Alfred J. Stashis, Jr.

Alfred J. Stashis, Jr.

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Naples, FL

Dunwody White & Landon PA
 | 4001 Tamiami Trail North, Suite 200
Naples, FL 34103
Phone: 239-263-5885
Fax: 239-262-1442
Selected to Super Lawyers: 2017 - 2019
Selected to Rising Stars: 2009
Licensed Since: 2005
Practice Areas:
  • Estate Planning & Probate (60%),
  • Tax: Consumer (30%),
  • Estate & Trust Litigation (10%)
Attorney Profile

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

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
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Office Location for Alfred J. Stashis, Jr.

4001 Tamiami Trail North
Suite 200
Naples, FL 34103

Alfred J. Stashis, Jr.:

Last Updated: 2/25/2019

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