Alfred J. Stashis, Jr.

Top rated Estate Planning & Probate attorney in Naples, Florida

Dunwody White & Landon PA
Alfred J. Stashis, Jr.
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 North
Suite 200
Naples, FL 34103 Phone: 239-263-5885 Email: Alfred J. Stashis, Jr. Visit website


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. 

First Admitted: 2005, Florida

Professional Webpage:

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:  Planning with IRAs, Speaker
  • Grantor Trust Income Tax Reimbursements:  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:  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":  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:  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
  • 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


7 Years Super Lawyers
1 Year Rising Stars
  • Super Lawyers: 2017 - 2023
  • Rising Stars: 2009

Certificates and credentials

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