John J. "Jeff" Scroggin

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Roswell, GA

Scroggin & Company, PC
 | The Brannon House, 647 Mimosa Boulevard
Roswell, GA 30075
Phone: 770-640-1101
Selected to Super Lawyers: 2009 - 2017
Licensed Since: 1980
Practice Areas:
  • Estate Planning & Probate (40%),
  • Business/Corporate (40%),
  • Tax: Business (20%)
Attorney Profile

 

John J. Scroggin has been practicing business, tax and estate planning law in Atlanta for 38 years. He has devoted his career to handling tax planning, estate planning, probate, business representations, business succession and sales of businesses in Georgia. His practice extends though out Georgia and Florida.

 

Mr. Scroggin holds a B.S.B.A. in accounting, a juris doctorate and a Master of Laws in Taxation (LL.M.) from the University of Florida. He has taught tax law at the University of Florida Law School and College of Business. He was a CPA with Arthur Andersen's nationwide estate planning group.

 

Mr. Scroggin is a member of the Board of Trustees of the University of Florida Levin College of Law and is a Founding Member of the University of Florida Tax Institute Board of Trustees.

 

From 2006-2011, Mr. Scroggin served as Founding Editor-in-Chief of the NAEPC Journal of Estate and Tax Planning, one of the largest circulation estate planning journals in the country. Mr. Scroggin was co-editor of Commerce Clearing House's Journal of Practical Estate Planning from 2004 through 2006.

 

John Scroggin has been rated "AV" by Martindale Hubbell since 1990. He has a 10 out of 10 AVVO ranking and has been named a Nationally Accredited Estate Planner by the National Association of Estate Planners and Councils.

 

Mr. Scroggin is known for his ability to convert complex technical information into practical, usable forms. He has authored more than 250 articles and columns, as well as various books on business matters, tax planning and estate planning. He has spoken to audiences across the nation on these issues. Further, Mr. Scroggin had been interviewed on television, radio and the Internet, and he has been extensively quoted in various newspapers, magazines and other sources.

 

The firm provides estate planning, probate and post-mortem tax planning services in the metro Atlanta counties of Fulton, Cobb, Gwinnett, DeKalb, Forsyth, and Cherokee.

 

Jeff works out of a 1889 house in the heart of the Roswell Historic District. The building contains one of the largest collections of tax and IRS memorabilia in the United States. The collection was featured in a front page article in the Wall Street Journal on April 15, 2015.

 

 
Practice Areas
Lawyer Practice Area Pie Chart

Estate Planning & Probate (40%): Probate & Estate Administration, Trusts, Wills

Business/Corporate (40%): Business Formation and Planning, Contracts, Business Organizations

Tax (20%): Tax Law

Focus Areas

Estate Planning & Probate: Probate & Estate Administration, Trusts, Wills

Business/Corporate: Business Formation and Planning, Contracts, Business Organizations

Tax: Tax Law

Selections

Selected to Super Lawyers for 9 yearsbottom-image

Super Lawyers: 2009 - 2017

Email Me

To: John J. "Jeff" Scroggin
Super Lawyers: Potential Client Inquiry

White Papers

  • Developing an Estate Planning Practice, Oppenheimer Funds, 2010.

  •  The Use of REITs in the Estate, Family and Business Planning of Beverage Distributors, 2006

  •  The Family Love Letter, AXA Advisors, Nueberger Berman and Enterprise Group of Funds, eleven re-printings 2001-2016;

  • Tax and Financial Planning for Ministers, A Practical Analysis, Milliken Press, 1984

  • Stewardship, a Self-Study Guide, Milliken Press, 1986

  • Family Incentive Trusts, National Underwriter, 1999

  • About John Scroggin

    Admitted 1980, Georgia

    Professional Webpage: http://www.scrogginlaw.com/Attorneys/John-J-Scroggin.shtml

    Honors and Awards:

    • "Five Star Wealth Advisor" in 2009, 2010, 2011, 2013, 2014, 2015 and 2016 in Atlanta magazine
    • Martindale Hubbell Attorneys' Rating: "AV" (highest rating possible) since 1990
    • Historic Roswell Convention and Visitors Bureau, President’s Award, 2011.
    • 1996 Preservation Award, Roswell Historical Society.
    • Certified Financial Planning Board of Examiners Best Planning Article Award, 2000
    • Website Recommended (for Estate Planning) by AICPA Journal of Accountancy, 2001
    • Nationally Accredited Estate Planner (AEP Designation), National Association of Estate Planners and Councils

