Stacey Schwartz Perez

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Stacey Schwartz Perez: Attorney with Rumberger, Kirk & Caldwell Professional Association

Biography

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.

Certifications

Florida Bar Board Certified Elder Law Attorney

Accredited Veterans Claim Attorney

Areas of Practice (1)

  • Estates and Trusts

Education & Credentials

University Attended:
University of Central Florida, B.A.
Law School Attended:
Barry University Dwayne O. Andreas School of Law, JD - Juris Doctor, 2016
Year of First Admission:
2016
Admission:
2016, Florida
Memberships:

Professional

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

ISLN:
1000319876

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