John F. DeStefano

Associate

Washington, D.C.
T +1.202.861.1742
F +1.202.861.1783

Overview

John 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.

Recognitions and Memberships

Recognitions

  • Supreme Court of Florida Pro Bono Service Silver Pin (2017)
  • Supreme Court of Florida Pro Bono Service Bronze Pin (2016)

Memberships

  • 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

Prior Positions

  • U.S. Attorney's Office, Southern District of Florida, Economic Crimes Section: Law Clerk (2013)
  • U.S. Securities & Exchange Commission, Enforcement Division, Asset Management Unit: Law Clerk (2012)

Admissions

  • U.S. District Court, Southern District of Florida
  • Florida
  • [*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.]

Education

  • 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