Testimonials
"We are busy parents of four boys, including one with special needs. It is a joy but can also be stressful as we are dealing with issues most people do not have experience with. Having the team at Clancy & Associates (C&A), Ltd. to navigate our family through the unique world of special-needs planning was invaluable. The C&A team worked with us to create estate plans, wills, and a special needs trust for our 13-year-old Aidan. Katie Clancy is smart, trustworthy and an excellent listener. She made the process easy by gathering information in advance and clearly walking us through our options. We are so thankful to have her to guide us through this unique process. Her experience and knowledge are incomparable." – S. Clark
"We are thankful to Katie Clancy and her team for their expertise and guidance in helping us navigate and understand what could have been an overwhelming SSI application process. Their knowledge, caring, and attention to detail made a complicated process move quickly and efficiently. They have also been an immense help with guardianship and updating our special needs trust as we make sure we are doing everything we can for our son as he transitions into adulthood. Their passion for helping those in the special needs community along with their knowledge and compassion made for a great and stress free experience." - Joan and Pete K.
"In 2017, when my husband and I needed an expert with a heart in Estate and Special Needs Planning, Katie Clancy was highly recommended to us by another lawyer within the field of special needs and disabilities.
Katie provided our family Estate Planning and Special Needs Planning for our adult son. Services included: Reviewing our personal family situation, overhauling our outdated Living Trusts, establishing a separate and comprehensive Special Needs Trust, providing guidance on dividing assets when we pass on between all our children, and guidance on leaving instructions for future Trustees – a scenario that no parent wants to think about.
Our trusts - Living Trust and Special Needs Trust, are living and breathing documents, built for current and future needs. Katie is indeed a trusted advisor for our family and we highly recommend her." - The G. Family
Katie provided our family Estate Planning and Special Needs Planning for our adult son. Services included: Reviewing our personal family situation, overhauling our outdated Living Trusts, establishing a separate and comprehensive Special Needs Trust, providing guidance on dividing assets when we pass on between all our children, and guidance on leaving instructions for future Trustees – a scenario that no parent wants to think about.
Our trusts - Living Trust and Special Needs Trust, are living and breathing documents, built for current and future needs. Katie is indeed a trusted advisor for our family and we highly recommend her." - The G. Family
"Katie Clancy is a patient and knowledgeable attorney who really listened to us and allocated the time necessary to address the many questions and concerns we presented to her. She also followed up with us during our child's public benefits application process to ensure we were on track. She was extremely well organized and efficient, and truly represents the best that her profession can be.
Clancy & Associates helped us immensely in planning and preparing to meet the future needs of our disabled adult child. They assisted with updating our wills, establishing special needs trusts, and gaining access to both public and private resources available to our child. They were upfront and forthright about the costs involved for the services offered." - Ray and Laura M.
Clancy & Associates helped us immensely in planning and preparing to meet the future needs of our disabled adult child. They assisted with updating our wills, establishing special needs trusts, and gaining access to both public and private resources available to our child. They were upfront and forthright about the costs involved for the services offered." - Ray and Laura M.
"I met Katie Clancy when she spoke about special needs trust and overall life planning. Let me tell you that I could not take notes fast enough! Fast forward, I worked with Katie to execute an estate plan including a special needs trust for my son Riley. Our relationship with Katie will continue as I look to her as an invaluable resource to help us navigate life planning for our adult son." - Mary D.
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“We had the pleasure of meeting Katie Clancy who came to speak to our families here at Easterseals DuPage and Fox Valley. She presented at various times to accommodate our families’ work schedules. I found, as did the families who attended, that her presentation was clear, factual and easy to follow. She stayed and answered all questions the parents had – Katie has been a great resource to our families!"
- Sharon Pike, Parent Liaison Easterseals DuPage & Fox Valley |
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“Turning Pointe often utilizes Katie's help to guide families on their journey with autism. We refer families directly to her office and also proudly host her for informative live on-site presentations. Katie has a unique touch with clients as she is knowledgeable, but approachable and operates from a place of real passion for her work. At Turning Pointe, we are always confident in partnering with Clancy Associates and feel grateful to have her in our community."
- Carrie Provenzale, Executive Director Turning Pointe Autism Foundation |
“We put off establishing a Special Needs Trust for our son, because we were sure it would be very difficult and overwhelming. However, Katie guided us all the way through it in a professional and caring manner. She was also very helpful creating our Legal Will. We thank you, Katie, and highly recommend your expertise and legal knowledge.”
- Ken and Kathy D.
- Ken and Kathy D.
