Testimonials

What People Are Saying

Jamie Martin

Clancy and Associates handled my estate planning, which included planning for a child with special needs. They know all the right questions to ask so you can fully prepare your estate without missing a thing. I highly receommend Katie and her team

Tim Lankford

Katie and her team of professionals are not only experts in their field but have personal experiences that bring forth their understanding, compassion, intimate knowledge. I was impressed with their timely response and turnaround as well and highly recommended them.

Carol Dimas

As the head of an Advocacy firm, I often refer Clancy and Associates to our families. The response is always extremely positive. Katie is one of the smartest and most dedicated individuals to improving the lives of those with disabilities. She has assembled an incredible team of experts to help with all the needs of our families. I highly recommend them.

Stephanie Clark

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 then 13-year-old. 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.

Rebecca Denman

Katie and her team are our go-to for all things related to special needs planning. They take their time and provide excellent care and services.

Marisol Garcia

The Law Firm of Clancy and Associates assisted us in creating a Will, a special needs Trust, Guardianship, and applying for SSI for our special needs daughter. Katie met with us every step of the way and provided excellent advice. There was so much we did not know. My husband and I could not wrap our heads around it even while attending special needs seminars to ensure we didn’t miss out on the benefits available for our daughter. We were concerned we were behind in obtaining what was necessary to ensure a secure future for our daughter. The Law Firm helped us understand the process and we had a sense of relief in handing it over to help us manage through it. Our daughter was also approved for SSI during the initial process without having to appeal. They have been available to provide additional guidance to us as a family throughout the years.

Lisa Konick

Katie is a trusted professional colleague who is committed to helping her clients better prepare for a successful and comfortable future. She is very knowledgeable in the special needs arena and well-connected to a solid group of talented professional in the field. I highly value her as a trusted referral source for my clients.

Steve Bilski

I am Very Satisfied with Clancy And Associates! I was Very Nervous about planning for my Future! My son has Special Needs! Katie Clancy listened to all my concerns and told me about my options! She was professional and handled my estate in a timely fashion.

“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!”

Jane M., Isabel's mom

“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 Cruz Family

“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.”

Linda P.

“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!”

Jay H.

“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.”

R. Hafner

“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