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Scott Allen Williams

Estate planning Attorney at Independence, OH

5.0   92 reviews

also known as Scott A. Williams

  • State Years
    New York - NY 5 years
    Ohio - OH 33 years
  • Licensed for 5 years
    State NY
    Acquired 2018
    Status
    Currently Registered No misconduct found
  • Licensed for 33 years
    State OH
    Acquired 1991
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Scott

Learn Scott’s areas of practice.

2
Practice areas
  1. Estate planning
    50%

    32 years, 3,000 cases

  2. Trusts
    50%

    32 years, 3,000 cases

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. 

 
 

Photos and videos

Location

Williams Allen Casey LPA
6000 Lombardo Center Drive
Suite 615
Independence, OH, 44131

Estate Planning lawyers nearby

Reviews

5.0 / 5.0
  92 customer reviews
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Posted by Peter | December 2, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Greta estate planning
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 regulations. Despite most of the work being done in virtual settings, we still felt a personal connection with Scott and his staff. I would highly recommend Scott for your estate planning.
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Posted by Kriste | November 22, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Tremendous Lawyer
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
This review is from a person who hired this attorney.
| Hired Attorney
Excellent estate planning and trust work
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 create a trust encompassing complicated personal and business components, which has turned out to be one of her best moves. Faced with a multitude of complexities, the firm has been able to put my daughter, our business interests, and myself in a comfortable, protected, and secure position upon her passing. Thanks to their efforts, we are all able to proceed and enjoy the fruits of my wife’s innovative and creative spirit.
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Posted by Vicki | November 20, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Vicki F.
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. I’m forever grateful for the support and compassion that I received and still receive today!
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Posted by Rose | November 18, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Service
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 that my family will know where to turn in my absence. Another item that makes me pleased is updating our living trust bi-annually so no stone is left unturned.
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Posted by Dennis and Ruth | November 18, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Clients
We were one of Scott Williams first clients and over the years the firm has grown and is one of the best in the nation or maybe the best! We are blessed to be part of a fantastic law firm!
Posted by stacy | November 17, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Scott Williams
Scott is friendly, competent. I feel like I’m in really good hands. He has a template that makes you feel like your good hands. Very relatable and patient. Class act! And all his colleagues are as well!
Posted by Jim | November 17, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Scott is simply the best!
I've been a client for a few years now and the whole team at William Allen Casey are simply the best in the business when it comes to estate planning -- not only Scott, Jen, and Ray, but all of their support staff is outstanding. They thoroughly educate their clients and help them make informed decisions throughout the initial estate creation and then continue to go above and beyond through additional educational programs throughout the years that follow. Their process is very refined and they make their customers feel very comfortable even while working through some difficult topics -- just very easy to work with. I couldn't be happier with their services! Specifically for Scott, he's so very passionate about his craft and it comes through 100% of the time. He truly cares about his clients and always goes above and beyond to help them out in any way possible. The examples that he gives throughout the planning process and education sessions are real-world and relatable and really give a nice touch to help clients gain an understanding of the topic at hand.
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Posted by Richard and Barbara | May 1, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Passionate about Job and Clients
After our first encounter we were sold! Scott and his associates share a passion for their job and it is reflected in everything they do. When we first met, we felt Scott was not the "usual attorney type". There was nothing stuffy or pretentious about him. He explains everything in terms you can easily understand and invites you to call any time you have questions or concerns (with no extra charge for phone calls or the length of the call). He has carefully selected his team members to be sure they share his same values and beliefs. Scott and the entire team are always there to help and constantly looking to see how they can better serve their clients. They are very forward thinking and encourage input from, their clients. The team and clients are like a family. We are so confident in Scott and his team and can rest assured there will be no loose ends when it comes time to wind down the trust. Our heirs know they will have nothing to worry about. All they have to do is call Scott and the firm and they will guide them through every step of the way. We literally trust Scott and his whole team with our lives!!!
