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Donna Stefans Esq., AIF

Stefans Law Group PC

Donna Stefans Esq., AIF

Stefans Law Group PC

Donna Stefans Esq., AIF

Stefans Law Group PC

    •    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 a board member of HorseAbility, an established organization that improves the lives of people with special needs through therapy programs utilizing interactions with horses. She is also 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
    •    HorseAbility – Center for Equine Facilitated Programs – 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.

 

Hours

Day From To
Sunday By Appointment Only
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM
Saturday By Appointment Only

Cost

What Is an Elder Law Attorney?

Main Office

137 Woodbury Road
Woodbury, NY 11797

On the web

View Firm Website


Medicaid 101
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

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How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

READ MORE
How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

READ MORE
Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

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Estate Recovery: Can Medicaid Take My House After I’m Gone?

If steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.

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Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.

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Are Adult Children Responsible for Their Parents’ Care?

Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

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Applying for Medicaid

Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

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Alternatives to Medicaid

Medicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.

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ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

READ MORE
Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

READ MORE
Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

READ MORE
Long-Term Care Insurance

Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

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Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

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Retirement Planning

We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

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Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

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Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

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Special Needs Planning

Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

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Veterans Benefits

Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

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