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.
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.
Tell us about your special needs issue and we will put you in touch with Donna Stefans Esq., AIF