    Special Licenses/Certifications:

    • Accredited Estate Planner, National Association of Estate Planners and Councils.
    • Certified Public Accountant, 1981 - 1987

    Bar/Professional Activity:

    • Founding Member, University of Florida Advisor Network., 2015
    • Atlanta Philanthropic Advisor Leadership Institute, 4th Class, 2012
    • University of Florida Levin College of Law Board of Trustees, 2011-2017
    • Founding Member, University of Florida Tax Institute Board of Trustees, 2012-present; Executive Committee member,2014-present..
    • Board of Directors, Estate Planning Council of North Georgia, 2000 - 2006; President, 2002 - 2005; Vice President, 2001.
    • National Association of Estate Planners & Councils, Board of Directors, 2001-2010; Co-Chairman, Long Range Planning Committee,2007-2009; Chairman Publishing Committee, 2006-2010.
    • U.S. Court of Appeals 11th Circuit; Supreme Court of Georgia; Tax Court
    • Estate Planning Columnist, Advisor Today Magazine, 1998 - 2010.
    • Member, Total Return Trust Legislation Committee, State Bar of Georgia, 2002 - 2005
    • Chairman, National Association of Estate Planners and Councils 2004 National Convention
    • Program Chairman, Georgia ICLE Annual Program on Representing Closely Held Businesses, 1997 - 2003
    • Editorial Board, State Bar of Georgia, Tax Section, 2002 - 2003
    • Member, Capital Trust Company Attorney Advisory Committee (Delaware), 2004 - 2006
    • State Revenues Society
    • NAEPC
    • Atlanta Estate Planning Council
    • American Revenues Society
    • Estate Planning Council of North Georgia
    • American Tax Token Society
    • Florida Bar
    • Buckhead Study Group
    • Financial Planning Association

    Pro bono/Community Service:

    • Founding Member, University of Florida Advisor Network, 2015
    • Advisory Council for the Honorable Dr. Tom Price, Member of the United States House of Representatives; Taxes and Finances Advisory Committee, 2007
    • University of Florida Levin College of Law Board of Trustees, 2011-2017.
    • Founding Board Member, UF Law Tax Institute, 2012-present; Executive Board, 2014-present
    • Founding Member of the Board,  Friends of Barrington Hall, Inc., 2008 - 2012; Chairman, 2008-2012.
    • Major Sponsor: Roswell Square Concerts in the Park and on the River, 1996 - Present
    • National Association of Estate Planners & Councils, Board of Directors, 2001-2010; Co-Chairman, Long Range Planning Committee,2007-2009; Chairman Publishing Committee, 2006-2010.
    •  Founding Editor-in-Chief, NAEPC Journal of Estate and Tax Planning (a Publication of the National Association of Estate Planners and Councils), 2006 - 2011.
    • Founding Member, Board of Trustees - Center for the Visually Impaired Foundation, Inc., 1989 - 1992; VIce-Chairman, 1990-1992; Chairman Planned Giving Committee, 1991-1992.
    • Member, Board of Directors of North Fulton Community Foundation, 2003 - 2009, Vice-Chairman, 2005-2007; Chairman, 2007-2009.
    • Sponsor: Annual University of Florida Law School Atlanta Alumni Luncheons, 1990 - 2000
    • Roswell Woman's Club
    • Alpharetta Parks Panthers Football, 2006
    • Friends of Roswell, 2006 - 2007
    • Alpharetta Arboretum, 2008 - 2009
    • Roswell Baptist Church Endowment, 2007 - 2008
    • Legal Advisor, National Rendezvous & Living History Foundation, 2000 - 2005
    • RUMC Foundation Advisory Board, 1999 - 2006
    • RUMC Board of Stewards, 1998 - 2002
    • Member, Roswell United Methodist Church Stewardship Committee, 1996 - 1999
    • Member, Atlanta United Way, Planned Giving Committee, 1994 - 1999
    • Founding Member, Board of Trustees - Atlanta Highlands Church of Christ, 1981 - 1989
    • Roswell Rotary Club; Charity Committee; Paul Harris Fellow; Paul Harris Society Member; Will Watt Fellow; Chairman's Award
    • Member, Board of Directors, Historic Roswell Convention and Visitors Bureau, 2004 - Present

    Scholarly Lectures and Writings:

