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FINANCIAL & LEGAL INFORMATION


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

Services provided: Services provided: full service special needs law firm that can assist in planning in the following areas: special needs trusts, government benefit planning (SSI/SSDI) guardianship, transition planning, CILA considerations.


Supplemental Resources:
What is a Special Needs Planning Attorney?

​What is Guardianship?

​​Special Needs Planning:
​Annual Review Checklist
​

Government Benefits Timeline

Parent Timeline
​

Clancy & Associates Video

​Government Program Benefit Explanation
Contact Information:
Katie Clancy, Attorney
[email protected]
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
[email protected]
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.
[email protected]
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
​[email protected]
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

​Future Care Planning

​Webinar: Retiring for 3

​Parent University
​


Contact Information:
Mary Anne Ehlert, CFP
[email protected]
847.522.8086
103 Schelter Road
Lincolnshire, IL 60069

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:
New Edition: How to Navigate The Illinois Disability System Book
Contact Information:
Robert H. Farley, Attorney at Law
[email protected]
630.369.0103
1155 S. Washington Street, Suite 201
Naperville, IL 60540

Rubin Law
www.rubinlaw.com/

Services provided: 
Law practice focusing specifically to Special Needs Legal and Future Planning; including WILLs, Trusts, Guardianship, Estate Administration and Estate Tax Planning.
​Supplemental Resources:
About Rubin Law
Information Request Form
Rubin Law Handout
​
​


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

The Estate Planning Law Group
www.teplg.com/

Services provided: 
Comprehensive law services
Supplemental Resources: 
Contact Information:
1776 S. Naperville Road
Building A, Suite 105
Wheaton, IL 60189
630.871.8778
[email protected]


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

Services provided: 
​
​Guardianship, 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
[email protected]
708.990.5374
Serving the Chicagoland area

TriWealth Partners
​www.scheerfinancialplanning.com/

Services provided: 
​
Financial Planning & Life Insurance
​Supplemental Resources:
Financial Planning for the Special Needs Family Information
​

Contact Information:
​Ed Scheer, MBA, CFP, ChSNC
LPL Financial Advisor

[email protected]
630.861.5035
1111 W. 22nd St. Suite 245
Oakbrook, IL 60523
​Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
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