Scott Allen Williams

Scott Allen Williams

also known as Scott A. Williams

5.0
Rating: 9.5

Licensed for 34 years

Estate planning Lawyer at Independence, OH
Practice Areas: Estate Planning, Trusts

6000 Lombardo Center Drive, Suite 615, Independence, OH

About Scott

Biography

Practice Areas

2

Practice Areas

Estate Planning 50%

34 years | 3,000 cases

50%
Trusts 50%

34 years | 3,000 cases

50%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in New York for 7 years

State: New York

Acquired: 2018

Currently Registered

No misconduct found

Licensed in Ohio for 34 years

State: Ohio

Acquired: 1991

Active

No misconduct found

Location

Williams Allen Casey LPA

6000 Lombardo Center Drive, Suite 615, Independence, OH, 44131

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Scott Allen Williams's Reviews

Avvo Review Score

5.0 /5.0

92 Client Reviews

5 star (92)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Peter | December 2, 2020 | Hired Attorney

This review is from a person who hired this 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 regulati...ons. 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.

Posted by Kriste | November 22, 2020 | Hired Attorney

This review is from a person who hired this 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 | Hired Attorney

This review is from a person who hired this 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.

Posted by Vicki | November 20, 2020 | Hired Attorney

This review is from a person who hired this 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!

Posted by Rose | November 18, 2020 | Hired Attorney

This review is from a person who hired this 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.

See All Client Reviews

Scott Allen Williams's Lawyer Endorsements

Endorse Scott
Matthew V. Piwowar headshot
Matthew Piwowar

Estate planning lawyer | 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."

Andrew Michael Korduba headshot
Andrew Korduba

Estate planning lawyer | 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."

Joseph Michael Ferraro headshot
Joseph Ferraro

Estate planning lawyer | 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."

Jesci Kay Norrington headshot
Jesci Norrington

Estate planning lawyer | 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."

Robert Charles Pittman headshot
Robert Pittman

Estate planning lawyer | 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."

Annette L Gerhardt headshot
Annette Gerhardt

Estate planning lawyer | 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."

David Preston Crandall headshot
David Crandall

Trusts lawyer | 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."

Steven William Brown headshot
Steven Brown

Estate planning lawyer | 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."

CL Huddleston III headshot
CL Huddleston

Estate planning lawyer | 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."

Robert Amir Feisee headshot
Robert Feisee

Estate planning lawyer | 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."

Curt William Ferguson headshot
Curt Ferguson

Unknown lawyer | 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!"

Tamara Beam Cain headshot
Tamara Cain

Estate planning lawyer | 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."

View All Endorsements
Deanne L. Robison headshot
Deanne Robison

Estate planning lawyer

Matthew V. Piwowar headshot
Matthew Piwowar

Estate planning lawyer

Matthew A. Ferri headshot
Matthew Ferri

Estate planning lawyer

Raymond James Casey headshot
Raymond Casey

Estate planning lawyer

Jennifer Marie Allen headshot
Jennifer Allen

Estate planning lawyer

Andrew Michael Korduba headshot
Andrew Korduba

Unknown lawyer

Whittley Sue Pike headshot
Whittley Pike

Estate planning lawyer

Jeffrey Allen Cramer headshot
Jeffrey Cramer

Estate planning lawyer

Victor J Medina headshot
Victor Medina

Estate planning lawyer

Anna M. Eckert Byrne headshot
Anna Byrne

Estate planning lawyer

Jesci Kay Norrington headshot
Jesci Norrington

Estate planning lawyer

Robert Charles Pittman headshot
Robert Pittman

Estate planning lawyer

Karen L Brady headshot
Karen Brady

Estate planning lawyer

David Preston Crandall headshot
David Crandall

Estate planning lawyer

Steven William Brown headshot
Steven Brown

Estate planning lawyer

William James Liston headshot
William Liston

Estate planning lawyer

Marie Mirro Edmonds headshot
Marie Edmonds

Estate planning lawyer

Wendy Carol Masemer headshot
Wendy Masemer

Estate planning lawyer

Justin Peter Dituri headshot
Justin Dituri

Estate planning lawyer

Rachel Anne Kabb-Effron headshot
Rachel Kabb-Effron

Elder law lawyer

Experience

Rating:  9.5 (Superb)

Honors

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

Work Experience

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

Associations

2018 - Present

New York State Bar Association

Attorney Member

1992 - Present

National Network of Estate Planning Attorneys

Member

1992 - Present

Estate Planning Council of Cleveland

Member

1991 - Present

Ohio State Bar Association

Probate and Estate Planning Section Member

1997 - 1997

Ohio Forum of Estate Planning Attorneys

Past Chair

1993 - 2010

Ohio Forum of Estate Planning Attorneys

Member

Sample of Legal Cases

Case Number 1994ADV1098566

Jury found in favor of my client for the full value of the property.

See More Legal Cases

Education

1990

Cleveland State University - Cleveland-Marshall College of Law

Law

1987

Purdue University

Bachelor of Arts

Speaking Engagements

2022

Two Day Continuing Legal Education Workshop

Funding a Revocable Living Trust

2018

Estate Planning Collegium

Enhanced Trust Settlement Revisited

2018

Estate Planning Collegium

Trust Drafting Day Camp

2017

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

2016

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

2015

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

2014

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)

2013

Southwest General Estate Planning Series

Often Overlooked Estate Planning Traps

2012

Estate Planning Education Series

Estate Planning Fundamentals

2011

Estate Planning Collegium

Marketing With Continuing Education Programs

2011

Estate Planning Collegium

Creating Client Advisory Boards

2010

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

2008

Ohio Division of Insurance Continuing Education Program

Back to Basics

2008

Advanced Practicum Implementation Program

Touching the Hearts and Souls of Clients

2007

Summit County Bar Association Meeting

Estate Planning Trends in 2007

2006

Advanced Practicum Implementation Program

Estate Planning in the Era of Wealth Reception

2004

Southwest General Estate Planning Series

Introduction to Estate Planning

2004

Estate Planning Collegium

Irrevocable Life Insurance Trusts

2001

Summer Workshop

Retirement Plans Under the New Regulations

1999

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

1997

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

1995

Practicum 1 and Practicum 2

Practicum Transformation Program

Publications

2017

Trust Drafting Sofware PlanningPro 2017

2016

Trust Drafting Software PlanningPro 2016

2015

Trust Settlement Software SettlementPro 2016

2015

Trust Funding Software FundingPro 2016

2011

Southwest General Health Foundation Newsletter Twelve Common Estate Planning Mistakes

2004

Trust Settlement Software SettlementPro

2003

Advanced Planning Solutions Technical Legal Requirements of Trust Funding

2002

Trust Drafting Software PlanningPro

1999

Hard Copy Book Generations; Planning For Your Legacy

1998

Trust Funding Software FundingPro

1996

Hard Copy Book Legacy; Plan, Protect and Preserve Your Estate

Languages

English

Activity

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