Who is Deena Coppotelli?
Deena Coppotelli is a Paralegal for AEGIS Professional Services and the key assistant to Steven B. Spewak. Deena joined the Steven’s team in 2002 and serves as the chief liaison between Steven and his clients. Whatever a client may need, whether it is additional information, delivery of documents, an unexpected urgent need to meet with Steven, or anything else, Deena gets it done. Deena prides herself on ensuring that clients feel they have had a positive experience working with AEGIS Professional Services and that they have gotten the personal attention they deserve.
Deena previously ran the daily operations of the Estate Planning Strategies firm as the Client Services Coordinator, She planned and scheduled all firm events, including programs for other professionals and for clients.
Deena earned her B.A. degree from Southern Illinois University. She is committed to community service, volunteering with the local Women’s Crisis Center and the Humane Society. She was also previously involved as a Board Member in a non-profit organization where all proceeds benefit single parent scholarships at one of the local community colleges. In her free time, Deena spends time with her husband, James, and enjoys running in 5K races, golf, tennis, cooking and reading.
From the AEGIS Blog, Podcast, and News
The most important basics of an estate plan are five things. A will or what is referred to as a revocable trust or a living trust (which is a substitute for a will). This is [...]
Our general advice is that provided children are old enough to understand and certainly with a spouse or other life partner, the plan should be discussed with them. Nothing leads more to family conflict and [...]
More often than not, they set up an estate plan because there’s been some kind of occurrence, whether a serious health problem that made them start thinking that they don’t have anything in place, the [...]
Estate planning is planning that protects yourself, your loved ones and your legacy in the event you become incapacitated during your lifetime and when you die. In the event of your mental incapacity, it is [...]