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Posted by Mike | May 1, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Scott
Working with Scott has been one of the smartest things I have done. We now have a plan in place that either surviving spouse and children can follow.
Posted by Stephen | April 30, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Review 2019
Scott Williams and his partners are great lawyers and great people. Can’t say enough good things about. What sets them apart from other trust lawyers is they establish a long term relationship with each client. This is done to ensure trust are fully funded and to educate clients.
Posted by Marilou | April 30, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Client for 5+ years - absolutely no regrets!
My husband and I hired this law firm 5+ years ago to assist with estate planning. They set up Living Trusts for each of us and their funding specialist worked with us every step of the way to fund our trusts. This firm also provides ongoing education seminars and there are annual client update meetings to ensure that our trusts are up to date. Scott Williams and his partners Rey Casey and Jennifer Allen have always made themselves available whenever we have questions or issues to discuss. It’s also comforting to know that their settlement specialist is there to assist our trustees/heirs at the time of our passing. Their administrative staff also do an excellent job connecting us with the appropriate person when we need assistance, and they also do a fantastic job with the annual updates of our asset reports. This firm is the best one out there, and I would not hesitate to recommend them.
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Posted by Sean | April 30, 2019
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Thorough and caring
Scott and his staff were great during a trying and stressful time for our family. They took the time to explain the estate planning process and learned about our family members to help us plan for the future.
Posted by Karen | April 29, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Scott Williams profile
Scott has a solid estate plan for me, that together as a team we have built with his expertise and knowledge. I am confident in the will and trust plans he has created for me and have peace of mine knowing that the execution of my trust at the time of my death, will be rock solid, creditor protected and he will work with my trustee and family to make things as smooth as possible and help them in any way needed.
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Posted by Karen | April 29, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Highly Competent Estate Attorney
After much consideration we hired Scott Williams to craft an estate plan for us. The experience could not have been more enjoyable and we have a plan that we are confident meets our needs.
Posted by Yvonne | April 29, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Very knowledgeable and patiently eplains things!
Scott was recommended to me. I found out that my Trust was way out of date and laws had changed. He helped me set up a plan and reviews it yearly! Great team of lawyers & assistants!
Posted by jacob | April 29, 2019
This review is from a person who hired this attorney.
| Hired Attorney
experienced and knowledgable
updated complicated trusts, with his team presented unique solutions. Regular teaching conferences advising clients on changes in the field and drawing their attention to steps to be taken in different situations.
Posted by Gregg | April 29, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Always there to assist
We have worked with Scoot for many years we happy and confident in our Estate plan
Posted by Aeron | June 26, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Scott....an extended member of our family
We engaged the service of Scott many years ago when our son Ethan was a toddler.....Ethan is now attending the Naval Academy. Over the years, Scott has consistently stayed at the cutting edge of estate planning and our family has greatly benefited. Scott is also a great coach and mentor to new attorneys entering the profession. He has also assembled an incredible staff of knowledgeable and polite professionals. In a nutshell, Scott is an extended member of our family and my most-trusted advisor.
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Posted by Lynn | June 25, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Peace of Mind
Three years ago I lost my husband somewhat unexpectedly. We had made plans to meet with a lawyer, but the end came prior to our meeting. Following the initial aftershock, I determined I needed to have things in order for my children. I tried talking to other lawyers but felt no connection. Then friends suggested I meet with Scott. His compassion and understanding were the first things that drew me in, and upon reading all the material provided, I decided his plan was by and far above so many others with whom I'd spoken. He and his team have expertly steered me through multiple pitfalls and issues and his continuing education/yearly update plan have given me a sense of security. I cannot recommend the Scott A Williams Life Design Program more highly.
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Contact for Details

Resume

AVVO RATING 9.7 (Superb)

