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FINANCIAL & LEGAL INFORMATION


Clancy & Associates, LTD.
www.clancyassociates.com/

Services provided: full service special needs law firm that can assist in planning in the following areas: special needs trusts, application for SSI/SSDI, guardianship, educational advocacy and planning, and navigating social services, life planning and CILA considerations. 
Supplemental Resources:
What is a Special Needs Attorney?
​Government Program Summary Sheet
Special Needs Planning Parents Timeline Flyer

Transition Plan Check Up Information Sheet
Clancy & Associates Video
Contact Information:
Katie Clancy, Attorney
katie@clancyassociates.com
773.929.9000
901 Warrenville Road, Suite 201
​Lisle, IL 60532

Family Benefit Solutions
www.familybenefitsolutions.com/

Services provided: empowering families with knowledge & assistance in securing available benefits for services.​
​Supplemental Resources:
Acronyms
​
Time Line Tips
Contact Information:
​Sherri Schneider
benefithelp@aol.com
847.279.8506
1110 W. Lake Cook Road, Suite 196
Buffalo Grove, IL 60089

Law office of Maria V. Vasos, LLC
www.mvvlaw.com/

Services provided: 
Trust and estate planning
Supplemental Resources: 
Estate Planning Brochure
Contact Information:
Maria V. Vasos, Esq.
Maria@MVVLaw.com
Law Office of Maria V. Vasos, LLC
128 S. County Farm Rd. Suite A
Wheaton, IL 60187
630.953.6157

Life's Plan, Inc
www.lifesplaninc.org/

Services Provided:
Future Planning
Supplemental Resources:
Life's Plan Brochure
Life's Plan Services
Pooled Trust Programs
Summary of Trust Options
​Trustee Handbook
Contact Information:
Life's Plan, Inc
Scott Nixon
​snixon@lifeplaninc.org
901 Warrenville Road, Suite #500
Lisle, IL 60532
630.628.7189

Protected Tomorrows
protectedtomorrows.com/

Services provided: serve families in creating  and planning for individuals with disabilities and their families. Protected Tomorrows offers, advocacy, workshops and guidance across government, employment, financial, residential, education, healthcare & recreation.
​Supplemental Resources:
Company Information
Eight Step Planning Program
Protected Tomorrows Video
Retiring for 3
Contact Information:
Mary Anne Ehlert, CFP
info@protectedtomorrows.com
847.522.8086
103 Schelter Road
Lincolnshire, IL 6069

Robert H. Farley, Jr. Attorney at Law
farley1.com/

Services provided: full service attorney supporting legal representation of individuals with disabilities in support of rights, entitlements to adult and children services, guardianship, development of customized estate plans, special needs trusts & benefits.
​Supplemental Resources:
How to Navigate The Illinois Disability System Book
Contact Information:
Robert H. Farley, Attorney at Law
farleylaw@aol.com
630.369.0103
1155 S. Washington Street, Suite 201
Naperville, IL 60540

Rubin Law
www.rubinlaw.com/

Services provided: law practice focusing law practice specifically to Special Needs Legal & Future Planning (Wills, Trusts, Estate Tax Planning, Trust Administration, Probate-including Guardianships & related matters)
​Supplemental Resources:
About Rubin Law
Information Request Form
​Sample Presentation Topics




Contact Information:
Brian Rubin, Attorney at Law
email@rubinlaw.com
847.279.7999 OR toll free 866.To.Rubin
1110 West Lake Cook Road, Suite 165
Buffalo Grove, IL 60089

Thomas Clark Law
www.thomasclarklaw.com/index.php

Services provided: Wills, Trusts, & Estate Planning- preparing the documents for planning your estate.
Supplemental Resources:
For more information visit the website and/or contact the office. ​​​
Contact Information:
Thomas Clark, Attorney at Law
tom@thomasclarklaw.com
708.990.5374
226 Chicago Ave.
Downers Grove, IL 60515

Tri-Wealth Partners
www.triwealthpartners.com/

Services provided: Financial Planning
​Supplemental Resources:
What is a Special Needs Financial Planner?
Contact Information:
​Ed Scheer, MBA, CFP, ChSNC
LPL Financial Advisor

scheer@triwealthpartners.com
630.861.5035
1111 W. 22nd St. Suite 245
Oakbrook, IL 60523
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