    • Author, What Dead Celebrities can Teach Us about Estate Planning, Leimberg Estate Planning Newsletter, 2016
    • Speaker, The Trump Administration’s Impact on Estate Planning, National Association Of Estate Planners And Councils Annual Conference, 2016
    • Learning from the Estate Planning of Deceased Celebrities, Speaker, Financial Planning Association National Convention, 2016
    • Estate Planning Update, Speaker, Southeast Accounitng Show, 2016
    • Unexpected Tax Basis Traps and Opportunities, Speaker, Florida Tax Institute, 2016
    • Estate Planning Trends and Changes, Speaker, Georgia Society of CPAs Annual Estate Planning Conference, 2016
    • Why Heirs should fear a Parent’s new Marriage more than the Tax Collector, Speaker, Financial Planning Association National Convention, 2016
    • Learning from the Estate Planning of Deceased Celebrities, Speaker, National Association of Estate Planners and Councils Annual Conference, 2016
    • Divorce Negotiations from the Perspective of a Tax & Estate Planning Attorney, Author, Estate Planning Magazine, 2016
    • Estate Planning Implications of Remarriage, Author, Financial Planning magazine, 2016
    • Eliminating Spousal Rights, Author, Estate Planning Magazine, 2016
    • Spousal Rights in Remarriage, Author, Estate Planning Magazine, 2016
    • Tax, Estate Planning and Practical Issues in Divorce and Remarriage, Author, Liemberg Information Services, 2015
    • Planning for the Average Client, FPA Regional Conference,, 2015
    • Divorce Negotiations and Tax Planning, Orlando Estate Planning Council , 2015
    • “A Potpourri of Tax and Estate Planning Traps and Opportunities," Co-Authored with Lauren Dentzel, LISI Estate Planning Newsletter, Spring 2015; republished in the NAEPC Journal of Estate and Tax Planning, Summer 2015 at www.NAEPC.org, 2015
    •  “Tangible Personal Property: The Most Forgotten Part Of An Estate Plan?," Merrill Anderson Estate Planning Studies, April., 2015
    • "Tax Basis Planning," National Association of Estate Planners and Councils Webinar, 2015
    • ”A few Tax and Estate Planning Traps and Opportunities you may Never have Heard About” Tampa Estate Planning Council., 2015
    • “Tax Basis Planning: Opportunities and Traps,” Florida Bar Tax Section Fall Meeting (Orlando)., 2015
    • Changing Demographics are Changing how we do Estate Planning, FPA Retreat 2015 , 2015
    • Tax, Estate Planning and Practical Issues in Divorce and Remarriage, American Institute on Federal Taxation , 2015
    • Tangible Personal Property: The Most Forgotten Part Of An Estate Plan?," Co-Authored with Michael Burns, LISI Estate Planning Newsletter, February 2015; republished in the NAEPC Journal of Estate and Tax Planning, Spring 2015 at www.NAEPC.org., 2015
    • A Potpourri of Tax Planning Ideas and Strategies, University of Florida College of Law Tax Institute , 2015
    • Income Tax Planning for Clients with Shorter Life Expectancies, Estate Planning Magazine, 2014
    • Income Tax Planning for Clients with Shorter Life Expectancies, WG&L/RIA Practical Tax Strategies, 2014
    • UF College of Law Tax Institute, Tax Basis Planning, 2014
    • Tax Basis Planning, Palm Beach Tax Institute , 2014
    • Tax Basis Planning, Seattle Bar Association Annual Conference , 2014
    • Estate and Income Planning Opportunities and Traps you probably never Knew About, FPA National Convention, 2014
    • Basis Planning, Merrill Anderson Estate Planning Studies, 2014
    • Tax Basis Planning - the Basics, LISI Estate Planning Newsletter, republished in the NAEPC Journal of Tax and Estate Planning, 2014
    • Understanding Section 1014(e) and Tax Basis Planning, LISI Estate Planning Newsletter ; republished in the NAEPC Journal of Tax and Estate Planning, 2014
    • The Future of Estate Planning, EBA Estate And Business Planning Institute (Evansville, IN), 2014
    • Innovative Planning after 2013, 2014 FPA Retreat (Miami), 2014
    • Rethinking Strategies in Light of the Larger Exemption,, Georgia Federal Tax Conference, 2014
    • The Future of Estate Planning, Chattanooga Estate Planning Council , 2013
    • Atlanta Bar Association, Future of Estate Planning, 2013
    • Tax Planning Jeopardy, Newport, RI, 2013
    • Southeastern Accounting Show, Tax and Estate Planning Update, 2013
    • "Tax Complexity, History and Humor," LISI Income Tax Newsleter #42, April 15, 2013; republished in NAEPC Journal of Estate and TaxPlanning., 2013
