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Kelly O'Connor Dancy

Kelly O'Connor Dancy

Practice areas:

Estate Planning, Probate

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About Me

Photos and Videos

4088283 1432237729

Practice Areas

Licensed since 2009

  1. Estate Planning: 75%
    2 years
  2. Probate: 25%
    2 years

Payment

Fees:

Fixed (Sometimes)

Payment Types:

Cash, Check

Attorney Endorsements

1 total

  • Eido M. Walny

    I am very sensitive about who takes care of my clients. I have very high expectations about the quality of the work being done and the white glove service levels my clients have come to expect. Having worked with Kelly for several years now, I can say that I am quite at ease when I bring her in to work on a matter for a client of mine. She knows what she is doing; she gives attention to details; she cares for the clients. Whether it is estate planning or probate/trust administration, Kelly makes our firm better. I endorse Kelly without reservation.

    More 

    Eido Walny Estate Planning Attorney
    Relationship: Supervised lawyer

Contact Info

Walny Legal Group, LLC

751 N Jefferson Street
George Watts Building
Milwaukee, WI, 53202

Resume

License
StateStatusAcquiredUpdated
WIGood Standing200903/27/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Pro Bono RecognitionMilwaukee Bar Association2014
Pro Bono SocietyMarquette University Law School2009
Political Science Honor SocietyPi Sigma Alpha2006

Work Experience
TitleCompany NameDuration
AttorneyWalny Legal Group2012 - Present
AttorneyGrace Masson and Associates2010 - 2012
AttorneyDrinka, Levine and Masson2009 - 2010

Associations
Association NamePosition NameDuration
Milwaukee Estate Planning ForumMember2015 - Present
Saint Mary's College Milwaukee Alumnae ClubPresident2014 - Present
Society of Financial Service ProfessionalsBoard Member2014 - Present
Junior League of MilwaukeeFinance Committee2013 - Present
Milwaukee Tennis Education FoundationGala Committee Member2013 - Present
Association of Women LawyersCo-Chair Community Involvement Committee2012 - Present
Wills for Heroes FoundationEstate Planning Specialist2012 - Present
State Bar of WisconsinMember2009 - Present
Marquette Volunteer Legal ClinicAttorney Volunteer2009 - Present
Milwaukee Bar AssociationMember2009 - Present

Publications
Publication NameTitleDate
Wisconsin LawyerMediating Probate and Estate Disputes2015
Journal of Financial Service ProfessionalsDecanting: Breathe New Life Into an Irrevocable Trust2014
NAEPC Journal of Estate and Tax PlanningThe Future of Estate Planning: Focus on the Legal Practitioner2014

Education
School NameMajorDegreeGraduated
Marquette UniversityLawLaw2009
Saint Mary's CollegePolitical Science and EconomicsB.A.2006

Speaking Engagements
Conference NameTitleDate
Pre-Retirement ConferencePre-Retirement Estate Planning2015
Estate Planning from Start to FinishTypes of Ownership and Property Transfer2015
Estate Planning from Start to FinishPurpose and Practice of Estate Planning2015
Estate Planning and Administration 101Probate Process Overview2015
Estate Planning and Administration 101Testamentary Documents: Must Have Provisions and Drafting Do's and Don'ts2015
Drafting Effective Wills and TrustsUsing Living Trusts and Powers of Attorney as Estate Planning Tools2015
Wells Fargo Business Roundtable National TeleconferenceEstate Planning for Business Owners: Life Insurance and ILITs2014
Trusts 101Revocable Living Trusts2014
TMJ4 News SegmentDigital Death2014
Estate Planning from A to ZRevocable Living Trusts2013
Estate Planning from A to ZWho is the Fiduciary2013