STEFANS LAW GROUP PC - Key Persons
Amy is a dedicated Paralegal on our staff, bringing a wealth of experience from over 10 years of service with the Postal Service. Motivated by a passion for the legal field, she embarked on a new educational journey and is currently pursuing her undergraduate degree at SUNY Canton. Amy's major in Legal Studies reflects her commitment to gaining comprehensive knowledge in the legal field. With aspirations of becoming an attorney, she combines her practical experience with academic pursuits, showcasing a determination to excel in the legal profession.
Practice Areas
Elder Law
Job Titles:
- Medicaid Specialist, CSSD
Donna Stefans is the founder and lead attorney at Stefans Law Group PC with over 25 years of experience in Elder Law, Estate Planning, Special Needs Planning, Retirement Income Planning, Medicaid optimization, and Income Tax & Asset Management. Her unique expertise 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 Advisor Networks 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.
Her 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. Ms. Stefans' experience as an attorney and extensive taxation knowledge gives her the tools to help individuals accomplish their estate planning goals and financial needs.
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 and spends much of her free time working with people who have Alzheimer's, Dementia, and other special needs. Donna is also a board member of the National Academy of Elder Law Attorneys NY Chapter, a community of attorneys who specialize in handling legal issues affecting people as they age and those with 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 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.
Education
Touro College Jacob D. Fuchsberg Law Center, Huntington, New York
J.D. - 1999
University of Scranton, Scranton, Pennsylvania
B.S. Finance - 1993
Job Titles:
- Marketing & Event Coordinator
Karen Muir Young is admitted to practice in the State of New York, Second Judicial Department and the United States District Courts for the Southern and Eastern Districts of New York. Ms. Muir Young spent five years practicing in a general litigation firm representing clients in probate, intestate, guardianship, matrimonial, family, criminal, foreclosure, modification, bankruptcy, consumer debt, landlord tenant, real estate, discrimination, traffic, and civil litigation matters. She has extensive experience both in the courtroom as well as in mediation proceedings. She is also an active member of the New York State Bar Association and Suffolk County Bar Association.
Ms. Muir Young graduated from Touro Law Center with a Juris Doctor degree, and from Long Island University at CW Post College with a Bachelor of Fine Arts degree in Arts Management. At Touro Law she was president of the Environmental Law Society. She was also a quarter finalist in the National Environmental Moot Court Competition and was awarded best oralist 2 of 3 rounds. While attending law school Ms. Muir Young interned with the Huntington Town Attorney's office, became a Certified Conference Facilitator for the Institute of Restorative Practices and an Unemployment Action Advocate.
Before attending law school, Ms. Muir Young was the Director of Marketing and Technology at a 35 million dollar corporation where she funded and oversaw all marketing activities. Ms. Muir Young also volunteered, lead, and organized two annual teams for the Heart Walk, which is the American Heart Association's annual premiere fundraising event.
Education
Touro College Jacob D. Fuchsberg Law Center, Huntington, New York
Juris Doctor