- BREVARD COUNTY · SPACE COAST · STATEWIDE FLORIDA
LL.M.-credentialed estate planning, trust structuring, and asset protection for Florida’s physicians, investors, and family businesses — with the depth of a large firm and the discretion of a boutique.
Business owners planning for sale, succession, or generational wealth transfer
Physicians, engineers & KSC contractors with professional liability exposure and assets worth protecting
Multigenerational families with significant assets, blended family dynamics, or cross-state holdings
Real estate investors with rental portfolios and multi-state exposure
All inquiries reviewed by Stephen J. Lacey personally.
If your business is your most valuable asset, your family structure has nuance, or your planning crosses state and tax lines — you are in the right place.
Founders preparing for sale, generational transfer, or staged succession. Buy-sell architecture, entity restructuring, and tax-aware exit planning.
Physicians, aerospace engineers, and Kennedy Space Center contractors carrying negligence-based liability. Asset protection layered with retirement and estate strategy — because a professional claim can pierce a business entity.
Households navigating dynasty trusts, generation-skipping transfers, and the harder questions of who inherits, who decides, and how wealth survives across three or more generations.
Rental and investment portfolios where one property’s exposure shouldn’t reach the rest — protected through per-property LLCs, charging-order structure, and funded trusts that sidestep multi-state probate.
Exemption planning, dynasty and generation-skipping trusts, ILITs, SLATs, gifting strategy, and the tax architecture beneath every plan we write.
Buy-sell agreements, shareholder governance, entity layering, charging-order protection, and asset protection trust structuring for Florida’s business owners and professionals.
Efficient, tax-aware administration for surviving spouses, fiduciaries, and beneficiaries — with formal accountings and strategic post-mortem planning.
Strategic counsel for significant real estate transactions, ownership, development, and disposition.
Experienced guidance for development, conservation, zoning, and municipal entitlement matters.
Stephen built Lacey Rezanka around a simple thesis: clients with complex estates deserve large-firm rigor without the friction of large-firm process. His Master of Laws (LL.M.) in Taxation anchors a practice focused on the technical edges of estate planning — exemption windows, generation-skipping transfers, and the structures that make sophisticated plans actually work after a death or a sale.
He hosts 321 Legacy Liftoff, the firm’s biweekly podcast for Florida’s legacy builders.
Master of Laws · Taxation
J.D.
Florida Bar · active
Host · 321 Legacy Liftoff
Florida Bar · Real Property, Probate, and Trust Law (RPPTL) Section
Every other week, Stephen Lacey sits down with financial advisors, business owners, and wealth-planning experts to work through the questions that matter most to Florida’s most successful families — succession, tax strategy, asset protection, and multigenerational transfer.
