137 Woodbury Road
Woodbury,
NY
11797
Providing Compassionate Services by Applying a Thorough
Understanding of the Need For Future Planning
Located in Woodbury, New York, Stefans Law Group PC provides effective, holistic solutions to individuals and families, who seek to establish their final wishes, protect their assets and create a lasting legacy for their loved ones.
Serving clients across Long Island and the surrounding areas, the attorneys at our law firm have extensive legal experience and a wide range of credentials that help us deliver the personalized solutions you need for all of your legal matters involving any of the following:
We have assisted hundreds of individuals, families and retirees in the following practice areas:
- Estate planning, administration and probate
- Medicaid applications
- Asset protection planning and trusts
- Social Security and retirement income planning
- Geriatric care management
- Guardianships
- Special needs planning
- Caregiver support
- Elder law and patient advocacy
Our law firm’s founder and lead attorney, Donna M. Stefans, has more than 17 years of legal experience focusing solely on elder law and estate planning. She is also an AIF (Accredited Investment Fiduciary) and Investment Advisor Representative with Cetera Advisor Networks LLC, with over 24 years of experience with retirement planning and wealth management.
In addition, we have on staff a dedicated team of certified public accountants, enrolled agents and other professionals to help you limit your estate’s tax liability and preserve your wealth so that you can pass on the bulk of your estate to your beneficiaries.
In all cases, we are here for you, and promise to treat you and your family with the respect and dignity you deserve as we work with you to help you obtain the goals you seek.
For more information on how Stefans Law Group PC can help you discover the confidence that comes from a well-planned estate, you can contact our law office at 516-535-9830 or visit our website to schedule a free consultation.
*Registered representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Cetera Financial Networks does not offer tax or legal advice.
Legal and tax services are offered through Stefans Law Group and Summit Tax Advisors.
Attorney Donna M. Stefans
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.
Jurisdictions:
- New York, 2000
- Florida, 2001
Education:
- Touro College Jacob D. Fuchsberg Law Center, Huntington, New York, 1999
- J.D.
- University of Scranton, Scranton, Pennsylvania, USA, 1993
- B.S. Finance
Professional Memberships and Achievements:
- Summit Tax Advisors, Inc. (President)
- Alzheimer’s Association, Long Island Chapter, Board of Directors (Member)
- Financial Planning Committee (Vice-Chairwoman)
- National Academy of Elder Law Attorneys (Member and Active Participant)
- National Academy of Special Needs Planners (Member and Active Participant)
- Financial Services Institute (Member and Active Participant)
- Financial Planning Association (Member and Active Participant)
- Nassau County Bar Association (Member and Active Participant)
- Suffolk County Bar Association (Member and Active Participant)