“Hot Topics” - Trusts, Asset Protection, Medicaid & Estate Planning Update

    April 22, 2021
    9:00 AM - 10:15 AM
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    "Hot Topics"
    Trusts, Asset Protection, Medicaid & Estate Planning Update 

    This presentation will guide your clients and their famlies through the senior years of
    Estate & Asset Protection planning. 

    The information shared will assist in making educated decisions on whether a Last Will and Testament or Living Trust is best.  We will also discuss everything you need to know about protecting assets, gifting to children and Medicaid planning updates.  

    one CE Credit

     

    Presented by:  Donna Stefans, Esq.
    In addition to being the lead Estate and Elder Law attorney at Stefans Law Group, Donna Stefans is the President of Summit Tax Advisors.  She is also an Investment Advisor Representative with Cetera Network Advisors LLC.

    Donna Stefans' practice focuses on providing services for Elder Law & Estate Administration, Special Needs Estate Planning, Asset Protection Planning, Retirement Income Planning, Income Tax Preparation and Estate Tax Planning.  Her experience as an attorney, with an extensive knowledge in taxation, gives her the tools necessary to help individuals accomplish their estate planning goals and financial needs. 

    Ms. Stefans is the Vice Chair of the New York State Bar Association, Elder Law section, Financial Planning Committee.  She 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.  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. 

    *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 located at 137 Woodbury Road, Woodbury, NY 11797

    Member:  $18
    NOn-Member: $36

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