    • The Realities of Family Business Succession, Guardian Life (Tampa)., 2013
    • "Where is the Estate Planning Profession Going?" LISI Estate Planning Newsletter; Republished in NAEPC Journal of Estate and Tax Planning, 2013
    • “Tax Planning Traps and Tips after 2012,” Georgia State Bar ICLE, 2013
    • “Tax Jeopardy,” Guardian Life National Meeting(Chicago), June, 2013
    • “Planning after 2012,” Georgia Federal Tax Conference., 2013
    • “State of the Estate and Gift Tax,“ Georgia Society of CPAs Tax Forum (Savannah & Atlanta)., 2012
    • “Transfer Tax Planning in 2012,” Georgia Society of CPAs,  May 2012., 2012
    •  “The Family Love Letter,” Cincinnati Young Presidents Club, (Cincinnati), December 2012. , 2012
    • “Estate Planning and Tax Update,” Georgia Society of CPAs Annual Estate Planning Conference (Reynolds Plantation). August 2012., “Estate Planning and Tax Update,” , 2012
    • “Planning in 2012 for Clients with Shorter Life Expectancies,” Leimberg Information Services Estate Planning Newsletter #1967, May 29, 2012;  Republished by the Financial Planning Association on www.fpanet.org, in June 2012; Republished by the Asset Protection Society on  www.assetprotectionsociety.org in June 2012; Revised and Republished in Leimberg Information Services Estate Planning Newsletter #1987, July 17, 2012; Republished in the NAEPC Journal of Estate and Tax Planning, Summer 2012 at www.NAEPC.org; Republished in Linked-In Discussion Groups, July 18, 2012., 2012
    • “Planning for the Terminally Ill in 2012,” RIA-WG&L Tax Watch, Summer 2012 (3 part series)., 2012
    • “Creative Planning with the $5M Gift Exemption,”  Georgia Federal Tax Conference, June 2012., 2012
    • “Estate Planning Update,” FPA Regional Conference (Atlanta), May 2012., 2012
    • “7 Realties of Family Business Succession,” Guardian Life Annual Meeting (Philadelphia), September 2012., 2012
    • “7 Realities in Family Business Succession,” Leimberg Information Services Newsletter #1932, Winter 2012, 2012
    • "Creative Planning in 2012," Dallas Community Foundation, (Dallas) January, 2012
    • Planning Traps and Opportunities 2011-2012,” Financial Planning Association Annual Meeting (San Diego), September 2011., 2011
    • “Traps, Trends and Opportunities in Estate and Tax Planning after 2010,” Investacorp (Tucson), May, 2011
    • “Creative Planning after 2010,” 2011 Estate Planning Conference for Kovack Securities (Fort Lauderdale), February 2011., 2011
    • "Eight Inevitables of Family Businesses and how to Eradicate Them," Georgian Bank, February, 2011
    • "Traps, Trends and Opportunities in Estate and Tax Planning after 2010," Wisconsin FP A Meeting (Milwaukee), March, 2011
    • "20 Insurance Planning  Opportunities," LPL, (Palm Beach), April, 2011
    • "Estate Planning in Chaos" Schwab National Webinar, April, 2010
    • "Sample Client Letter on Planning in 2010 and 2011," NAEPC Journal and Leimberg Information Services Newsletter, February, 2010
    • "The Future of the Estate Planning  Business," Leimberg Information Services Newsletter #1657, June, 2010
    • "Should Clients Consider Gifting in 2010?" (with Charlie Douglas), Leimberg Information Services Newsletter #1668, July, 2010
    • "Should Clients Consider Gifting in 2010?" (with Charlie Douglas), NAEPC Journal, Fall, 2010
    • "Gifting in 2010," (a three part series), Howard Zaritsky's Estate Planning Update and RIA Tax Watch, July, 2010
    • "Estate Planning for the Terminally HI, 2010/2011," Leimberg Information Services Newsletter, December, 2010
    • "The Seven Inevitables in Family Businesses and How to Eradicate Them," SFSP Arizona Institute (Phoenix) January, 2010
    • "Trends, Traps and Opportunities," Estate Planning Council of North Georgia, January, 2010
    • "Seven Trends in Estate  Planning," International Forum (Orlando), January, 2010
    • "Planning  in Chaos," Wells Fargo Wealth Advisors, The Dempsey Group, The Milner Group, February, 2010
    • "Perspectives on Estate Planning," University of Florida Law School LL.M., (Gainesville), March, 2010
    • "Tax Trends, Traps and  Opportunities,"  Georgia FPA Regional Meeting, March, 2010
    • "Tax and Estate Planning for the Next Decade," Georgia Forestry Association Annual Meeting (Amelia Island), July 2010, (Dublin) September, 2010
