- 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. Virginia and Georgia bar admissions — both inactive — extend his working knowledge of multi-state planning for clients with assets or family outside Florida.
Master of Laws · Taxation
J.D.
Virginia Bar · inactive
Florida Bar · active
Florida Bar · Real Property, Probate, and Trust Law (RPPTL) Section
Host · 321 Legacy Liftoff
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.
“Stephen restructured our buy-sell and entity stack ahead of the sale. The tax outcome was materially better than what we walked in with — and the process was calm.”
Founder & CEO
Manufacturing · Melbourne, FL
“He explained generation-skipping in a way our family could actually agree on. Five years later the structure still does what we asked it to do — that’s the part most people miss.”
Multigenerational family principal
Vero Beach, FL
“My CPA introduced me to Stephen and I now refer my own colleagues. The plan integrates liability, retirement, and estate — most attorneys only do one of the three.”
Physician · Orthopedic surgery
Viera, FL
What actually protects your wealth in Florida — the five essential documents, the probate trap, the state’s built-in creditor protections, and the LLC and trust structures that close the gaps a basic plan leaves open.
A working interpretation of the permanent exemption and the planning windows it opens for Florida’s high-asset families.
The most common and costliest planning failure we see: a signed trust that never had assets retitled into it still runs through probate. A short self-check.
Inquiries are read by Stephen personally. We respond within one business day — with availability, or a referral to a trusted colleague if your matter falls outside our practice.
6013 Farcenda Pl, Suite 101 · Melbourne, FL 32940
Main (321) 608-0890 · Land Use / Zoning (321) 608-0892
Mon – Thu · 8:00 AM – 5:00 PM · Fri 9:00 AM – 5:00 PM ET (alternating Fridays closed)
321 Legacy Liftoff · Apple · Spotify · YouTube
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