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Donna M. Stefans
About Donna
Biography
Donna Stefans is the founder and lead attorney at Stefans Law Group, PC. She has over 17 years of experience in elder law, estate and asset protection planning, estate administration, geriatric care management, special needs planning, guardianship, elder law abuse and neglect, retirement income planning and Medicaid optimization.
Ms. Stefans is also the President of Stefans Associates, Inc., a full service personal, business, and Trust, Income Tax and Accounting practice.
The third major part of Ms. Stefans’ practice is capital management and investments. She has over 24 years of experience in retirement planning, asset protection planning, and wealth management.
She is currently a Registered Investment Advisor with Cetera Advisor Networks LLC, and is an Accredited Investment Fiduciary (AIF). She is also licensed to practice law in New York and Florida.
Practice Areas
5
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Florida for 25 years
State: Florida
Acquired: 2001
No misconduct found
Licensed in New York for 26 years
State: New York
Acquired: 2000
No misconduct found
Location
Law Offices of Donna M. Stefans
137 Woodbury Rd, Woodbury, NY, 11797-1410
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Donna M. Stefans's Reviews
Avvo Review Score
2 Client Reviews
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Practice Areas
Showing 1 - 2 of 2 reviews
Posted by Barry Levine | July 15, 2024 | Hired Attorney | Estate Planning
Great team
She and her team created health and financial documents for our entire family. Healthcare proxies, living wills, last will & testament, trusts. Each family member had different needs and each got the custom plan needed for their circumstances. Very good team, not just depending on a single person...
Posted by anonymous | September 08, 2010 | Estate Planning
Elder Law and Tax Attorney
Donna Stefans is an excellent Attorney who pays 100% to detail and calls you back when ever you are in need of legal advise. She does an excellent job with any Estate or Tax issue you might have. If your loved one is elderly, you can surely depend on Donna Stefans to guide you through the process.
Donna M. Stefans's Lawyer Endorsements
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Experience
Associations
2017 - Present
Alzheimer's Association, L.I. ChapterBoard Member
Horseability
Board Member
New York State Bar Association, Elder Law Section
Special Needs Planning Committee
Education
N/A
Touro College - Jacob D. Fuchsberg Law Center
JD - Juris Doctor
N/A
University of Scranton
Languages
English