CLIENT UPDATE PROGRAMS

During the Client Update Programs, we will review the changes that were made to the "master" trust language.  We will have prepared your updated trust that includes all legal language updates as well as any personal changes you may have requested. 

 

Clients in the "Blue Group" update in even numbered years and clients in the "Red Group" update in odd numbered years.  If this is your year to attend a Client Update Program, you may register by clicking on the program you wish to attend below.  

 

If you are not certain which update group you are in, open the front cover of any of your estate planning portfolio and there should be either a red or blue sticker that corresponds to your update group.

 

You will need to bring BOTH your Red Estate Planning Portfolio and your Blue LifeDesign™ Portfolio to this program.

 

NOTE: Our venues for Client Update Programs have changed from prior years.  Please carefully note which location you register for. Directions to new locations will be sent to you prior to the event.

 

As legal documents will be signed at Client Update Programs, both spouses/partners and any currently serving trustees will need to attend.

Tuesday

Aug 13th, 2019
2pm-3:30pm

Freedom Square Conference Facility

Ground Floor
Conference Center

6000 Freedom Square  Dr

Independence OH 44131

Tuesday

Aug 13th, 2019
6pm-7:30pm

Freedom Square Conference Facility

Ground Floor
Conference Center

6000 Freedom Square  Dr

Independence OH 44131

Thursday

Aug 15th, 2019
10am-11:30am

Freedom Square Conference Facility

Ground Floor
Conference Center

6000 Freedom Square  Dr

Independence OH 44131

Thursday

Aug 15th, 2019
2pm-3:30pm

Freedom Square Conference Facility

Ground Floor
Conference Center

6000 Freedom Square  Dr

Independence OH 44131

Monday

Sept 9th, 2019
2pm-3:30pm

Freedom Square Conference Facility

Ground Floor
Conference Center

6000 Freedom Square  Dr

Independence OH 44131

Monday

Sept 9th, 2019
6pm-7:30pm

Freedom Square Conference Facility

Ground Floor
Conference Center

6000 Freedom Square  Dr

Independence OH 44131

Scott A. Williams has been recognized by Avvo.com as Supurb rated and a Clients' Choice estate planning 

© 2019 WILLIAMS ALLEN CASEY LPA | DISCLAIMER: The information contained on our website is provided for educational and informational purposes only; it is not intended to give personalized legal counseling or advice.  The receipt of this information does not establish an attorney-client relationship.  The information contained on our website should not be used as a substitute for professional legal advice, and we recommend you consult a qualified and licensed estate planning attorney for any personal counseling or questions you have.

AVVO_2015.png
AVVO_2016.png
AVVO_2017.png
AVVO_2018.png