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.
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See What Our Clients Say
– “It is impossible to say enough good things about Mr. DeFio and the services he provides. I was extremely impressed with his knowledge, communication skills, and ability to explain things to us in an easy to understand manner. It felt like we were dealing with a life-long friend vs an acquaintance we met only a week ago. I would recommend his services to anyone without hesitation. Thank you Dan!”
Max R.
“Exceptional service for will and power of attorney needs! This attorney went above and beyond, guiding me through the process with expertise and care. Highly recommend for their professionalism and commitment. A definite 5-star experience!
”Sheila D.
“DeFio Law firm handled the closing of my mother’s home. I can not say enough about the professionalism and efficiency in working with Ann Marie Palen of the firm. Her timely attention to detail and the ease at which she made the process so effortless made the undertaking beyond manageable. I can’t say enough about the wonderful quality of work she did for us, and always with a smile. Thank you again!”
Stephan L.
“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.”
Dallas S.
“We had Dan work with us on updating my mother’s will and putting her house in trust. He was excellent, very thorough and patient. I would definitely recommend him to others.”
Susan M.
“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!”
Justin B.