Dallas
214.745.5183 Direct
214.745.5390 Fax
lstevenson@winstead.com
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Lacey Stevenson is a member of Winstead’s Wealth Preservation Practice Group. Lacey has extensive experience as a tax attorney with particular emphasis on matters involving fiduciaries, trusts, and high net worth individuals and their families.

Representative Experience

  • Design and prepare primary estate planning documents, such as revocable trusts, wills, and financial and medical powers of attorney
  • Advise and assist executors, trustees, and beneficiaries with the funding, administration, taxation, and distribution of trusts and estates 
  • Design, implement, and monitor transfer tax minimization strategies, such as gifts to family trusts, installment sales to grantor trusts, and grantor retained annuity trusts (GRATs)
  • Assist families with the formation of closely-held businesses to own and manage family assets
  • Prepare and review federal gift tax returns (IRS Forms 709) and federal estate tax returns (IRS Forms 706)
  • Assist trustees with judicial and non-judicial modifications /  reformations to irrevocable trusts 
  • Assist clients with the formation of tax-exempt organizations

Education

  • New York University School of Law
    • LL.M., Taxation, 2019
    • Senior Staff Editor, NYU Tax Law Review
  • Baylor Law School
    • J.D., 2016
    • magna cum laude
    • Articles Editor, Baylor Law Review
    • Baylor Law’s Dean’s Academic Excellence Full-Tuition Scholarship
  • University of Oklahoma
    • B.A., Political Science, 2012
    • Phi Beta Kappa

Admissions

  • Texas, 2020
  • Oklahoma, 2016

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