Stephanie Perez Attorney Profile on UpCounsel
Stephanie Perez

Stephanie Perez

Attorney at Law

San Francisco
California
Licensed in
CA
University of
California Hastings College of the Law
About
Stephanie A. Perez, Esq. is dedicated to providing knowledgeable advice and attentive service in transactional and litigation matters in the areas of real estate, bankruptcy, wills and trusts, and estate planning. Each case is addressed with the primary goals of asset protection and responsible financial planning for her clients.
9
Years
experience

Practice Areas

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Work History

AIDS Legal Referral Panel

Panel Attorney

Oct 2013 - Present

Provide pro bono and low cost legal representation to people living with HIV/AIDS. Counsel clients on credit management, bankruptcy, real estate, tax, and estate planning matters.

Oct 2013 - Present

Law Offices of Stephanie A. Perez

Attorney/Principal

Jan 2013 - Present

Solo-practitioner providing knowledgeable advice and attentive service to individuals in real estate, bankruptcy, wills and trusts, and estate planning matters. Comprehensively advise small businesses in areas such as contract review, governance, organization, and incorporation. Assist nonprofit organizations develop launch plans and apply for tax-exempt status from the IRS and FTB.

Jan 2013 - Present

Law Offices of Dean Lloyd, APC

Associate Attorney

Sep 2009 - Dec 2012

Managed high-volume Chapter 7 and 13 consumer bankruptcy caseload and complete research and writing assignments in wills and trusts, family law, probate, and civil law matters as needed.
• Timely and comprehensively researched, drafted, and edited all petitions, motions, objections, oppositions to creditor motions, and discovery in bankruptcy matters
• Advocated for clients’ interests before the court in confirmation, motion, and objection hearings
• Drafted adversary complaints to litigate the dischargeability of a student loan for undue hardship; turnover of funds setoff from a debtor’s bank accounts; fraudulent foreclosure; and to quiet title in real property
• Participated in settlement negotiations and review of settlement agreements, including settlement with a major institutional lender for cancellation of a foreclosure sale
• Completed petitions for marital dissolution and answers to civil complaints for breach of contract; drafted family law motions and briefs regarding property division and child custody and visitation

Sep 2009 - Dec 2012

Wealth Strategies Journal

Associate Editor

May 2009 - Sep 2009

Researched and wrote an article on self-canceling installment notes (SCINs) as estate planning strategies for online publication.

May 2009 - Sep 2009

UC Hastings College of the Law

Research Asst. to Prof. Lathrope

Oct 2007 - Jan 2008

Edited Global Issues in Income Taxation, an introduction to international, transnational, and comparative law. Revised text for clarity in communication of complex foreign tax concepts, revised case edits, and confirmed accuracy of tax code citations.

Oct 2007 - Jan 2008

Buchman Law Firm

Law Clerk

May 2007 - Aug 2007

Conducted research and drafted memoranda on federal and state laws concerning licensing, regulatory compliance, and trade practices applicable to alcoholic beverage wholesalers and suppliers.

May 2007 - Aug 2007

California Public Utilities Commission

Intern to Comm'r John Bohn

May 2006 - Aug 2006

Researched law and administrative record and authored an Order Instituting Rulemaking, proposing changes for more efficient regulation of independent natural gas storage providers.

May 2006 - Aug 2006

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