With this year's in person education programs disrupted by the public health crisis, we have prepared the following video in place of the 2020 Annual Client Meeting.  

Please note you do not need to print a hard copy of the slides unless you wish to make notes during the presentation.

Once you have completed the video, please either scan and email your completed handouts to Pat McCrea ( or you may return them by U.S. mail to Pat McCrea, Williams Allen Casey, LPA,
5700 Lombardo Center Drive, Suite 290, Seven Hills, OH 44131.

2020 | Annual Client Meeting

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

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© 2020 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.