    • "Planning for the Rest of 2010," Georgia Society of CPAs Annual Estate Planning Meeting (Reynolds Plantation), July, 2010
    • "Planning in Confusion," Gulf States FPA Annual Meeting (Biloxi), August, 2010
    • "Using LLCs and LLLPs" Georgia Forestry Association, (Dublin, Georgia) September, 2010
    • "Planning for the Rest of 2010," 25th Annual Society of Financial Services Professionals Southeastern Symposium, September, 2010
    • "Planning in 2010 and for 2011," Society of Financial Services Professionals Podcasts on Planning in 2010 (three parts), September, 2010
    • "Planning in Chaos," Columbus Ohio Community Foundation Annual Meeting (Columbus), October, 2010
    • "Investments and Creative Trust Planning," Investacorp Annual Meeting (Miami) November, 2010
    • "Planning for Baby Boomers," Charlotte Estate Planning Council, (Charlotte) January, 2009
    • "Smaller Exemptions or a Return to 2001? A Contrarian's View," Leimberg Information Services Newsletter #1521, September, 2009
    • "The Future of Estate Planning" University of Florida Law School, (Gainesville) November, 2009
    • "Complexity of the Code," NAEPC Journal of Estate and Tax Planning, Editors Column, January, 2009
    • "What Comes Next?" Advisor Today, March, 2009
    • "Estate Planning - Its all about the Legacy," Wall Street Journal website, March, 2009
    • "Planning for What Happens Next," NAEPC Journal of Estate and Tax Planning, Editors Column, June, 2009
    • "Taxes are Going Up," Advisor Today, December, 2009
    • "The 7 Inevitables in Family Businesses and How to Eradicate Them," MetLife (Los Angles, Philadelphia, Chicago), January & February, 2009
    • "Avoiding the Inevitable  Problems in a Family Business," International Forum (Los Angles) January, 2009
    • "The Family Love Letter and Leaving a Legacy," Sarasota Community Foundation (Sarasota) January, 2009
    • "Influencing the Legacy," Southwest Florida Estate Planning Council Distinguished Speaker Series (Sarasota) January, 2009
    • "Planning for Baby Boomers," Memphis Estate Planning Council (Memphis), February, 2009
    • "Creative Planning," North Georgia Estate Planning Council (Gainesville), February, 2009
    • "Planning in the Midst of Chaos," Estate Planning Council of North Georgia, March, 2009
    • "Planning in Chaos," Insurance and Financial Leaders of the Southeast (Hilton Head) May, 2009
    • "Trends in Estate Planning," Bank of America/Merrill Lynch Wealth Advisors National Conference, July, 2009
    • "Planning in a Down Economy," Financial Planning Association Virtual Learning Center, August, 2009
    • "Update on Estate Planning," Capstone (Reynolds Plantation), September, 2009
    • "Exiting the Family Business without Losing your Family or your Retirement," National Beer Wholesalers Association (Las Vegas) September, 2009
    • "Capitalizing on Personal Trust Trends," Schwab Impact National Conference (San Diego) September, 2009
    • "Trends in Estate Planning," Philadelphia Financial Planning Association Annual Meeting, Key Note Presentation, (Philadelphia), October, 2009
    • "Tax & Estate Planning Issues in Divorce," American Academy of Matrimonial Lawyers Annual Family Law Seminar (Atlanta), December, 2009
    • "Trends in Estate Planning," Gerber & Co. (Los Angeles), December, 2009
    • Developing an Estate Planning Practice, Oppenheimer Funds, 2009
    • "Seven Realities of Family Business Succession," Life Insurance Selling, January, 2008
    • "Using Revenue Ruling 2007-13 to Fix Defective Insurance Trusts?" Advisor Today, February, 2008
    • "Unintended Consequences of the Baby Boomers," National Underwriter, April, 2008
    • "Effectively Using the Annual Exclusion," Advisor Today, June, 2008
    • "Unexpected Consequences of the Baby Boomers," NAEPC Journal of Estate and Tax Planning, Spring, 2008
    • "Creative Uses of the Annual Exclusion," Advisor Today, August, 2008
    • "Multi-State & Multi-Country Estate Planning," FPA Virtual Learning Center, April 2007; rebroadcast February, 2008
    • "Unexpected Uses of Life Insurance in Estate Planning," MetLife Insurance (San Diego, Chicago, Boston), January, 2008
    • "Estate Planning using Revocable Trusts," Northern Arkansas Estate Planning Council (Fayetteville) February, 2008
    • "Estate Planning in Uncertain Times," San Diego Financial Planning Association, (San Diego) February, 2008
