Katie Clancy is Of Counsel at Latimer LeVay Fyock LLC. She concentrates her practice in the areas of estate planning, special needs planning, trust and estate administration, probate, general corporate and business transactions and business succession planning.
Katie advises a wide variety of clients, including families with minor children and children with special needs, family owned or closely-held businesses, and business owners and their families relative to their personal, financial and business needs.
- John Marshall Law School, J.D., 1998
- Saint Mary’s College, B.A., 1995
- Illinois, 1998
- Wyoming, 2014
- Informed Parent Series, Founder
- Aspire Chicago Ambassador
- College of DuPage Foundation, Director
Drafts estate plans, including revocable living trusts, simple and pour-over wills, healthcare and property powers of attorney, assignments of personal items.
Advises families of children with disabilities with respect to special needs trusts, benefits planning, coordinated resources with other professionals, educational resources, transition planning.
Designs settlement and asset planning opportunities for adults commencing disability benefits.
Represents trustees, manages family negotiations to resolution and settles trust and estate matters.
Counsels business owners on general corporate matters, including businesses in the hospitality, engineering, and professional service industries.
Organizes and incorporates limited liability companies and S-corporations.
Drafts buy-sell agreements, annual minutes and annual reports.
Represents women-owned and minority-owned businesses, advising on various WBE/MBE and ACDBE certifications, including managing the certification application process and appeals.