Your Trusted Source for Estate & Medicaid Planning
Founded in 2003, DeFio Law Firm is dedicated to providing clients with the knowledge and supervision needed to produce the best results for their legal matters. Our firm, with offices in both Syracuse and Baldwinsville, NY, has extensive experience in estate planning, Medicaid asset protection planning, business succession planning, and residential real estate.
Our Team Is Here When You Need Us Most
At DeFio Law Firm, we operate on the belief that lawyers should not only be advisors but also educators, working to empower our clients with multiple sources of information. As lawyers, it’s our job to provide the documents and guidance that fits their individual needs.
To learn more about us, check out our Estate Planning and Medicaid Planning services or contact us today.
Estate Planning – Wills, Trusts and Beyond
From the simple Will needed to name guardians for minors to the complex tax ramifications of transferring a family business to the next generation, the experienced professionals at DeFio Law Firm can show you the best way to plan your estate and prepare the right documents for your needs.
Medicaid Planning, Asset Protection Planning
With estate taxes affecting less than 1% of American families, the biggest exposure any estate has in today’s world is the extraordinary high cost of long term care. The staff at DeFio Law Firm are experienced in creating complex medicaid asset protection trusts in order to protect those assets for future generations.
See What Our Clients Say
– “Dan makes estate planning easy to understand. He is not an attorney that watches his “billing clock” which I loved. Very helpful to me and my family and made it simple to adjust things as life changed for us. HIGHLY RECOMMEND!!”
“As Executrix of my brother’s Estate, I was pleased to have Attorney Dan DeFio assist me with the probate process and closing sale of the home. Because of Dan’s extensive experience, he is knowledgeable and recommends what is best for his client. His paralegal, Pam, is also tops. She answered my many questions and kept me updated. They are both kind and fun and make a wonderful team.”
“As a Real Estate Agent, my Seller introduced me to DeFio Law Firm PLLC as she already had a relationship with them on a previous transaction. I have to say this transaction was by far the best and easiest I have ever experienced! Dan DeFio and his Paralegal Lisa Dorsey always greeted and responded to us with high energy and efficiency; they made this whole transaction seamless and even fun! I am definitely going to refer future clients their way”
Matthew Z Lawrence
“We recently had Dan draw up a new will for us. Since we did this during the pandemic, we couldn’t meet in his office but rather did it all by email and zoom. He made everything so easy and guided us through all the paperwork. He made sure we understood what we were signing. We would highly recommend him for your estate planning.”
“Closed on my mother’s house who recently passed away. As the trustee I needed to find a real estate lawyer I was comfortable with. This law firm took care of everything in a month. I can’t say how smooth they made this happen, especially Lisa who was in constant communication as needed. Use this law firm!”
“I had such a great experience working with DeFio Law Firm PLLC! They made the process of closing on my home stress-free. I would highly recommend them to anyone. I would not use anyone else!”