“We put off pursuing a special needs trust for our son for years, mainly because we convinced ourselves it would be such a daunting and complicated process. Katie was recommended to us through an organization that services young adults with Autism, so we felt confident that she might understand the journey we’ve been traveling. When we first sat down with Katie, we immediately knew she would be the best person to guide us through what we thought would be an arduous process. The word that best describes our experience is safe. We felt safe with Katie. She provided wise council and many resources to assist in making difficult decisions. All aspects of the process were presented in an organized and systematic way. Katie guided us through the process, which had previously seemed so overwhelming and complicated, in a way that was concise, clear and easy to understand. Most importantly, we trusted that Katie understood our concerns as parents raising a young man with Autism. We walked out of her office feeling confident we had coordinated the best plan for our son’s future, and highly recommend her services to anyone looking for an experienced guide to walk them through the estate planning process.”
Katie's work as a Special Needs Planning attorney evolved from her early background in Estate Planning Law, as she began to represent families who had loved ones with special needs. After then becoming a Mom to a child with special needs in 2009, she decided to devote her legal career to empowering families in the special needs community. Katie does this by guiding parents through the decisions they face as their child grows and reaches certain milestone years and life events, and offering options to address each challenge along the way. Katie has built a robust network with other professionals in the special needs community so she can connect her clients to the other unique resources they need without delay. Her approach to Special Needs Planning is forward-thinking, all-encompassing, and always with a parent's perspective and deep compassion.
Katie is a Member of the Academy of Special Needs Planners. Prior to starting Clancy & Associates, Ltd. in 2001, Katie was an associate with the Chicago law firms of McDermott, Will & Emery, and Drinker Biddle. Katie also completed two internships with The Federal Reserve Bank of Chicago. Katie was a judicial extern for Federal Judge Ronald Guzman of the U.S. District Court for the Northern District of Illinois. Katie is licensed to practice law in Illinois and Wyoming.
Katie is an expert and frequent speaker at parent support groups, local and national disability organizations, and therapeutic schools on the topic of special needs trusts and life planning, government benefits, ABLE accounts, and financial planning for special needs families. As a special needs planning attorney, member of the Academy of Special Needs Planners, and parent, Katie is passionate about providing guidance to special needs parents on formulating plans for your child’s financial future. As a parent of a special needs child, her first-hand knowledge in understanding the stress and concerns of special needs children and parents make her uniquely qualified to offer practical, sound advice in navigating complex planning issues. She has presented for Easter Seals, Turning Pointe Autism Foundation, Loyola University at Chicago’s Mustard Seed Project, Elmhurst Parents Support Group, Spot On Therapies, LLC, Aspire, the Informed Parent Series, and more. In addition, she participates in numerous special need resource fairs. See our events page for upcoming dates. If your organization would like to have Katie speak, please contact us.
Katie earned her law degree from the John Marshall Law School in Chicago with a Concentration in Benefits Law from the School’s Masters of Law Program. She received her Bachelor of Arts in Humanities and Business Administration from Saint Mary’s College in Notre Dame, Indiana.
In her spare time, Katie loves to hike in the mountains with her husband, son, and yellow labrador retriever, read, play tennis as a member of USTA, Division 3 NITTL, and the US Masters Swimming Association. Her favorite “lawyer” movies are “A Few Good Men”, “Adam’s Rib”, and though not really a lawyer movie, “Shawshank Redemption.”
Read more about Katie Clancy in the EPWNG (Exclusive Professional Women's Networking Group) member spotlight.