Alfred J. Stashis, Jr.
Attorney Profile
Top Rated Estate Planning & Probate Attorney in Naples, FL
Naples, FL 34103
Selected to Rising Stars: 2009
- Estate Planning & Probate (60%),
- Tax: Consumer (30%),
- Estate & Trust Litigation (10%)
Board certified Wills, Trusts and Estates attorney, specializing in planning for high net worth clients. Practice areas include: Estate Planning; Estate and Trust Administration; Estate and Trust Litigation; Federal Income, Estate, Gift and Generation Skipping Transfer (GST) Taxation; Planning for Florida Domicile; Planning for State Estate Taxation; Planning for Charitable Contributions and Foundations; Planning for Distributions from IRAs and other Qualified Plans.
Certificates and Credentials
- Florida Bar Board of Legal Specialization - Wills, Trust and Estates
About Alfred Stashis, Jr.
Admitted: 2005, Florida
Professional Webpage: http://www.dwl-law.com/wp/attorneys/alfred-j-stashis-jr/
Honors/Awards:
- Best Lawyer
- AV-Preeminent Peer Review Rating, Martindale Hubbell
Special Licenses/Certifications:
- Board Certified in Wills, Trusts & Estates by the Florida Bar
Bar/Professional Activity:
- Member - Estate Planning Council of Naples
- Member - American Bar Association - Real Property, Trust & Estate Law Section; Taxation Section
- Member - Florida Bar Tax Section
- Member - Florida Bar Real Property, Probate & Trust Law Section
- Member and Past Chairman (2009-2010) of the Collier County Bar Association Trusts & Estates Section
- Committee Member - Florida Bar Real Property Probate & Trust Law Section - IRA, Insurance & Employee Benefits Committee; Probate Law & Procedure Committee; Asset Protection Commitee; Estate and Trust Tax Planning Committee
Pro bono/Community Service:
- Board Member and Past President, Notre Dame Club of Naples
Scholarly Lectures/Writings:
- Tax Planning for Clients with Multi State Contacts, Speaker
- Sales to Intentionally Defective Grantor Trusts, Author
- Trust Privacy and Designated Representatives, Author
- The Importance of Beneficiary Designations, Author
- Planning with Portability vs. Credit Shelter Trusts, Author
- Intra Family Gifts, Loans and Guaranties, Speaker
- Valuation Issues in a Declining Market, Speaker
- Use of Grantor Trusts in Estate Planning, Speaker
- Final Treasury Regulations Under Section 2053, Speaker
- Creditor Issues in Probate, Speaker
- Recent Developments in Homestead Law, Speaker
- IRS Form 8939: Allocation of Increase in Bases for Property Acquired from a Decedent, Speaker
- A Review of Florida Law of Tenants By the Entirety Ownership, Speaker
- Selected Issues in IRA Planning, Speaker
- Tax Aspects of Charitable Giving, Speaker
- After "Clark v. Rameker": the Use of Trusts in IRA Planning, Speaker
- Drafting for Flexibility While Protecting Assets and Minimizing Taxes, a chapter in Best Practices for Structuring Trusts and estates (Aspatore / Thomson Reuters, 2015), Author
- Protecting "To Be Inherited" IRAs, Speaker
Educational Background:
- LL.M. in Estate Planning - Univerity of Miami, 2006
- Master of Business Administration - University of Notre Dame, 2005
- Master of Arts in Teaching - University of Portland, 1998
- Bachelor of Science - University of Notre Dame, 1996
Alfred J. Stashis, Jr.:
Last Updated: 2/25/2019