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Stacey Schwartz Perez

Partner
Orlando Office
407.872.7300
Email

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Practices

  • Estates and Trusts
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    Profile

    Stacey Schwartz Perez is a Florida Bar Board Certified Elder Law Attorney who helps individuals and families plan for the future with confidence. Her practice includes estate planning, elder law, probate administration, trust administration, guardianship, special needs planning, and long-term care planning.

    Stacey works with clients through every stage of life—from young adults creating their first estate plan, to growing families protecting their children, to retirees planning for incapacity and long-term care. Whether creating a proactive estate plan or guiding loved ones through the administration of an estate or trust after a loss, Stacey provides practical, personalized advice tailored to each family’s goals, values, and circumstances. She believes estate planning is not a one-time transaction, but an ongoing relationship that evolves as families grow, circumstances change, and new challenges arise. Stacey is passionate about building lasting relationships with her clients and serving as a trusted advisor through every stage of life.

    Before joining RumbergerKirk, Stacey spent nearly eight years with a prominent elder law firm serving the Winter Park and Central Florida communities. During that time, she developed extensive experience counseling clients in estate planning, elder law, probate, trust administration, guardianship, and long-term care planning, while building lasting relationships with individuals, families, and professional advisors throughout the region.

    Stacey earned her Juris Doctorate from Barry University School of Law, where she served as Research and Technical Editor of the Barry Law Review and received multiple academic awards for excellence in legal research, writing, and advocacy. She earned her Bachelor of Science in Legal Studies from the University of Central Florida.

    Stacey is an active member of the Central Florida legal community and regularly presents seminars on elder law, estate planning, probate, trust administration, guardianship, and long-term care planning. She is a member of the Academy of Florida Elder Law Attorneys, the National Academy of Elder Law Attorneys, the Orange County Bar Association, and The Florida Bar’s Elder Law and Real Property, Probate and Trust Law Sections.

    Details

    • The Florida Bar (Elder Law Section, Real Property, Probate, & Trust Section, Solo & Small Firm Section)
    • Academy of Florida Elder Law Attorneys (AFELA)
    • National Academy of Elder Law Attorneys (NAELA)
    • Orange County Bar Association (OCBA) (Estate, Guardianship, Trusts Section, Elder Law Section)
    • Winter Park Chamber of Commerce
    • Financial Planning Association Allied Professional
    • Wealth Counsel
    • Atticus
    • Alzheimer’s and Dementia Resource Center Board Member, July 2024 – Present
    • Orange County Bar Association Estate, Guardianship, Trusts Steering Committee Member 2020-to present
    • Orange County Bar Association Estate, Guardianship, Trusts Committee, Steering Committee Chair 2023-2024
    • Orange County Bar Association Estate, Guardianship, Trusts Committee, Steering Committee Co-Chair 2022-2023
    • Academy of Florida Elder Law Attorneys Un-program Chair and facilitator, December 2023

    University of Central Florida — B.A. Legal Studies

    Barry University School of Law — J.D.

    • Florida

    • Florida Bar Board Certified Elder Law Attorney
    • Accredited Veterans Claim Attorney

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    Offices

    Orlando

    300 South Orange Avenue
    Suite 1400
    Orlando, FL 32801

    407.872.7300

    Miami

    80 Southwest 8th Street
    Suite 3000
    Miami, FL 33130

    305.358.5577

    Tampa

    100 North Tampa Street
    Suite 2000
    Tampa, FL 33602

    813.223.4253

    Tallahassee

    101 North Monroe Street
    Suite 1050
    Tallahassee, FL 32301

    850.222.6550

    Birmingham

    2001 Park Place North
    Suite 1300
    Birmingham, AL 35203

    205.327.5550
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