Stefans Law Group PC

Attorney Donna M. Stefans, Esq., AIF®

Donna Stefans is the founder and lead attorney at Stefans Law Group PC with over 23 years of experience in Elder Law, Estate Planning, Special Needs Planning, Retirement Income Planning, Medicaid optimization, and Income Tax & Asset Management. Her unique expertise allows her to create and maintain holistic life-care plans for clients - from birth to legacy.

Ms. Stefans is frequently sought after to speak at many events and seminars such as Alzheimer's Association of Long Island, the NCCPAP annual Accounting & Tax Symposium, Financial Planning Association of Long Island, Cetera, local senior centers, as well as many networking events.

Ms. Stefans is currently an Investment Advisor Representative (IAR) with Cetera Advisor Networks LLC, where she is an Accredited Investment Fiduciary (AIF) and holds her Series 65 with over 30 years of experience in retirement planning, asset protection planning, and wealth management.

As a council member of the Cetera Financial Group Diversity & Inclusion Council, she advocates for sustainable, systematic change to create a special culture and community that embraces diversity, champions equity, welcomes inclusion, and nurtures belonging.

She is also currently a member of the Board of Directors of the Long Island Chapter of the Alzheimer's Association and spends much of her free time working with people who have Alzheimer's, Dementia, and other special needs.

Ms. Stefans serves as the Chair of the New York State Bar Association, Elder Law Section, Financial Planning & Investment Committee, focused on educating attorneys on estate planning and elder financial advisory concepts. She participates in the: National Academy of Elder Law Attorneys, National Academy of Special Needs Planners, National Aging in Place Council, Financial Services Institute, Financial Planning Association, and the Nassau and Suffolk County Bar Associations.

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

Ms. Stefans' passion is helping to advocate and educate both attorneys and individuals in the ever-changing world of Elder Law, Estate Planning, and planning for all aspects of a person's financial life. Her experience as an attorney and extensive taxation knowledge gives her the tools to help individuals accomplish their estate planning goals and financial needs.

Bar Admissions:

• New York, 2000
• Florida, 2001

Professional Memberships and Achievements:

• New York State Bar Association, Elder Law section, Financial Planning & Investment Committee (Chair)
• Suffolk County Bar Association (Member and Active Participant)
• Nassau County Bar Association (Member and Active Participant)
• The Florida Bar
• Alzheimer’s Association (Board Member)
• HorseAbility – Center for Equine Facilitated Programs (Board Member)

Education:

• Touro College Jacob D. Fuchsberg Law Center, Huntington, New York, 1999
  • J.D.
• University of Scranton, Scranton, Pennsylvania, USA, 1993
  • B.S. Finance

Pro Bono Activities:

• Horseability, Board Member
• Broadlawn Health Partners, Board Member
• National Aging in Place Council, Member and Active Participant
• Long Island Chapter of the Alzheimer’s Association, Member, Board of Directors
• National Academy of Special Needs Planners, Member and Active Participant

Attorney Karen Muir Young, Esq.

Bar Admissions:

• New York
• U.S. District Court Eastern District of New York
• U.S. District Court Southern District of New York

Specialties and Certifications:

• Conference Facilitator, Institute of Restorative Practices and an Unemployment Action Advocate

Professional Memberships and Achievements:

• Suffolk County Bar Association (Active Member)
• New York State Bar Association (Active Member)

Education:

• Touro College Jacob D. Fuchsberg Law Center, Huntington, New York
  • Juris Doctor
  • Honors: Environmental Law Society, President
  • Honors: National Environmental Moot Court Competition, Quarter Finalist
  • Honors: Best Oralist 2 of 3 Rounds
• Long Island University, CW Post College
  • Bachelor of Fine Arts
  • Major: Arts Management

Pro Bono Activities:

• American Heart Association, Heart Walk, Volunteer
• American Heart Association, Heart Walk, Lead

Attorney Christina Sammartino Esq.

Bar Admissions:

• New York
• New Jersey

Professional Memberships and Achievements:

• Nassau County Bar Association 

Education:

• Pace University School of Law
  
  • J.D.
• Hofstra University
  
  • B.S. Legal Studies

­­­Attorney Mirdalie Charles

After earning her Bachelor of Arts in Political Science from Providence College, Mirdalie Charles obtained a Master’s degree in Criminal Justice. Shortly thereafter, Mirdalie obtained her law degree from the Maurice A. Deane School of Law at Hofstra University. She is admitted to practice law in the state of New York. Mirdalie focuses her practice of law on estate planning and trust and estate administration. Mirdalie chose to practice in this area of law because she believes in the importance of planning for the future and taking care of loved ones. 

Bar Admissions:

• New York

Education:                                         

• Maurice A Deane School of Law at Hofstra University, J.D.
• John Jay College of Criminal Justice
  • Master of Arts, Criminal Justice
• Providence College
  • B.S., Bachelor of Arts in Political Science

Professional Memberships and Achievements: 

• Nassau County Bar Association  
• New York State Bar Association

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