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Scott Allen Williams

Scott Allen Williams

also known as Scott A. Williams

Practice areas:

Estate Planning, Trusts

About Me

Scott A. Williams is an attorney and counselor at law whose practice is limited to Estate Planning.  Mr. Williams received his B.A. from PurdueUniversity in 1987 and his J.D. from Cleveland-Marshall College of Law in 1990.  Shortly after graduating from law school, Mr. Williams founded his law firm Scott A. Williams & Associates, LPA. 


 


In addition to practicing law, Mr. Williams served as a senior manager with the National Network of Estate Planning Attorneys, LLC, where he was responsible for the professional development of hundreds of attorneys throughout the country.  Mr. Williams has also been an active instructor with the National Network in their 24 month post-doctoral Practicum Programs.


 


Mr. Williams is a co-author of Legacy: Plan, Protect and Preserve Your Estate (1996) and Generations: Planning Your Legacy (1999), as well as several other legal treatises published for attorneys.  He is a frequent speaker to both the public, professional organizations, financial advisors and attorneys.


 


Mr. Williams is also a co-founder and principal of Advanced Planning Solutions, LLC, an innovative software company that provides cutting edge software tools for estate planning attorneys.  He is also the co-founder of the LifeSpan™ Legal Services program which develops new estate planning strategies for attorneys and the public.


 


He is an active member of Trinity Cathedral in downtown Cleveland where he taught Sunday School, served as Youth Group Leader, and currently serves on the Finance Committee. 

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Photos and Videos

549661 1378768861

Practice Areas

Licensed since 1991

  1. Trusts: 50%
    23 years, 3 thousand cases
  2. Estate Planning: 50%
    23 years, 3 thousand cases

Payment

Fees:

Fixed (Always)

Payment Types:

Cash, Check

Attorney Endorsements

9 total 

  • Jesci Kay Norrington

    Scott is incredibly talented in all aspects of estate planning. His innovative approach to the practice of law creates a unique and special experience for all of his clients. I would certainly trust Scott and his team to take care of any family’s estate planning needs.

    More 

    Jesci Norrington Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • Robert Charles Pittman

    Scott is a truly caring attorney who puts his clients above all. He is known nationally and is considered by his peers to be a top notch estate planning attorney. Many attorneys across the country, including me, look to Scott for guidance. He is a true leader in the "industry" (and he is even a really nice person). You can count on Scott.

    More 

    Robert Pittman Estate Planning Attorney
    Relationship: Fellow lawyer in community

Contact Info

Scott A. Williams & Associates, LPA

5700 Lombardo Center Drive
Suite 290
Seven Hills, OH, 44131

Resume

License
StateStatusAcquiredUpdated
OHActive199105/10/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Contribution to Annual Estate Planning EducationSouthwest Community Health Foundation1998
Outstanding Commitment to Children AwardBerea Children's Home and Family Services1997
Outstanding Street Law StudentCleveland Marshall College of Law1990

Work Experience
TitleCompany NameDuration
Director of Member ServicesNational Network of Estate Planning Attorneys2007 - 2010
Director of Platform DevelopmentNational Network of Estate Planning Attorneys2000 - 2007
PrincipalAdvanced Planning Solutions, LLC1997 - Present
Director of Professional MentoringNational Network of Estate Planning Attorneys1996 - 1998
PrincipalScott A. Williams & Associates, LPA1991 - Present

Associations
Association NamePosition NameDuration
Ohio Forum of Estate Planning AttorneysPast Chair1997 - 1997
Ohio Forum of Estate Planning AttorneysMember1993 - 2010
National Network of Estate Planning AttorneysMember1992 - Present
Estate Planning Council of ClevelandMember1992 - Present
Ohio State Bar AssociationProbate and Estate Planning Section Member1991 - Present

Publications
Publication NameTitleDate
Southwest General Health Foundation NewsletterTwelve Common Estate Planning Mistakes2011
Trust Settlement SoftwareSettlementPro2004
Advanced Planning SolutionsTechnical Legal Requirements of Trust Funding2003
Trust Drafting SoftwarePlanningPro2002
Hard Copy BookGenerations; Planning For Your Legacy1999
Trust Funding SoftwareFundingPro1998
Hard Copy BookLegacy; Plan, Protect and Preserve Your Estate1996

Education
School NameMajorDegreeGraduated
Cleveland State University - Cleveland-Marshall College of LawLawLaw1990
Purdue UniversityPolitical ScienceBachelor of Arts1987

Speaking Engagements
Conference NameTitleDate
Estate Planning CollegiumTrust Drafting Day Camp2015
Estate Planning CollegiumEstate Planning For Unmarried Couples2015
Two Day Continuing Legal Education CourseFunding a Revocable Living Trust2014
One Day Continuing Legal Education CourseSettling a Revocable Living Trust2014
Ohio Division of Insurance Continuing Education ProgramTwelve Cutting Edge Estate Planning Strategies (Every Financial Advisor Should Know About)2014
Southwest General Estate Planning SeriesOften Overlooked Estate Planning Traps2013
Estate Planning Education SeriesEstate Planning Fundamentals2012
Estate Planning CollegiumMarketing With Continuing Education Programs2011
Estate Planning CollegiumCreating Client Advisory Boards2011
Ohio Department of Insurance Continuing Education ProgramEstate Tax Law Update2010
Ameriprise Financial Advisors Annual Ohio ConferenceEstate Planning Using Lifetime Protected Trust Shares2010
Ohio Division of Insurance Continuing Education ProgramBack to Basics2008
Advanced Practicum Implementation ProgramTouching the Hearts and Souls of Clients2008
Summit County Bar Association MeetingEstate Planning Trends in 20072007
Advanced Practicum Implementation ProgramEstate Planning in the Era of Wealth Reception2006
Southwest General Estate Planning SeriesIntroduction to Estate Planning2004
Estate Planning CollegiumIrrevocable Life Insurance Trusts2004
Summer WorkshopRetirement Plans Under the New Regulations2001
Ohio Division of Insurance Continuing Education ProgramNut's N Bolt's of Estate Settlement1999
Ohio Department of Insurance Continuing Education ProgramZero Tax Estate Planning Strategies1999
Ohio Department of Insurance Continuing Education ProgramThe Retirement Plan Turnpike1999
Ohio Department of Insurance Continuing Education ProgramBasic Estate Planning For the Financial Advisor1999
LifeSpan Legal Services TrainingDeveloping Estate Planning Education and Maintenance Programs1999
LifeSpan Legal ServicesCreating a Three Step Strategy Estate Planning Practice1999
Estate Planning CollegiumDesigning an Automated Trust Funding Program1999
Two Day Continuing Legal EducationAn Estate Planning Workshop1997
Ohio Department of Insurance Continuing Education ProgramEstate Planning With Retirement Plans1997
Annual Summer ConferenceDisclosure Requirements in Planned Giving1997
Practicum 1 and Practicum 2Practicum Transformation Program1995