Work Experience

  • Principal
  • Advanced Planning Solutions, LLC
  • 1997 - Present
  • Managing Partner
  • Williams Allen Casey LPA (Formerly Scott A. Williams & Associates, LPA)
  • 1991 - Present
  • Director of Member Services
  • National Network of Estate Planning Attorneys
  • 2007 - 2010
  • Director of Platform Development
  • National Network of Estate Planning Attorneys
  • 2000 - 2007
  • Director of Professional Mentoring
  • National Network of Estate Planning Attorneys
  • 1996 - 1998
View all work experience

Education

  • Cleveland State University - Cleveland-Marshall College of Law
  • Law
  • 1990
  • Purdue University
  • Bachelor of Arts
  • 1987

Sample of Legal Cases

  • Case Number 1994ADV1098566
  • Jury found in favor of my client for the full value of the property.

Associations

  • New York State Bar Association
  • Attorney Member
  • 2018 - Present
  • National Network of Estate Planning Attorneys
  • Member
  • 1992 - Present
  • Estate Planning Council of Cleveland
  • Member
  • 1992 - Present
  • Ohio State Bar Association
  • Probate and Estate Planning Section Member
  • 1991 - Present
  • Ohio Forum of Estate Planning Attorneys
  • Past Chair
  • 1997 - 1997
  • Ohio Forum of Estate Planning Attorneys
  • Member
  • 1993 - 2010
View all associations

Languages Spoken

  • English

Honors and Awards

  • Contribution to Annual Estate Planning Education
  • Southwest Community Health Foundation
  • 1998
  • Outstanding Commitment to Children Award
  • Berea Children's Home and Family Services
  • 1997
  • Outstanding Street Law Student
  • Cleveland Marshall College of Law
  • 1990

Publications

  • Trust Drafting Sofware
  • PlanningPro 2017
  • 2017
  • Trust Drafting Software
  • PlanningPro 2016
  • 2016
  • Trust Settlement Software
  • SettlementPro 2016
  • 2015
  • Trust Funding Software
  • FundingPro 2016
  • 2015
  • Southwest General Health Foundation Newsletter
  • Twelve Common Estate Planning Mistakes
  • 2011
  • Trust Settlement Software
  • SettlementPro
  • 2004
  • Advanced Planning Solutions
  • Technical Legal Requirements of Trust Funding
  • 2003
  • Trust Drafting Software
  • PlanningPro
  • 2002
  • Hard Copy Book
  • Generations; Planning For Your Legacy
  • 1999
  • Trust Funding Software
  • FundingPro
  • 1998
  • Hard Copy Book
  • Legacy; Plan, Protect and Preserve Your Estate
  • 1996
View all publications

