Donna M. Stefans, Esq., AIF®

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

Donna Stefans is the founder and lead attorney at Stefans Law Group PC with over 23 years of experience in Elder Law, Estate Planning, Special Needs Planning, Retirement Income Planning, Medicaid optimization, and Income Tax & Asset Management. Her unique skill set allows her to create and maintain holistic life-care plans for clients – from birth to legacy.

Ms. Stefans is frequently sought after to speak at many events and seminars such as Alzheimer's Association of Long Island, the NCCPAP annual Accounting & Tax Symposium, Financial Planning Association of Long Island, Cetera, local senior centers, as well as many networking events.

Ms. Stefans is currently an Investment Advisor Representative (IAR) with Cetera Wealth Services, LLC., where she is an Accredited Investment Fiduciary (AIF) and holds her Series 65 with over 30 years of experience in retirement planning, asset protection planning, and wealth management.

As a council member of the Cetera Financial Group Diversity & Inclusion Council, she advocates for sustainable, systematic change to create a special culture and community that embraces diversity, champions equity, welcomes inclusion, and nurtures belonging.

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

Ms. Stefans serves as the Chair of the New York State Bar Association, Elder Law Section, Financial Planning & Investment Committee, focused on educating attorneys on estate planning and elder financial advisory concepts. She participates in 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.

She is also the President of Summit Tax Advisors Inc., a full-service personal, business, trust accounting, income tax, and consulting practice.

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. Her experience as an attorney and extensive taxation knowledge gives her the tools to help individuals accomplish their estate planning goals and financial needs.

Concentrations, Designations and Education

• Accredited Investment Fiduciary (AIF)
• Licensed to practice law in Florida and New York.
• Investment Advisor Representative with Cetera Wealth Services, LLC.
• Series 7 & 63 & 65 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
• Leadcounsel.org
• 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 Place Council

Securities offered through Cetera Wealth Services, LLC. member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 

The Stefans Group encompasses Summit Wealth Advisory Associates, Stefans Law Group, and Summit Tax Advisors. Legal services offered by Stefans Law Group. Tax services offered by Summit Tax Advisors. Legal and tax services offered separately from Cetera Wealth Services, LLC, which does not provide legal or tax advice.

^{Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC. or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC.}