Our Experience

Our Experience

Daniel N. DeFio, Esq.

Dan is the founding member of the DeFio Law Firm, PLLC. Dan earned his undergraduate degree in Accounting from Oswego State University. Building on his accounting experience, Dan continued his studies at Albany Law School, where he graduated cum laude in 1998, where he earned an honors concentration in the field of Estate Planning. Dan was also a recipient of the membership in the Justinian Society and served as Vice President of the Student Bar Association.

Prior to attending law school, Dan worked extensively in both the Accounting and Insurance Industries, earning recognition by the Syracuse Chapter of the New York State Society of CPAs for outstanding achievement in the field of accounting. Before founding his own firm, Dan
worked for a larger law firm where his practice was focused exclusively on the estate, tax, business succession and asset protection planning needs of the firms clients.

During his nearly 20 years of practice, Dan has represented a wide variety of clients. This experience includes overseeing the successful transition of a family business using complex trust arrangements to minimize taxes, trust arrangements for minor children, asset protection planning to avoid nursing home expenses and both complex and simple real estate transactions.

Dan founded the firm with belief that lawyers should not only be advisors, but educators. Today, clients are more highly educated and have access to multiple sources of information. Dan’s philosophy is that a lawyer’s job is not to order his clients what to do, but to provide them with the information in
understandable terms and guide them through the maze of complex law so they can make the right decisions for themselves and their family.

We are proud to offer the following legal services to our clients

Business Succession Planning

Real Estate

When you work with DeFio Law Firm, we will provide personalized service and a thorough explanation of everything we do. We are a firm that does not believe in cookie cutter documents or one size fits all services. We believe it’s of utmost importance to not only make sure our clients have the right documents for their needs, but that they fully understand these documents.

Real Estate Law

DeFio Law Firm also has an extensive team dedicated to assisting clients in the sale or purchase of residential and commercial real estate. This allows us to service our clients better in the majority of cases where real estate comprises a portion of a client’s estate.

To learn more about DeFio Law Firm or to schedule a FREE NO OBLIGATION consultation, contact us today by calling