“We came to Clancy and Associates amid much personal turmoil and strain. They have been the calm within the storm, helping to allay all my concerns about preparing for my daughter’s future, and guiding us carefully along each step on the path. I am so grateful for the peace of mind they have provided, and my daughter is in love with Katie’s whole team!”
“I am so thankful that Clancy & Associates is helping our son Alex, who has Autism and just turned 18.
Clancy & Associates helped us strategize the many steps we needed to take. From a special needs trust to guardianship, and now SSI, Katie and her team made sure we had everything we needed to navigate Alex’s transition to adulthood. Thank you to everyone in the firm!”
“The transition to adulthood for someone with special needs is especially challenging. Katie Clancy and her team at Clancy & Associates were able to thoroughly explain and help with a multitude of concerns including estate planning, wills, and a special needs trust.
My husband and I greatly appreciated Katie’s insight and compassion in planning and preparing for the future needs of our child.”
“My progressive disability caused my sudden retirement and need to plan support services and benefit eligibility. Katie Clancy and her team were my knights in shining armor. Her immense compassion and knowledge was always on display (and amazing) as she navigated me through SSDI, Medicare, Independent Living Housing and GoFundMe administration. She made me feel safe when I faced so many unknowns. Clancy and Associates is the best!”
“The firm of Clancy and Associates made the process of guardianship with my son seamless. The individuals working with me were always informative, knowledgeable, professional, and invested in my son’s needs. I have already suggested this firm to my friend that will be going through this process soon. Thank you for a positive experience.”
“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.”
“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.”
“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.”