Kelly O'Connor Dancy

PRO

Kelly O'Connor Dancy

5.0
Rating: 10.0

Licensed for 16 years

Estate planning Lawyer at Milwaukee, WI
Practice Areas: Estate Planning, Probate

250 East Wisconsin Avenue, Suite 1750, Milwaukee, WI

About Kelly

Biography

Kelly Dancy works with clients to fulfill all of their legal needs pertaining to estate planning, asset protection, and business succession planning. Kelly prepares and implements estate planning do...

Practice Areas

2

Practice Areas

Estate Planning 75%

13 years

75%
Probate 25%

13 years

25%

Fees and Rates

We have not found any cost information for this lawyer

Licenses

Licensed in Wisconsin for 16 years

State: Wisconsin

Acquired: 2009

Good Standing

No misconduct found

Location

Walny Legal Group, LLC

250 East Wisconsin Avenue, Suite 1750, Milwaukee, WI, 53202

walnylegal.com

Online Presence

Other places you can find Kelly online.

Kelly O'Connor Dancy's Reviews

Avvo Review Score

5.0 /5.0

1 Client Review

5 star (1)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by anonymous | June 24, 2015

Really great attorney

Worked with Kelly to do my family's estate plan. She was great. She took the time to thoroughly explain our options to us and did not make things overly complicated. She always answered our calls and emails in a timely manner. Can't say enough good things about her. I would definitely recommend ...Kelly to anyone who needs a will or other documents. She was great to work with.

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Kelly O'Connor Dancy's Lawyer Endorsements

Endorse Kelly
Dera L. Johnsen-Tracy headshot
Dera Johnsen-Tracy

Estate planning lawyer | Jul 29

Relationship: Fellow lawyer in community

"I taught a class with Kelly through the National Business Institute (NBI). She is highly knowledgeable, and I would recommend her without hesitation!"

Eido M. Walny headshot
Eido Walny

Estate planning lawyer | Feb 18

Relationship: Supervised lawyer

"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."

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Avery J. Mayne headshot
Avery Mayne

Elder law lawyer

Dera L. Johnsen-Tracy headshot
Dera Johnsen-Tracy

Estate planning lawyer

Experience

Rating:  10.0 (Superb)

Honors

2024

Rising Star, Super Lawyers

2023

Rising Star, Super Lawyers

2022

Rising Star, Super Lawyers

2021

Rising Star, Super Lawyers

2020

Rising Star, Super Lawyers

2019

Fellows, Wisconsin Law Foundation

2019

Rising Star, Super Lawyers

2018

Rising Star, Super Lawyers

2017

Rising Star, Super Lawyers

2016

Up and Coming Lawyer, Wisconsin Law Journal

2014

Pro Bono Recognition, Milwaukee Bar Association

2009

Pro Bono Society, Marquette University Law School

Work Experience

2012 - Present

Attorney, Walny Legal Group

2010 - 2012

Attorney, Grace Masson and Associates

2009 - 2010

Attorney, Drinka, Levine and Masson

Associations

2018 - Present

Milwaukee Estate Planning Forum

Board Member

2015 - Present

Milwaukee Estate Planning Forum

Member

2014 - Present

Saint Mary's College Milwaukee Alumnae Club

President

2014 - Present

Society of Financial Service Professionals

Board Member

2012 - Present

Wills for Heroes Foundation

Estate Planning Specialist

2009 - Present

Milwaukee Bar Association

Member

2009 - Present

State Bar of Wisconsin

Member

2009 - Present

Marquette Volunteer Legal Clinic

Attorney Volunteer

Education

2009

Marquette University

Law

2006

Saint Mary's College

B.A.

Speaking Engagements

2015

Pre-Retirement Conference

Pre-Retirement Estate Planning

2015

Estate Planning from Start to Finish

Types of Ownership and Property Transfer

2015

Estate Planning from Start to Finish

Purpose and Practice of Estate Planning

2015

Estate Planning and Administration 101

Probate Process Overview

2015

Estate Planning and Administration 101

Testamentary Documents: Must Have Provisions and Drafting Do's and Don'ts

2015

Drafting Effective Wills and Trusts

Using Living Trusts and Powers of Attorney as Estate Planning Tools

2014

Wells Fargo Business Roundtable National Teleconference

Estate Planning for Business Owners: Life Insurance and ILITs

2014

Trusts 101

Revocable Living Trusts

2014

TMJ4 News Segment Digital Death

2013

Estate Planning from A to Z

Revocable Living Trusts

2013

Estate Planning from A to Z

Who is the Fiduciary

Publications

2015

Wisconsin Lawyer Mediating Probate and Estate Disputes

2014

NAEPC Journal of Estate and Tax Planning The Future of Estate Planning: Focus on the Legal Practitioner

2014

Journal of Financial Service Professionals Decanting: Breathe New Life Into an Irrevocable Trust

Languages

English

Activity

Avvo Rating

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Avvo Rating Levels
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