Alfred J. Stashis, Jr.

Alfred J. Stashis, Jr. is a shareholder of Dunwody White & Landon, P.A. and is board certified by the Florida Bar in Wills, Trusts and Estates. He serves clients in the firm’s Naples, Palm Beach and Miami offices.

He focuses his practice in the areas of estate planning, estate and trust administration; federal income, estate, gift and generation skipping transfer (GST) taxation; planning for Florida domicile; planning for charitable contributions and foundations; and planning for distributions from IRAs and other qualified retirement plans.

As a Florida Supreme Court Certified Circuit Civil Mediator, Mr. Stashis also assists families, fiduciaries, beneficiaries and their counsel in resolving trusts-and-estates-related disputes.

Mr. Stashis earned his J.D. from the Notre Dame Law School and his LL.M. in Estate Planning from the University of Miami. He was awarded an M.B.A., magna cum laude, and a B.S., cum laude, from the University of Notre Dame, and an M.A.T. from the University of Portland.

Mr. Stashis is a member of the Florida Bar’s Taxation and Real Property, Probate and Trust Law Sections (2005-present).  He serves on the RPPTL Section’s Executive Council as well as several committees, including the Probate Law & Procedure Committee; the IRA, Insurance & Employee Benefits Committee (Co-Chair 2018 -; Vice Chair 2017 – 2018 ); the Estate and Trust Tax Planning Committee; the Asset Protection Committee; and the Wills, Trusts & Estates Certification Review Course Committee.  He is also a member of the American Bar Association, and its Real Property, Trust and Estate Law (RPTE) and Taxation Sections.  Locally, he is an active member of the Estate Planning Council of Naples, and the Trusts and Estates Section of the Collier County Bar Association.  He served as Chairman of the CCBA Trusts and Estates Section from 2009 to 2010.

Mr. Stashis holds an AV-Preeminent Peer Review Rating from Martindale-Hubbell and has been recognized in Best Lawyers and Florida Super Lawyers. He is a graduate of the Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).

Mr. Stashis is a frequent speaker on estate planning topics to other estate planning professionals.  His recent speaking engagements include: “Recent Developments in Planning for IRAs, Insurance & Employee Benefits” (October 2018), “Resolving Defective or Deficient Beneficiary Designations” (April 2018), “Tax Planning For Clients With Multi State Contacts” (May 2016), “Protecting ‘To Be Inherited’ IRAs” (panelist, October 2014), “After Clark v. Rameker: the Use of Trusts in IRA Planning” (panelist, July 2014), “Tax Aspects of Charitable Giving” (April 2014), “Selected Issues in IRA Planning” (September 2013), “A Review of Florida Law Concerning Tenants by the Entirety Ownership” (March 2012), “IRS Form 8939:  Allocation of Increase in Basis for Property Acquired from a Decedent” (October 2011), “Recent Developments in Homestead Law” (May 2011), “Creditor Issues in Probate” (June 2010), “Final Treasury Regulations under Section 2053” (January 2010), “Use of Grantor Trusts in Estate Planning” (September 2009), “Valuation Issues in a Declining Market” (April 2009), and “Intra Family Gifts, Loans and Guaranties” (January 2009).

Mr. Stashis has authored or co-authored numerous articles and book chapters for professional audiences, including most recently “Beneficiary Designations in Divorce: Lessons from Sveen v. Melin” (Florida Bar Commentator 2018), “Tax Considerations for Marital Agreements” (Florida Bar Commentator 2018), and “Drafting for Flexibility While Protecting Assets and Minimizing Taxes,” a chapter in the volume Best Practices for Structuring Trusts and Estates (Aspatore/Thomson Reuters, 2015 ed.) He has also authored or co-authored numerous short articles for the estate planning supplement to the Naples Daily News on topics ranging from There’s More to Your Estate Plan Than Taxes (2017), Trust Planning to Protect Inherited IRAs (2015), Planning with Portability vs. Credit Shelter Trusts (2014), The Importance of Beneficiary Designations (2013), Trust Privacy and Designated Representatives (2012), Charitable Remainder Unitrusts (2010), Sales to Intentionally Defective Grantor Trusts (2009), Grantor Retained Annuity Trusts (2008), and Section 529 Plans (2007).

Mr. Stashis is a Past Director, Past President and Past Treasurer of the Notre Dame Club of Naples.

The Florida Bar. Wills, Trusts & Estates

Board Certified, The Florida Bar. Wills, Trusts & Estates

Super Lawyers Rated

Alfred J. Stashis, Jr.: Rated by Super Lawyers

Best Lawyers 2018

Alfred J. Stashis, Jr.: Best Lawyers 2018

Alfred J. Stashis, Jr.

Alfred J. Stashis, Jr.
Alfred J. Stashis, Jr.

Contact Information:
PH: 239-263-5885
Fax: 239-262-1442
Email: astashis@dwl-law.com
Office: Naples

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Mission Statement

We strive to develop a clear appreciation and understanding of your personal and family situation and to offer you practical legal guidance. Whether your concern is estate planning, taxation, estate or trust administration, business planning, real estate, litigation or any related matter, our goal is to create successful and cost-efficient solutions for you and your family for today and the future.

News

Daniel K. Capes, Esq. Named Lawyer of the Year

Dunwody White & Landon, P.A. is pleased to announce that Daniel K. Capes was named the Best Lawyers® 2016-17 Trusts and Estates “Lawyer of the Year” for the Fort Myers/Naples area. Only a single lawyer in each practice area, in each community, is honored as “Lawyer of the Year.” Best Lawyers lists are compiled based on an exhaustive peer-review evaluation and have become universally regarded as the definitive guide to legal excellence.

Contact Us

Miami (Coral Gables):
Telephone: 305-529-1500
Fax: 305-529-8855
Email: info@dwl-law.com

Naples
Telephone: 239-263-5885
Fax: 239-262-1442
Email: info@dwl-law.com

Palm Beach
Telephone: 561-655-2120
Fax: 561-655-2168
Email: info@dwl-law.com