Atty. Kelly Dancy
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 documents, including wills, revocable trusts, marital property agreements, powers of attorney and HIPAA waivers.
Profile Summary
About Kelly Dancy at a glance
Kelly Dancy is a Partner based in Milwaukee, Wisconsin, practicing at Walny Legal Group LLC. They have 17+ years of legal experience, licensed to practice since 2009. Their practice focuses on trusts, probate, estate planning, tax, and estate tax. Admitted to practice in Wisconsin (2009). Educated at Marquette University Law School (J.D., 2009) and Saint Mary’s College B.A. Political Science, magna cum laude (—). Recognitions include Peer Reviewed. Serands clients in Milwaukee, WI and the surrounding metropolitan area.
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About
- 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 documents, including wills, revocable trusts, marital property agreements, powers of attorney and HIPAA waivers
- In addition, she is also skilled in drafting complex estate plans, including irrevocable grantor trusts and life insurance trusts
- She also has extensive experience drafting modification and termination agreements for irrevocable trusts
- Kelly sub-specializes in probate and trust administrations, where she concentrates her practice on complex and contentious administrations
- She has experience representing both fiduciaries and beneficiaries in such administrations and has a history of obtaining successful settlement outcomes for her clients as an alternative to litigation
- A native of Indianapolis, Kelly graduated Magna Cum Laude from Saint Mary’s College in Notre Dame, Indiana with a Bachelor of Arts Degree in Political Science and Economics
- She went on to receive her Juris Doctorate from Marquette University Law School
- Kelly was named an Up and Coming Lawyer by the Wisconsin Law Journal for 2016
- She was named a Super Lawyer Rising Star for 2017 as well as a Five Star Professional
- Kelly has presented on estate planning topics both locally and nationally and has published articles in numerous publications, including the Journal of Financial Service Professionals, Trusts and Estate Magazine and the Wisconsin Lawyer
- She was awarded the Kenneth Black, Jr. Journal Author award in 2016 for her article on Trust Situs in the Journal of Financial Service Professionals
- Kelly is a member of the State Bar of Wisconsin, the Milwaukee Bar Association, the Association of Women Lawyers and Milwaukee Estate Planning Forum
- She is currently serving as President of the Milwaukee Chapter of the Society of Financial Service Professionals as well as President of the St. Mary’s College Milwaukee Alumnae Club
- She also serves on the Planned Giving Advisory Council for the Milwaukee School of Engineering and the Young Advisors Committee for the Greater Milwaukee Foundation
- In addition, she is a volunteer for the Marquette Volunteer Legal Clinic and the Wills for Heroes Foundation
Practice Areas Explained
Kelly Dancy's Areas of Practice
Each practice area below reflects the types of cases Kelly Dancy handles, with a brief overview of what that area of law covers.
Kelly Dancy is one of 104,171 trusts attorneys indexed nationally. Browse trusts attorneys in Wisconsin →
Kelly Dancy is one of 128,014 probate attorneys indexed nationally. Browse probate attorneys in Wisconsin →
An estate planning attorney prepares wills, trusts, powers of attorney, and healthcare directives to protect your family and pass on your assets.
Kelly Dancy is one of 226,536 estate planning attorneys indexed nationally. Browse estate planning attorneys in Wisconsin →
Tax attorneys handle IRS audits, tax debt, international tax, estate planning, and tax court litigation.
Kelly Dancy is one of 85,302 tax attorneys indexed nationally. Browse tax attorneys in Wisconsin →
Kelly Dancy is one of 3,765 estate tax attorneys indexed nationally. Browse estate tax attorneys in Wisconsin →
Jurisdictional Context
Why local counsel matters in Wisconsin
Practicing law in Wisconsin. Legal matters in Wisconsin are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Milwaukee are typically filed in the local municipal court or the appropriate Wisconsin state district court, depending on subject matter and amount in controversy. An attorney licensed in Wisconsin brings working knowledge of local procedural deadlines, judicial practices in this andnue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in Wisconsin courts without local counsel or pro hac vice admission.
Looking for additional Wisconsin attorneys? Browse all attorneys in Milwaukee or all attorneys in Wisconsin.
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