    • "Estate Planning" Georgia Financial Planning Association Annual Meeting, February, 2008
    • "The Future of Estate Planning," University of Florida Law School LL.M. Tax Program (Gainesville) March, 2008
    • "Estate and Tax Planning in the Chaos of 2008-2011," Spokane Estate Planning Council Annual Meeting (Spokane) May, 2008
    • "What Every Estate Plan Should Include," Schwab Trust Services (Reynolds Plantation, Palm Springs, San Francisco) May, 2008
    • "Estate Planning Concepts," Houston Financial Planning Association Annual Meeting (Houston) August, 2008
    • "Business Succession," NAIFA Atlanta, August, 2008
    • "Planning after the Election," Northwest Florida Estate Planning Council (Pensacola) September, 2008
    • "Seven Trends Impacting Estate Planning," Schwab National Impact Meeting (Atlanta), September, 2008
    • "Planning after the Election," National Beer Wholesalers Association Annual Convention  (San Francisco), September, 2008
    • "Planning after the Election," Financial Planning  Association National Convention (Boston), October, 2008
    • "Essentials of any Estate  Plan," Schwab Atlanta, October, 2008
    • "Planning and the 2008 Election," Ameriprise Top Producers Program (Hartford), October, 2008
    • "Planning for Baby Boomers," MetLife Mystery Tour for Top Producers (New York City) October, 2008
    • "Planning for Business Transfers 2008-2011," Guardian Life, December, 2008
    • "A Return to 2001 - the Impact of the Election," National Underwriter, November 2006; reprinted in AIG Focus Life Carriers Newsletter, 2007
    • "Liquidity Planning & Permanent Estate Tax Reform," National Underwriter, April, 2007
    • "Estate Planning to Cope with the Current Legislative Uncertainty" Estate Planning magazine, May 2007; Republished in NAEPC Journal of Estate and Tax Planning, December, 2007
    • "Medical Directives," NAEPC Journal of Estate and Tax Planning, July, 2007
    • "Using Revenue Ruling 2007-13 to Fix Defective Insurance Trusts,"  National Underwriter, September 3, 2007
    • "Estate Tax Fixes Before 08." Registered Representative Newsletter, November 28, 2007
    • "Do your Clients Need to Move their Life Insurance before the End of 2007?" Advisor Today, November, 2007
    • "Conflict and Estate Planning," NAEPC Journal of Estate and Tax Planning Editor's Column, December, 2007
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" Philadelphia Estate Planning Council (Philadelphia), January, 2007
    •  "The Future of Estate Planning," Naples Estate Planning Council, (Naples, FL), January, 2007
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" BDO Accounting Firm Southeast Annual Meeting, January, 2007
    • "Planning for the Sale or Purchase of a Business," FPA Virtual Learning Center, March, 2007
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" St Louis Estate Planning Council (St. Louis) April, 2007
    • "A Return to 2001 ?" North Michigan Estate Planning Council (Saginaw), April, 2007
    • "Estate Planning in the Changing Legal, Demographic and Tax Environment," Martin County Estate Planning Council (Stuart, FL) May, 2007
    • "Six Trends Impacting Estate Planning," Georgia Society of CPAs, May, 2007
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" Northern Arkansas Estate Planning Council (Fayetteville) May, 2007
    • "Planning from 2007-2011," Wisconsin FPA Annual Meeting, (Milwaukee) June, 2007
    • "Estate and Insurance Planning: Opportunities When Estate Taxes Don't Matter," Million Dollar Round Table (Denver) June, 2007
    • "Planning in the Confusion of 2007-2011," Georgia Society of CPAs Annual Estate Planning Meeting (Callaway) July, 2007
    • "The Seven Inevitable Problems in a Family Business," Georgia Forestry Association (Savannah) July, 2007
    • "Estate Planning from 2007-2011," Atlanta Pension Group, August, 2007
    • "Estate Planning for Resident Aliens," FPA Virtual Learning Center, August, 2007
    • "Creative Estate Planning," All Day Pre-Conference Program, FPA National Convention (Seattle), September, 2007
    • "Multi-Generational Estate Planning," International Association of Financial Planning National Convention (Seattle), September, 2007
    • "Planning in the Confusion of 2011," Colorado Springs FPA Annual Meeting (Colorado Springs) September, 2007
