•    Founder and lead Estate & Elder Law attorney at Stefans Law Group PC.
    •    President of Summit Tax Advisors, Inc.

Donna Stefans has over 20 years of experience in Elder Law, Estate Planning, Geriatric Care Management, Special Needs Planning, Retirement Income Planning, Medicaid optimization and Income Tax & Asset Management, giving her the ability to create and maintain holistic life-care plans for clients – from birth to legacy.

Ms. Stefans is also the President of Summit Tax Advisors Inc., a full service personal, business, trust accounting, income tax, and consulting practice.  She has over 24 years of experience in retirement planning, asset protection planning and wealth management and is currently a Registered Investment Advisor with Cetera Advisor Networks LLC and is an Accredited Investment Fiduciary (AIF).

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

Ms. Stefans is currently the Chair of the New York State Bar Association, Elder Law section, Financial Planning Committee.
 

Ms. Stefans 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, and the Nassau and Suffolk County Bar Associations.

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.

Concentrations, Designations and Education
    •    Accredited Investment Fiduciary (AIF)
    •    Licensed to practice law in Florida and New York.
    •    Investment Advisor Representative 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
Professional Associations and Memberships
    •    New York State Bar Association
    •    Suffolk County Bar Association
    •    Nassau County Bar Association
    •    The Florida Bar
    •    Alzheimer’s Association – Board Member
Affiliations
    •    Lawyers of Distinction 2018
    •    Lead Counsel
    •    Elder Care Matters Alliance
    •    NAELA – National Academy of Elder Law Attorneys
    •    NCPC – National Care Planning Committee
    •    Academy of Special Needs Planners
    •    ElderLawAnswers
    •    NAIPC – National Aging in

*Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity. Law and Tax services are offered through Stefans Law Group and Summit Tax Advisors.

Firm Description

Stefans Law Group's unique, holistic, Life Care Planning model helps client's achieve lasting security and peace of mind.  Our professional team of attorneys, certified financial planners, and tax experts work together to maximize your assets, protect your loved ones, and preserve your legacy for generations to come.

We design and implement legal strategies that focus on protecting your hard-earned assets, maximizing your government and Medicaid benefits, and aligning your retirement income distribution strategy with your needs and goals. We integrate thorough estate planning --including asset protection trusts, health care directives, and powers of attorney, and related financial planning, retirement income distribution strategies, and tax implications so you can achieve lasting security and peace of mind. We focus on holistic asset protection planning for your needs and your loved ones care needs.

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