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“Katie is a wealth of knowledge, but even more so an empathetic, honest and relatable person and professional. She understands the challenges that families face and cares deeply about equipping caregivers with the information they need to be strong advocates. Katie’s presentations are thorough, user-friendly and always up-to-date. In addition to being incredibly informative, Katie’s sessions provide an opportunity for families to connect when they may have otherwise felt alone.” - Clare Killy, Aspire Manager of Inclusive Solutions
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“When you have a loved one with disabilities, it is so important to find someone who specializes in special needs Trusts and Wills and other important issues so you can plan for their future. Katie Clancy was gracious enough to come out to our Parent Support Group of parents with disabled children and adults (more than once) and take the time to explain our options and answer our questions. She was so knowledgeable and personable. She helped so many of us. I highly recommend Clancy and Associates."
- S. Linden, Director of Elmhurst Parent Support Group
- S. Linden, Director of Elmhurst Parent Support Group
“Katie Clancy was highly recommended to us by our son’s SSI Appeals Attorney. We knew it was critical for us and for our family to update our 14 year old Estate Planning and Special Needs Trust but we didn’t have the energy or appetite to go through the complicated process again. Working with Katie Clancy made all the difference. She helped us understand current government benefits that were available for our son, provided invaluable suggestions and revisions that addressed life planning needs and guidance on how to write a Letter of Intent. The whole process of updating our Estate Planning and Special Needs Trust has tremendously relieved our stress and anxiety over our son’s and daughter’s financial future and well-being.” - G. Family
“Katie is knowledgeable and easy to talk to. We can breathe easier knowing that we have a plan in place so our child with special needs will be properly taken care of when we are gone. Appointments were simple to schedule and she traveled to meet with us at our financial advisor’s office and at our home. I refer all of my fellow moms who have children with special needs to Katie.” - Bill & Lori G.
“Katie Clancy and Clancy & Associates offered my family outstanding service in setting up wills, individual trusts, and a special needs trust for our daughter. Katie has a calm, reassuring demeanor--perfect for this field of law, which touches on such emotionally fraught areas. She took the time to fully understand each family member's desired outcomes and offered us many options and insights into how to effectively assure they would be met. I highly recommend her firm!” - Patrice T.
“Katie worked with us to create a special needs trust for our son. She was a wealth of information that went far beyond the trust work she provided. Katie provided us with thoughtful counsel and was incredibly generous with her considerable resources and network to help us understand what options are available for our son’s future. I highly recommend Katie and encourage other people who have this need to use her services.” - Sue M.
"I recently met with Katie and her team to review my son’s planning (he’s 17). She had her Firm’s Benefits Specialist, IEP Attorney and Guardianship attorney all meet with me as a team to plan a strategy for supporting my child through the transition years. I felt so much better after this thorough review, I know what I need to do for my son (not guardianship), which benefits to plan for, and how to establish the record he needs to apply for SSI. Very happy and relieved. Highly recommend. Transition is much more than I thought it was. She's also the mom of a child with special needs. She gets it." - Jamie M.
"In her role as attorney representing the trust of a member of my family, Katie Clancy was essentially dropped into the middle of a complex, disordered and sometimes volatile legal situation with the directive to somehow sort it all out – and as quickly as possible.
She has masterfully done so. The deftness with which she got up to speed and handled painstaking legal details, difficult co-trustee relationships, correspondence with financial institutions and tax issues was remarkable. Not only is she fast at assessing the situation and applying her extensive legal know-how, she is also exceptionally responsive and simply a pleasure to work with.
I would highly recommend her to anyone needing an attorney to represent a trust, or for any legal matter in which she specializes." - Kelly S.
She has masterfully done so. The deftness with which she got up to speed and handled painstaking legal details, difficult co-trustee relationships, correspondence with financial institutions and tax issues was remarkable. Not only is she fast at assessing the situation and applying her extensive legal know-how, she is also exceptionally responsive and simply a pleasure to work with.
I would highly recommend her to anyone needing an attorney to represent a trust, or for any legal matter in which she specializes." - Kelly S.
"From the moment of being introduced, Ryan & I felt like we were in excellent hands with you! Building the trusts & wills for our family was definitely uncharted territory, and we had a lot of questions. Your direct, yet attentive approach helped us get through the process seamlessly. And coming to our home twice was more than accommodating, especially for new parents. It really showed your commitment to your clients & made a big difference in our busy schedules, not to mention the timely delivery of all the documentation. Thanks so much for the wonderful & through service! " - Carrie & Ryan
"Working with you has been a pleasure. You handled all of our family's probate issues in a timely manner and kept me updated. Also, because of your hard work, the estate was liquidated and closed in record time (less than 3 months). Not only are you knowledgeable and professional, but kind and caring as well. Look forward to working with you again."
- Karen C.
- Karen C.