    • "Avoiding 12 Common Estate Planning Mistakes," National Beer Wholesalers Association Annual Convention (Las Vegas), September, 2007
    • "Estate and Tax Planning from 2007-2011 - Confusion Reins," Gulf States FPA Annual Meeting (Mobile), November, 2007
    • The Use of REITs in the Estate, Family and Business Planning of Beverage Distributors, First Beverage Group, 2006
    • "Life Insurance and Business Succession," Journal of Financial Service Professionals, January, 2006
    • "Six Realities of Family  Business Succession," Advisor Today, February, 2006
    • "Seven Realities of Family Business Succession," NBWA Newsletter, March, 2006
    • "The Return of 2001?" Advisor Today, November 2006; NAEPC Journal of Estate and Tax Planning, October, 2006
    • "Innovative Insurance Planning Ideas," The Milner Group, January, 2006
    • "The Future of Estate Planning," Georgia Financial Planning Association Annual Meeting, February, 2006
    • "Does Income Tax Planning Trump Estate Tax Avoidance?," State Bar of Georgia Estate Planning Institute (Athens) February, 2006
    • "Family Business Succession," The Milner Group, March, 2006
    • "Innovative Planning Ideas," North Alabama Estate Planning Council (Birmingham) March, 2006
    •  "The Future of Estate Planning," Red River Estate Planning Council (Fargo) April 2006; AXA Planning Conference, May, 2006
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" Georgia Tax Conference, June, 2006
    • "Influencing the Legacy," AXA Estate Planning Conference, July, 2006
    • "Innovative Planning Ideas," AXA Estate Planning Conference (Wisconsin), August, 2006
    • "Thirty Innovative Planning Ideas," Central Ohio FPA (Columbus) August, 2006
    • "The Seven Inevitable Problems in a Family Business," National Beer Wholesalers Association National Convention (Orlando), September, 2006
    • "Estate Planning War Stories," The Milner Group, October, 2006; December, 2006
    • "The Future of Estate Planning," AXA Planning Conference (Philadelphia), September, 2006
    • "The Future of Estate Planning (3 hours)," Salt Lake City Estate Planning Council (Salt Lake), November, 2006
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" Atlanta Estate Planning Council, November, 2006
    • "Innovative Planning Ideas," Chattanooga Estate Planning Council (Chattanooga) November, 2006
    • "Reviewing Estate Planning Documents - a Practical Approach," Best of the Year FPA VLC Program, December, 2006
    • The Use of REITs in the Estate, Family and Business Planning of Beverage Distributors, 2006
    • "Estate Defective Trusts," National Underwriter, January, 2005
    • "Estate Defective Trusts," Taxes Magazine, January 2005, republished in Practical Estate Planning, April, 2005
    • "Are ILITs Still Viable?" (Two Parts) Advisor Today, January and February 2005; Republished in the Life & Health Section Newsletter of the Society of Financial Services Professionals. Summer, 2005
    • "Other Tax Planning Trumps Estate Tax Avoidance," National Underwriter, February, 2005
    • "How to Create Liquidity, without Going Broke," NBWA Newsletter, January, 2005
    • "The Increased Importance of Basis Planning," Trusts and Estates, April, 2005
    • "Medical Decision Making," Advisor Today, May, 2005
    • "The Increased Importance of Basis Planning," Estate Planning Newsletter, Society of Financial Services Professionals, May, 2005
    • "Common Mistakes in Creating, Operating and Transferring a Business," Society Page for SFSP, Summer, 2005
    • "Medical Decision Making in Georgia," Georgia Bar Journal, June, 2005
    • "Income Tax Planning Now that Estate Taxes are Less Significant" Estate Planning magazine, June, 2005
    • "Medical Decision Making," ABA Practical Lawyer, August, 2005
    • "What Happens When Federal Estate Taxes Don't Matter?" Advisor Today, (two parts) September- November, 2005
    • "The Importance of Basis Planning," Advisor Today, November, 2005
    • "How to Transfer Your Business Without Losing Your Shirt and Your Family," Society of Financial Services Professionals Arizona Institute (Tucson) January,, 2005
    • "Avoiding Common Mistakes in Estate Planning," Financial Planning Association Virtual Forum, April, 2005
    • "Estate Planning is not Dying, It's Just Evolving," Society of Financial Services Professionals Conference (Fort Worth) May, 2005
    • "The Family Love Letter," Enterprise Group of Funds, May, 2005; Morgan Stanley, June 2005; Enterprise, June, 2005
