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also known as Scott A. Williams
Scott A. Williams is an attorney and counselor at law whose practice is limited to Estate Planning and is licensed in both Ohio and New York. Mr. Williams received his B.A. from Purdue University 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 2019, attorneys Jennifer M. Allen and Raymond J. Casey were named as partners and the law firm became Williams Allen Casey 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 St. Barnabas Episcopal Church in Bay Village Ohio where he serves as Junior Warden and co-chairs the Stewardship Committee.
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Practice Areas
34 years | 3,000 cases
34 years | 3,000 cases
We have not found any cost information for this lawyer
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Chat withState: New York
Acquired: 2018
No misconduct found
State: Ohio
Acquired: 1991
No misconduct found
6000 Lombardo Center Drive, Suite 615, Independence, OH, 44131
Showing 1 - 5 of 92 client reviews from Avvo
Posted by Peter | December 2, 2020 | Hired Attorney
My wife and met Scott for the first time earlier this year, 2020. Despite closed offices and limited ability to meet face to face, we were able to establish a completer set of plans and trusts. Scott has everything set up to keep these new plans up to date with any changes in the rules and regulati...
Posted by Kriste | November 22, 2020 | Hired Attorney
Scott Williams is an amazing attorney. He is professional, compassionate, and dedicated to his clients. He has a caring disposition and is always striving to improve his practice. I recommend him whole-heartedly.
Posted by Ken | November 20, 2020 | Hired Attorney
Wow. Awesome. Caring. Compassionate. Responsive. Innovative. Proactive. Involved. These are words that do not begin to describe my experience with the organization and with all I have interacted. Upon the recommendation of trusted financial and legal professionals, my wife embarked on the journey to...
Posted by Vicki | November 20, 2020 | Hired Attorney
Scott Allen Williams are my estate planners and have been for eight years. I initially contacted them after the sudden loss of my husband. Within a couple months after our meeting Scott and his team assisted me through the arduous task of planning my estate without having to go through probate court....
Posted by Rose | November 18, 2020 | Hired Attorney
My financial planner referred me to this firm, Scott in particular. The firm has grown immensely because Scott had the insight to see how challenging legal life was becoming. He has hired specialist in different areas of legal matters so everything is in one office. I am extremely pleased to know ...
"I have had the pleasure of knowing Scott for five years through our membership in the National Network of Estate Planning Attorneys, and attending his training workshops for estate planning attorneys. Scott is one of the most knowledgeable and conscientious estate planning attorneys I have met. More importantly, he is one of those rare attorneys who truly cares about and knows his clients. If you are looking for a quality estate planning attorney who will always put your best interests first, then Scott is your man."
"I have known Scott for over 25 years and give my unqualified endorsement of him as an attorney and friend. Scott is honest and compassionate. He works hard for his clients and really knows the "ins and outs" of Estate Planning and Elder Law. He can be trusted to hep protect what is most important to you and your family. Do not hesitate to give him a call today if you are in need of legal advice or services. He will be there to help you."
"I began working as an associate attorney with Scott in 2014. It is impossible for me to overstate how important he has been in my career development both from a technical training standpoint and as a professional. Interacting with an incredible mentor like Scott on a daily basis has put me years and years ahead of where I would have been as an attorney had we never met. I look forward to a bright future working with Scott and the service team at Scott A. Williams & Associates."
"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."
"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."
"I have been known Scott Williams through the National Network of Estate Planning Attorneys since 2006. I have been privileged to have had many hours of education taught by Scott. Scott combines top level technical expertise, mastery of practice systems for running a law office, and a caring and compassionate nature, which is part of why he teaches as much as he does as part of NNEPA. He is a mentor to many including me, and an inspiration to everyone that knows him in the legal profession. I have the highest level of confidence in his capabilities as an estate planning attorney, and also know that he brings caring, compassion and sensitivity to every client he works with."
"Scott has been one of my mentors in learning how to do proper estate planning. I have come to admire Scott as a kind and caring individual who is constantly and intelligently innovating in the estate planning field. One would be hard pressed to find a more caring or qualified attorney to care for their family's trust and estate planning needs."
"I have known Scott for nearly 20 years through the National Network of Estate Planning Attorneys. I have had the privilege of teaching a number of 3 day Continuing Legal Education workshops with Scott and have always been particularly impressed with both his technical expertise and the caring and compassionate manner in which he counsels his clients. Scott is a lawyer that will take the time to ensure his clients understand how their estate plans work and goes the extra mile of providing a formal estate plan maintenance program that provides ongoing education, counseling and updates to legal documents. He is most committed to creating estate plans that accomplish the goals for which they were put in place. He is both a colleague and friend for whom I give the highest endorsement."
"I have known Scott for more than 20 years, having taught with him and learned from him in continuing education classes for estate planning attorneys in Ohio and throughout the United States. Among many positives, he has created systems that has resulted in what may be the best-run estate law firm I've ever seen. He is smart, ethical and cutting-edge in his knowledge of estate planning and trusts."
