About Donna
Donna M. Stefans is the founder and lead attorney at Stefans Law Group PC, a firm dedicated to estate planning, elder law, and special needs planning. Established with a vision to provide comprehensive life-care planning, the firm assists clients from birth through legacy. With over 25 years of experience, Ms. Stefans developed her skills in navigating complex legal fields, ensuring that her clients receive tailored solutions that meet their needs. In 1999, Ms.
Stefans earned her Juris Doctor from Touro College Jacob D — Fuchsberg Law Center, a pivotal step that laid the foundation for her legal career. Prior to this, she obtained a Bachelor of Science in Finance from the University of Scranton in 1993, equipping her with a robust understanding of financial matters. Admitted to practice law in New York in 2000 and Florida in 2001, she is known for her expertise in both states. This lets the attorney serve clients effectively. Beyond her legal qualifications, Ms. Stefans is an Accredited Investment Fiduciary (AIF) and serves as an Investment Advisor Representative with Cetera Advisor Networks LLC.
Her Series 65 license further shows her proficiency in retirement planning, asset protection, and wealth management. This multifaceted expertise enables her to offer clients a approach to their financial and legal needs, ensuring that they are well-prepared for the future. Ms. Stefans is actively involved in several professional organizations, reflecting her commitment to the field. She serves as the Chair of the Financial Planning and Investment Committee of the New York State Bar Association's Elder Law and Special Needs Section. Additionally, her role on the Board of Directors of the Long Island Chapter of the Alzheimer's Association highlights her dedication to addressing the challenges faced by individuals and families affected by Alzheimer's disease.
Her involvement with HorseAbility, an organization that enhances the lives of people with special needs through therapeutic interactions with horses, further illustrates her focus on community service. Stefans Law Group PC offers a comprehensive range of services, including estate planning, elder law, asset protection, estate administration, and special needs planning. The firm operates multiple offices across Long Island, with its main office located at 137 Woodbury Road, Suite 2, Woodbury, NY 11797. Ms. Stefans is frequently invited to speak at various events and seminars, including those hosted by the Alzheimer's Association of Long Island and the NCCPAP annual Accounting & Tax Symposium. Her contributions to the Financial Planning Association of Long Island further establish her as a respected thought leader in her field, making her a sought-after speaker and resource for both clients and colleagues alike.