Speaking Engagements

  • Two Day Continuing Legal Education Workshop
  • Funding a Revocable Living Trust
  • 2022
  • Estate Planning Collegium
  • Enhanced Trust Settlement Revisited
  • 2018
  • Estate Planning Collegium
  • Trust Drafting Day Camp
  • 2018
  • Two Day Continuing Legal Education Workshop
  • Funding A Revocable Living Trust
  • 2017
  • Two Day Continuing Legal Education Workshop
  • Settling A Revocable Living Trust on Disability and Death
  • 2017
  • Estate Planning Collegium
  • Enhanced Trust Settlement
  • 2017
  • Estate Planning Collegium
  • Trust Drafting Day Camp
  • 2017
  • Two Day Continuing Legal Education Workshop
  • Settling A Revocable Living Trust on Disability and Death
  • 2016
  • Two Day Continuing Legal Education Course
  • Funding A Revocable Living Trust
  • 2016
  • Estate Planning Collegium
  • Trust Drafting Day Camp
  • 2016
  • Two Day Continuing Legal Education Course
  • Funding A Revocable Living Trust
  • 2015
  • One Day Continuing Legal Education Course
  • Settling a Revocable Living Trust
  • 2015
  • Ohio Division of Insurance Continuing Education Program
  • 2015 Estate Planning Essentials for Financial Advisors
  • 2015
  • National Network of Estate Planning Attorneys Fall Collegium
  • Estate Planning For Gay & Lesbian Couples after Obergefell v. Hodges
  • 2015
  • Estate Planning Collegium
  • Trust Drafting Day Camp
  • 2015
  • Estate Planning Collegium
  • Estate Planning For Unmarried Couples
  • 2015
  • Two Day Continuing Legal Education Course
  • Funding a Revocable Living Trust
  • 2014
  • One Day Continuing Legal Education Course
  • Settling a Revocable Living Trust
  • 2014
  • Ohio Division of Insurance Continuing Education Program
  • Twelve Cutting Edge Estate Planning Strategies (Every Financial Advisor Should Know About)
  • 2014
  • Southwest General Estate Planning Series
  • Often Overlooked Estate Planning Traps
  • 2013
  • Estate Planning Education Series
  • Estate Planning Fundamentals
  • 2012
  • Estate Planning Collegium
  • Marketing With Continuing Education Programs
  • 2011
  • Estate Planning Collegium
  • Creating Client Advisory Boards
  • 2011
  • Ohio Department of Insurance Continuing Education Program
  • Estate Tax Law Update
  • 2010
  • Ameriprise Financial Advisors Annual Ohio Conference
  • Estate Planning Using Lifetime Protected Trust Shares
  • 2010
  • Ohio Division of Insurance Continuing Education Program
  • Back to Basics
  • 2008
  • Advanced Practicum Implementation Program
  • Touching the Hearts and Souls of Clients
  • 2008
  • Summit County Bar Association Meeting
  • Estate Planning Trends in 2007
  • 2007
  • Advanced Practicum Implementation Program
  • Estate Planning in the Era of Wealth Reception
  • 2006
  • Southwest General Estate Planning Series
  • Introduction to Estate Planning
  • 2004
  • Estate Planning Collegium
  • Irrevocable Life Insurance Trusts
  • 2004
  • Summer Workshop
  • Retirement Plans Under the New Regulations
  • 2001
  • Ohio Division of Insurance Continuing Education Program
  • Nut's N Bolt's of Estate Settlement
  • 1999
  • Ohio Department of Insurance Continuing Education Program
  • Zero Tax Estate Planning Strategies
  • 1999
  • Ohio Department of Insurance Continuing Education Program
  • The Retirement Plan Turnpike
  • 1999
  • Ohio Department of Insurance Continuing Education Program
  • Basic Estate Planning For the Financial Advisor
  • 1999
  • LifeSpan Legal Services Training
  • Developing Estate Planning Education and Maintenance Programs
  • 1999
  • LifeSpan Legal Services
  • Creating a Three Step Strategy Estate Planning Practice
  • 1999
  • Estate Planning Collegium
  • Designing an Automated Trust Funding Program
  • 1999
  • Two Day Continuing Legal Education
  • An Estate Planning Workshop
  • 1997
  • Ohio Department of Insurance Continuing Education Program
  • Estate Planning With Retirement Plans
  • 1997
  • Annual Summer Conference
  • Disclosure Requirements in Planned Giving
  • 1997
  • Practicum 1 and Practicum 2
  • Practicum Transformation Program
  • 1995
View all speaking engagements

Attorney endorsements

Received (12)
Given (31)
Endorse Scott
Estate planning Attorney | Feb 05
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Nov 29
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Jul 01
Relationship: Worked for lawyer
"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."
Estate planning Attorney | May 08
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | May 01
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Apr 23
Relationship: Fellow lawyer in community
"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."
Trusts Attorney | Apr 23
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Mar 23
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Mar 18
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Mar 18
Relationship: Fellow lawyer in community
"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."
Unknown Attorney | Mar 17
Relationship: Worked together on matter
"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!"
Estate planning Attorney | Mar 17
Relationship: Worked together on matter
"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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Independence Estate planning Lawyer Scott Allen Williams
Scott Allen Williams
Estate planning Attorney
Independence, OH
Licensed for 33 years