"Scott is one of the best estate planning attorneys in the country. He is one of my mentors and I would trust my mom and my family with him for estate planning services if I could. Anyone would be lucky to have him on your side and representing you in the estate planning process."
"Scott is one of those rare lawyers for whom client service is a mission. I've learned much about caring for clients from him, and aspire to have the degree of respect from my clients that he does from his. So many attorneys who "do estate plans" for people just take a document order, generate standardized forms, charge a fee and send them out the door. Not Scott. Scott first makes sure his clients know what is possible so they can make fully informed decisions about what they "want" to do; then he designs a plan to do that. He helps those clients assure that their assets are re-titled to follow the plan (I've never met an attorneys more passionate about this critical step!) and then goes even further by committing to help the clients keep their plans up to date as their lives change and the laws evolve. It is without reservation that I recommend my friend and colleague Scott Williams to anyone who wants an estate plan that will work!"
"I have worked with Scott Williams in the estate planning arena for a number of years. His law firm is truly education-focused. Scott has developed a unique approach to estate planning that makes the complex subject of estate planning easy to understand. He establishes life-long relationships with his clients, his client's helpers, and his client's families. Scott understands that estate plans must be maintained and updated because of changes in the law, the tax system, the family, mobility of family helpers, and Scott's constantly evolving methods for addressing his client's issues. I endorse Scott Williams and the process he has developed to make sure that his client's estate plans work as intended."
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1998
Contribution to Annual Estate Planning Education, Southwest Community Health Foundation
1997
Outstanding Commitment to Children Award, Berea Children's Home and Family Services
1990
Outstanding Street Law Student, Cleveland Marshall College of Law
1997 - Present
Principal, Advanced Planning Solutions, LLC
1991 - Present
Managing Partner, Williams Allen Casey LPA (Formerly Scott A. Williams & Associates, LPA)
2007 - 2010
Director of Member Services, National Network of Estate Planning Attorneys
2000 - 2007
Director of Platform Development, National Network of Estate Planning Attorneys
1996 - 1998
Director of Professional Mentoring, National Network of Estate Planning Attorneys
2018 - Present
New York State Bar AssociationAttorney Member
1992 - Present
National Network of Estate Planning AttorneysMember
1992 - Present
Estate Planning Council of ClevelandMember
1991 - Present
Ohio State Bar AssociationProbate and Estate Planning Section Member
1997 - 1997
Ohio Forum of Estate Planning AttorneysPast Chair
1993 - 2010
Ohio Forum of Estate Planning AttorneysMember
Jury found in favor of my client for the full value of the property.
1990
Law
1987
Bachelor of Arts
2022
Funding a Revocable Living Trust
2018
Enhanced Trust Settlement Revisited
2018
Trust Drafting Day Camp
2017
Funding A Revocable Living Trust
2017
Settling A Revocable Living Trust on Disability and Death
2017
Enhanced Trust Settlement
2017
Trust Drafting Day Camp
2016
Settling A Revocable Living Trust on Disability and Death
2016
Funding A Revocable Living Trust
2016
Trust Drafting Day Camp
2015
Funding A Revocable Living Trust
2015
Settling a Revocable Living Trust
2015
2015 Estate Planning Essentials for Financial Advisors
2015
Estate Planning For Gay & Lesbian Couples after Obergefell v. Hodges
2015
Trust Drafting Day Camp
2015
Estate Planning For Unmarried Couples
2014
Funding a Revocable Living Trust
2014
Settling a Revocable Living Trust
2014
Twelve Cutting Edge Estate Planning Strategies (Every Financial Advisor Should Know About)
2013
Often Overlooked Estate Planning Traps
2012
Estate Planning Fundamentals
2011
Marketing With Continuing Education Programs
2011
Creating Client Advisory Boards
2010
Estate Tax Law Update
2010
Estate Planning Using Lifetime Protected Trust Shares
2008
Back to Basics
2008
Touching the Hearts and Souls of Clients
2007
Estate Planning Trends in 2007
2006
Estate Planning in the Era of Wealth Reception
2004
Introduction to Estate Planning
2004
Irrevocable Life Insurance Trusts
2001
Retirement Plans Under the New Regulations
1999
Nut's N Bolt's of Estate Settlement
1999
Zero Tax Estate Planning Strategies
1999
The Retirement Plan Turnpike
1999
Basic Estate Planning For the Financial Advisor
1999
Developing Estate Planning Education and Maintenance Programs
1999
Creating a Three Step Strategy Estate Planning Practice
1999
Designing an Automated Trust Funding Program
1997
An Estate Planning Workshop
1997
Estate Planning With Retirement Plans
1997
Disclosure Requirements in Planned Giving
1995
Practicum Transformation Program
2017
2016
2015
2015
2011
2004
2003
2002
1999
1998
1996
English
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