Joseph A. Stusek
Background
Joseph A. Stusek is a Principal in Cummings & Lockwood’s Private Clients Group and is based in the firm’s Naples office.
He concentrates his practice on sophisticated estate planning and estate administration matters, advising affluent individuals and families on the preservation, management and transfer of wealth across generations.
Joseph regularly counsels clients – many of whom are retired or close to retirement -- on a broad range of estate planning strategies tailored to their personal, family and business objectives, while helping them navigate complex tax, fiduciary and succession planning considerations.
He designs and implements comprehensive estate plans, with a particular focus on gift, estate, and generation-skipping transfer tax planning, to minimize the client’s or heirs’ potential tax liabilities. He also assists clients with trust and estate administration matters, as well as with their charitable planning.
In addition, Joseph advises individuals relocating to Florida on domicile planning and related legal and tax issues.
Practice Areas
Education
- University of Florida, Levin College of Law (LL.M. in Taxation, 2016)
- University of North Carolina School of Law (J.D., 2015)
- Washington and Lee University (B.A. in Economics and Global Politics, 2011)
Bar Admissions
- Florida, 2016
- North Carolina, 2015
Professional Organizations
- Florida Bar Association, Member
- Real Property, Probate & Trust Law Section
- Collier County Bar Association, Member
- Trusts & Estates Section
- Young Lawyers Section, Board Member, Past President
Professional Recognition
- Board Certified by the Florida Bar in Wills, Trusts and Estates
- Florida Super Lawyers, "Rising Star", 2023 - 2025
- The Best Lawyers in America, "Ones to Watch", 2022 - Present
- Graduate of Class IV of the Florida Fellows Institute of the American College of Trust and Estate Counsel
Civic and Philanthropic Activity
- David Lawrence Centers for Behavioral Health, DLC Advocates, Former Board Member and Vice Chair
- Greater Naples Chamber, Associate Leadership Collier, Class of 2020
- Wills for Heroes
Articles/Publications
- Ancillary Probate in Florida, Practical Law Guide, co-author, Thomson Reuters
Articles
Books & Guides
News & Press Releases
Principal
Collier Place II
3001 Tamiami Trail North
Suite 400
Naples,
FL
34103
T 239.649.3158
F 239.263.0703
Background
Joseph A. Stusek is a Principal in Cummings & Lockwood’s Private Clients Group and is based in the firm’s Naples office.
He concentrates his practice on sophisticated estate planning and estate administration matters, advising affluent individuals and families on the preservation, management and transfer of wealth across generations.
Joseph regularly counsels clients – many of whom are retired or close to retirement -- on a broad range of estate planning strategies tailored to their personal, family and business objectives, while helping them navigate complex tax, fiduciary and succession planning considerations.
He designs and implements comprehensive estate plans, with a particular focus on gift, estate, and generation-skipping transfer tax planning, to minimize the client’s or heirs’ potential tax liabilities. He also assists clients with trust and estate administration matters, as well as with their charitable planning.
In addition, Joseph advises individuals relocating to Florida on domicile planning and related legal and tax issues.
- University of Florida, Levin College of Law (LL.M. in Taxation, 2016)
- University of North Carolina School of Law (J.D., 2015)
- Washington and Lee University (B.A. in Economics and Global Politics, 2011)
- Florida, 2016
- North Carolina, 2015
- Florida Bar Association, Member
- Real Property, Probate & Trust Law Section
- Collier County Bar Association, Member
- Trusts & Estates Section
- Young Lawyers Section, Board Member, Past President
- Board Certified by the Florida Bar in Wills, Trusts and Estates
- Florida Super Lawyers, "Rising Star", 2023 - 2025
- The Best Lawyers in America, "Ones to Watch", 2022 - Present
- Graduate of Class IV of the Florida Fellows Institute of the American College of Trust and Estate Counsel
- David Lawrence Centers for Behavioral Health, DLC Advocates, Former Board Member and Vice Chair
- Greater Naples Chamber, Associate Leadership Collier, Class of 2020
- Wills for Heroes
- Ancillary Probate in Florida, Practical Law Guide, co-author, Thomson Reuters