Swan in 2015. Mr. Lacey concentrates his practice in the areas of Wealth Preservation, Tax and Estate Planning, Medicaid Planning, Elder Law and Post-Death Administration. Mr. Lacey is experienced in the formulation of estate plans to achieve the clients’ testamentary goals, maximize their tax benefits and minimize probate costs. He recognizes that some people are at higher risk of lawsuits and judgments. These people include professionals (doctors, lawyers, accountants), business and property owners, the very wealthy, people facing imminent legal, financial or medical problems and people with high risk jobs. Many of these individuals have benefited from Mr. Lacey’s vast knowledge of proper asset protection planning that can ensure that all of their personal and business assets are protected in the event of large unforeseen nursing home costs or lawsuit and judgment.
Mr. Lacey received his undergraduate degree from the University of Virginia, his Juris Doctor from Mercer University, and his Master of Laws (LL.M.) in Taxation from the University of Florida. He is admitted to practice in Florida, Georgia and Virginia.
Mr. Lacey has been an active member of the community since 2003 when he moved to Florida. He has served as a member of the Board of Directors of many charities including, Brevard Zoo and the Health First Foundation, where he currently serves as Treasurer. Mr. Lacey is married to Jen McClelland Lacey, a Florida native, and they have three children. In his spare time, Mr. Lacey enjoys playing tennis and coaching his daughter in soccer.
Focus of Practice:
- Estate Planning and Estate and Trust Administration
- Asset Protection/Wealth Preservation
- Mental Health and Guardianship
- Medicaid Planning
- Business Succession Planning
- Charitable Planning
- Probate and Trust Administration
- Estate Planning Document Creation
- Special Needs Planning
- Removal of Personal Representative, Executors, Trustees and Agents under Power of Attorney
- Florida, 2003
- Virginia, 2001
- Georgia, 2000