Alfred J. Stashis, Jr.
Top rated Estate Planning & Probate attorney in Naples, Florida
Dunwody White & Landon PA
Practice Areas: Estate Planning & Probate, Tax, Estate & Trust Litigation
Licensed in Florida since: 2005
Education: University of Notre Dame Law School
Selected to Super Lawyers: 2017 - 2023 
Selected to Rising Stars: 2009 Dunwody White & Landon PA
4001 Tamiami Trail NorthSuite 200
Naples, FL 34103 Phone: 239-263-5885 Email: Alfred J. Stashis, Jr. Visit website
Details
Board certified Wills, Trusts and Estates attorney, specializing in planning for high net worth clients. Practice areas include: Â 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.Â
First Admitted: 2005, Florida
Professional Webpage: http://www.dwl-law.com/wp/attorneys/alfred-j-stashis-jr/
Scholarly Lectures/Writings:
- SECURE 2.0 - What You Need to Know, Author
- Florida Bar Wills, Trusts & Estates Certification Review Course - Planning with IRAs, Speaker
- Getting More Secure With SECURE (SECURE, SECURE 2.0, Proposed Regs), Speaker
- The Lerbakken Fix - Individual Retirement Accounts Transferred Incident to Divorce are Exempt from the Claims of Creditors, Author
- Roth IRA Conversions After the SECURE Act, Author
- Overcoming Retirement Plan In-SECURE-ity, Author
- Wills Trusts & Estates Certification Review:Â Planning with IRAs, Speaker
- Grantor Trust Income Tax Reimbursements:Â Cases, Statutes, Provisions & IRS Authority, Speaker
- Retirement Plan Relief Under the CARES Act, Author
- How SECURE Is Your IRA Planning?, Author
- Advising Clients on Qualified Charitable Distributions from Individual Retirement Accounts, Author
- The Importance of Beneficiary Designations, Author
- Tax Considerations for Marital Agreements, Author
- Beneficiary Designations in Divorce, Author
- Planning with IRAs in 2020:Â CARES Act, SECURE Act, & Qualified Charitable Distributions, Speaker
- Navigating the IRA Charitable Rollover, Speaker
- How SECURE Is Your IRA Plan?, Speaker
- Almost All the Rules Just Changed. Now' the Time to Review Your Retirement Plans!, Speaker
- 2019 Recent Developments in Planning for IRAs, Insurance & Employee Benefits, Speaker
- 2018 Recent Developments in Planning For IRAs, Insurance and Employee Benefits, Speaker
- Resolving Defective or Deficient IRA Beneficiary Designations, 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
- Tax Planning for Clients with Multi State Contacts, Speaker
- Protecting "To Be Inherited" IRAs, Speaker
- After "Clark v. Rameker": Â the Use of Trusts in IRA Planning, Speaker
- Tax Aspects of Charitable Giving, Speaker
- Selected Issues in IRA Planning, Speaker
- A Review of Florida Law of Tenants By the Entirety Ownership, Speaker
- IRS Form 8939: Â Allocation of Increase in Bases for Property Acquired from a Decedent, Speaker
- Recent Developments in Homestead Law, Speaker
- Creditor Issues in Probate, Speaker
- Final Treasury Regulations Under Section 2053, Speaker
- Use of Grantor Trusts in Estate Planning, Speaker
- Valuation Issues in a Declining Market, Speaker
- Intra Family Gifts, Loans and Guaranties, Speaker
- Planning with Portability vs. Credit Shelter Trusts, Author
- The Importance of Beneficiary Designations, Author
- Trust Privacy and Designated Representatives, Author
- Sales to Intentionally Defective Grantor Trusts, Author
Bar/Professional Activity:
- Vice Chair - Florida Bar RPPTL Section Estate & Trust Tax Planning Committee
- Vice Chair - Florida Bar RPPTL Section Budget Committee
- Past Chair - RPPTL Section IRA, Insurance & Employee Benefits Committee
- Executive Council - Florida Bar Real Property, Probate & Trust Law Section
- Member - Estate Planning Council of Naples
- Past Member - Florida Probate Rules Committee
- Committee Member - Florida Bar Real Property Probate & Trust Law Section - IRA, Insurance & Employee Benefits Committee; Probate Law & Procedure Committee; Asset Protection Committee; Estate and Trust Tax Planning Committee
- Member - American Bar Association - Real Property, Trust & Estate Law Section; Taxation Section
- Member and Past Chairman (2009-2010) of the Collier County Bar Association Trusts & Estates Section
- Member - Florida Bar Tax Section
Pro bono/Community Service:
- Past Board Member and Past President, Notre Dame Club of Naples
Honors/Awards:
- AV-Preeminent Peer Review Rating, Martindale Hubbell
- Best Lawyer
- Florida Trend Legal Elite
- Naples Illustrated Top Lawyer
Special Licenses/Certifications:
- Board Certified in Wills, Trusts & Estates by the Florida Bar
- Florida Supreme Court Qualified Arbitrator
- Florida Supreme Court Certified Circuit Civil Mediator
Educational Background:
- Juris Doctor - Notre Dame Law School, 2005
- 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
Office location for Alfred J. Stashis, Jr.
4001 Tamiami Trail North
Suite 200
Naples, FL 34103
Selections
7 Years Super Lawyers
1 Year Rising Stars
- Super Lawyers: 2017 - 2023
- Rising Stars: 2009
Certificates and credentials
Florida Bar Board of Legal Specialization
Wills, Trust and Estates
Wills, Trust and Estates
