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 - 2021
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:

    • 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 Certified Circuit Civil Mediator

    Bar/Professional Activity:

    • Co-Chair - RPPTL Section IRA, Insurance & Employee Benefits Committee
    • Executive Council - Florida Bar Real Property, Probate & Trust Law Section
    • Member - Estate Planning Council of Naples
    • 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 Commitee; 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

    Scholarly Lectures/Writings:

    • 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

    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
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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: 1/7/2021

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