Lacey has extensive experience in the preparation of federal gift and estate tax returns, having documented the transfer of $400 million plus in generational wealth to charitable and non-charitable beneficiaries.
Advises clients in relation to the full life cycle of business and entity structures from formation through dissolution, including, but not limited to, operation, succession of ownership and management, insurance planning, salary continuation agreements, asset protection, transfer restrictions (family and non-family), tax planning, dispute resolution, and mergers and reorganizations.
Advises clients in conjunction with their financial planners, certified public accountants, and insurance agents with respect to their personal estate and gift planning goals, including charitable and non-charitable gifting, prenuptial and postnuptial agreements, life insurance and retirement account planning, asset protection planning, special needs planning, and testamentary and non-testamentary planning through Wills and Trusts.
Advises trustees, executors, and administrators in the performance of their fiduciary duties and advises beneficiaries with respect to their rights and interests in trusts and estates.
Advises and negotiates on behalf of taxpayers in relation to federal tax audits and assessments.
Forms and qualifies entities as private foundations and provides continued guidance in the administration.
Professional Memberships & Affiliations
State Bar of Georgia (Member, Taxation Section)
The Mississippi Bar (Past Chair, Taxation Section; Member, Estates and Trusts Section)
Tennessee State Bar (Member, Taxation Section)
State Bar of Texas (Member, Real Estate, Probate and Trust Law Section; Member, Taxation Section)
