Donna M. Stefans, Esq., AIF®

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

Donna Stefans has over 17 years of experience in Elder Law, Estate Planning, Retirement Income Planning, Income Tax, asset management and capital investment, 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, and trust accounting, income tax, and consulting practice. She is currently an Investment Advisory Representative 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 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. Prior to this, she was a board member of Broadlawn Health Partners, a home healthcare agency. She is also the Vice-Chairwoman of the 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. She is also a recognized AARP legal services provider.

Concentrations, Designations and Education

  • Accredited Investment Fiduciary (AIF)
  • Licensed to practice law in Florida and New York.
  • Registered Investment Advisor 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

Affiliations

*Securities and advisory services are offered by Registered Representatives through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Law and Tax services are offered through Stefans Law Group and Summit Tax Advisors.

Get the best elder law guidance in New York and Florida.

Marilyn Stefans, EA, CFP®

Owner & Registered Representative, Summit Advisors of Long Island Inc.

As a Registered Representative of Cetera Advisor Networks LLC, Marilyn Stefans offers full investment services and asset management with consideration of tax and other financial implications. Marilyn Stefans’ tax practice focuses is on individual and small business tax preparation and planning. Marilyn Stefans strives to integrate investment and tax services for her clients’ financial success.

Her licenses and designations include:

  •  M.B.A. Finance and Banking, Adelphi University, Garden City, NY
  •  Series 7 , 24 ,63 and 65 securities registrations
  •  CERTIFIED FINANCIAL PLANNER™ professional
  •  Federally Authorized Tax Practitioner (E.A.). Qualified to practice before the Internal Revenue Service
  •  Life, Accident and Health Insurance licenses

Professional experience includes:

  • Adjunct faculty member, teaching Taxation and Financial Planning courses at CW Post College of Long Island University.
  • Extensive experience in Consumer and Small Business lending (Mortgage and Loans) as an Administrative Consultant at the former NatWest Bank.

*Securities and advisory services are offered by Registered Representatives through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Law and Tax services are offered through Stefans Law Group and Summit Tax Advisors.

Karen Muir Young, Esq.

Karen 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.

Ms. 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 has spent the past 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 Suffolk County Bar Association.

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.

Bar Admissions and Associations:

  • New York
  • U.S. District Court Eastern District of New York
  • U.S. District Court Southern District of New York
  • Suffolk County Bar Association

Bonnie L. Kujan, Paralegal

Bonnie L. Kujan is an Elder Law Specialist and Paralegal at Stefans Law Group. Ms. Kujan has been in the legal field for over 30 years, beginning her career as a legal secretary in 1987.  Her love of law motivated her to become a Paralegal.  She has worked in many different areas of law, including: personal injury, real estate, landlord/tenant, elder and estate planning, and trust and estate Administration, and litigation.

In addition to the being a Paralegal, Bonnie is a member the American Legion and currently a member of the St. Judes Gold Coast Cares Board for their gala event hosted on Long Island, and new member of Habitat for Humanity.

In her spare time, Bonnie enjoys gardening, reading and spending time on her boat or kayak.

Gina Aiello, Geriatric Care Consultant

Gina Aiello is a Licensed Social Worker who received her Master’s Degree in Social Work from Adelphi  University in 1993. She is a member of the National Association of Social Workers.

Having worked in the nursing home industry since 1989, Gina has a strong affiliation with the needs of the elderly, their families and their caregivers.  As a social worker, Gina is compassionate to the uncertainty that families face while trying to keep a loved one in their home or addressing the needs of nursing home placement. As an advocate, Gina attends ongoing Nurse evaluations for the elderly to make sure their needs are met in regards to their level of care.

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