Stefans, Donna M. Esq., AIF

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Address: 137 Woodbury Road Suite 3, Woodbury, NY 11797
Lawyer Firm: Stefans Law Group PC
Phone: 516-340-9488
Fax: 516-692-2746

Areas of Practice Elder Law & Asset Protection Planning, Estate Planning & Elder Law, Medicaid & Disability Planning, Estate Administration & Probate, Medicaid Applications, Asset Protection Planning & Trusts, Social Security & Retirement Income Planning, Geriatric Care Management, Long Term Care Planning, Special Needs Planning, Caregiver Support & Guardianships, Elder Care & Patient Advocacy, Income Tax Preparation, Estate Tax Planning

Donna M. Stefans, Esq., AIF®

• Founder and lead estate & Elder Law attorney at Stefans Law Group PC.

• Wealth Management Professional

• President of Summit Tax Advisors, Inc.

Donna Stefans has over 17 years of experience with Elder Law, Estate Planning, Retirement Income Planning, Income Tax, asset management and capital investment gives her the ability to create and maintain holistic life-care plans for clients – from birth to legacy.

Ms. Stefans has over 24 years of experience in retirement income planning, asset protection planning, and investment strategies. She is currently a registered Investment Advisor with Cetera Advisor Networks LLC, and is an Accredited Investment Fiduciary (AIF).

Ms. Stefans is also the President of Summit Tax Advisors Inc., a full service, personal, business, and trust accounting, income tax, and consulting practice.

Additionally, Ms. Stefans spends much of her free time working with people who have Alzheimer’s dementia, and the special needs community. She is a current member of the Board of Directors of the Long Island Chapter of the Alzheimer’s Association.

Ms. Stefans is a board member of Horseability, an established organization that improves the lives of people with special needs through therapy programs utilizing interactions with horses. Prior to this, she was a board member of Broadlawn Health Partners, a home healthcare agency. Ms.Stefans is also the Vice-Chairwoman of the Financial Planning Committee.

She is also a member and active participant of the: National Academy of Elder Law Attorneys, National Academy of Special Needs Planners, National Aging in Place Council, Financial Services Institute, Financial Planning Association, nd the Nassau and Suffolk County Bar Associations. She is also a recognized AARP legal services provider.

Concentrations, Designations and Education

• Accredited Investment Fiduciary (AIF)

• Licensed to practice law in Florida and New York.

• Registered Investment Advisor with Cetera Advisor Networks, LLC

• Series 7 & 63 & Securities Registrations

• NY State Life, Accident and Health Insurance Licenses

• JD, Touro Law Center

• BS, Finance, University of Scranton

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