John F. DeStefano’s familiarity with building and stewarding wealth serves a direct benefit to his high-net-worth clients. A former private equity analyst at a billion-dollar investment fund, John utilizes his background in finance to counsel successful families on maintaining a legacy over multiple generations, including preserving family wealth, managing business interests and structuring charitable gifts.
He routinely drafts custom trust agreements and associated documents to integrate foundational estate planning with advanced transfer tax planning strategies, and organizes family investment entities and private foundations.
John also advises trustees and personal representatives on trust and estate administration matters, including irrevocable trust modifications and trustee changes, and supports the firm’s litigators in resolving disputes among fiduciaries and beneficiaries.
Respected in the field, John publishes and speaks on various topics related to tax, wills, trusts and estates. Additionally, he has served as a lecturer of law and finance. *Admitted in Florida. Not admitted in the District of Columbia. Practicing pursuant to D.C. Rule 49(c)(8) under the direct supervision of Jonathan Forster during pendency of application for admission to the District of Columbia Bar.
- American Bar Association: Real Property, Trust and Estate Law Section
- The Florida Bar: Real Property, Probate & Trust Law Section
- Greater Boca Raton Estate Planning Council
- LL.M., Taxation, University of Florida Levin College of Law, 2015; Book Award in Estate Planning
- J.D., University of Florida Levin College of Law, 2014
- M.S., Finance, University of Florida, 2009
- B.S., Finance, University of Florida, 2008; Warrington Finance Scholar
Admissions : U.S. District Court, Southern District of Florida, Florida.
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