Kelly

Kelly Dancy

Attorney

About

Kelly Dancy is a partner with Walny Legal Group, LLC, in Milwaukee. Her practice areas include estate planning and administration, probate, business succession, and asset protection 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 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.  

Kelly was recently elected to a three-year term on the board of directors for the Society of Financial Service Professionals (FSP).  In addition, she is an active member of FSP’s Milwaukee Chapter and recently completed a two-year term as president.  She has presented on estate planning topics both locally and nationally.  In addition, she has published articles in numerous publications, including the Journal of Financial Service Professionals, Trusts and Estates, Fox Business News, and the Wisconsin Lawyer.  Her 2015 article on trust situs in the FSP Journal was recognized with the Kenneth Black, Jr. Journal Author award. 

Ms. Dancy was named an “Up and Coming Lawyer” by the Wisconsin Law Journal in 2016 and a “Super Lawyer Rising Star” for 2017, 2018, 2019, and 2020.  In addition, she was named a “Five Star Professional” award winner for 2018, 2019, and 2020.

Kelly is a member of the State Bar of Wisconsin, the Milwaukee Estate Planning Forum, the Society of Financial Service Professionals, and Professional Dimensions.  She is on the Associate Board of the Zoological Society of Milwaukee, the national board for the Society of Financial Service Professionals and is currently serving as Vice President on the board of the Milwaukee Estate Planning Forum.  She is a fellow with the Wisconsin Law Foundation, serves on the Planned Giving Advisory Council for the Milwaukee School of Engineering, and is a past member of the Young Advisors Committee for the Greater Milwaukee Foundation.  She is currently serving as President of the St. Mary’s College Milwaukee Alumnae Club.  In addition, she is a volunteer for the Marquette Volunteer Legal Clinic and the Wills for Heroes Foundation, providing legal services to underprivileged communities and first responders.

She is a native of Indianapolis and graduated Magna Cum Laude from Saint Mary’s College in Notre Dame, Indiana with a Bachelor of Arts Degree in both Political Science and Economics.  She went on to receive her Juris Doctorate from Marquette University Law School.  

Contact Info

Phone: 414-751-7531.
Email: kdancy@walnylegal.com