Providing Compassionate Services

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 516-692-2744 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, Esq., AIF®profile

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.

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.profile

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

 

Office Locations

Dix Hills Office
24 Highland Boulevard
Dix Hills, NY 11746

Holbrook Office
121 Colony Drive
Holbrook, NY 11741

Nesconset Office
207 Smithtown Boulevard
Nesconset, NY 11767

Woodbury Office
137 Woodbury Road
Suite 2
Woodbury, NY 11797

Since 1997, the "Lead Counsel Verified" status has been granted to attorneys who possess:

  • The Right Professional Experience
  • A Spotless Record

The following attorneys at this firm are Lead Counsel Verified:

Donna M. Stefans

Donna M. Stefans

This attorney is Lead Counsel Verified in the following practice areas:

Practice Area Year
Elder Law Since 2008
Estate Planning Since 2008
Practice Area Year
Elder Law Since 2008
Estate Planning Since 2008
For Attorneys:Download Lead Counsel Badge

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