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 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.
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 a number of the RPPTL Section’s committees, including the Probate Law & Procedure Committee; the IRA, Insurance & Employee Benefits Committee; the Estate and Trust Tax Planning Committee; and the Asset Protection 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 (Rising Star).
Mr. Stashis is a frequent speaker on estate planning topics to other estate planning professionals. His recent speaking engagements include: “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 “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 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 Director, Treasurer and Immediate Past President of the Notre Dame Club of Naples.
Florida Bar Board Certified - Wills, Trusts & Estates — Florida Bar Board Certified - Wills, Trusts & Estates