    • "Medical Decision Making in Georgia," Atlanta. May, 2005
    • "Innovative Planning Ideas," Phoenix Financial Planning Association (Phoenix) May, 2005
    • "How Legislative Changes are Changing Estate Planning," Atlanta NAIFA Annual Meeting, July, 2005
    • "Estate Defective Trusts," Commerce Clearing House Continuing Education Program, Summer/Fall, 2005
    • Central Florida Financial Planning Association Annual Meeting (Tampa) July, 2005; Wellstar Annual Estate Planning Program, August, 2005
    • "Does Income Tax Planning Trump Federal Estate Tax Avoidance?" Estate Planning Council of Winston Salem (Winston Salem) September, 2005
    • "Minimizing Conflicts in Estate Planning: Insurance and Other Solutions" Financial Planning Association National Convention Vi Day Pre-Conference (San Diego), September, 2005
    • "Hot Topics in Estate Planning," Financial Planning Association National Convention (San Diego), September, 2005
    • "Transferring your Business without Losing Your Shirt and Your Family," NBWA Annual Convention (Las Vegas) September, 2005
    • "The Changing Nature of Estate Planning and its Impact on Charities," Georgia Planned Giving Council, September, 2005
    • "Planning for the Aftermath of Hurricane Katrina," FPA Virtual Forum, October, 2005
    • "Non-Tax Issues in Estate Planning," Atlanta Bar Association, Estate Planning Section, October, 2005
    • "Avoiding Common Mistakes in Creating, Operating and Transferring a Business," Society of Financial Services Professionals National  Convention (Phoenix) October, 2005
    • "A Humorous Review of Taxes," Detroit Estate Planning Council (Detroit) November, 2005
    • "The Changing Nature of Estate Planning," Detroit Estate Planning Council Half Day Program (Detroit) November, 2005
    • "Planning when the Estate Tax Does Not Matter," College for Financial Planning Fall Tape Series, November, 2005
    • "Innovative Planning Ideas," Fort Worth Society of Financial Services Professionals (Fort Worth), November, 2005
    • "Innovative Planning Ideas," Denver Financial Planning Association  (Denver) November, 2005
    • "Avoiding Mistakes in Buy-Sell Agreements (two parts)," Advisor Today, Fall 2003 and Winter, 2004
    • "Avoiding Mistakes in Buy-Sell Agreements," NBWA Beer Perspectives, February, 2004
    • "Post-Creation Checklist for Georgia Business Entities," Georgia Bar Journal, April, 2004
    • "Influencing the Legacy," Advisor Today, April, 2004
    • "Avoiding Gift Problems," Advisor Today, June, 2004
    • "Dynasty Trusts," Advisor Today, August, 2004
    • "Fundamental Estate Planning," Advisor Today, November, 2004
    • "Ethics," Women in Financial Services, February, 2004
    • "Why Every Client Should Plan for Incapacity," Financial Planning Association Virtual Forum, March, 2004
    • "Technology and Estate Planning," Estate Planning Council of North Georgia, April, 2004
    • "Avoiding Common Mistakes in Estate Planning," (Dallas), August, 2004
    • "Avoiding Common Mistakes in Estate Planning," (Dallas), August, 2004
    • "The Creative Use of Trusts," Financial Planning Association National Convention, Pre-Convention Program (Denver), Sept., 2004
    • "Avoiding Common Businesses Mistakes," Financial Planning Association National Convention (Denver), September, 2004
    • "Planning with Trusts," Wilmington Trust, September, 2004
    • "Does Income Tax Planning Trump Estate Tax Planning?" National Association of Estate Planners & Councils Convention, October, 2004
    • "Influencing the Legacy," National Association of Estate Planners & Councils Convention, October, 2004
    • "The Family Love Letter," Morgan Stanley, November, 2004; (Colorado Springs) November 2004; (Dallas) August,, 2004
    • "The Restraint Continuum," Advisor Today, January, 2003
    • "The Family Love Letter," CCH Practical Estate Planning, December 2002/January, 2003
    • "Planning for Divorce (2 parts)," WG&L Practical Tax Strategies, December 2002 and January, 2003
    • "Restraining an Inheritance can Accomplish a Client's Objectives," WG&L Estate Planning Magazine, March, 2003
    • "Protecting and Preserving the Family - the True Goal of Estate Planning (2 parts)," Broker World, March & April, 2003
    • "Planning & Divorce," (3 parts) Advisor Today, February, May, & July, 2003
    • "The Jobs and Growth Tax Relief Reconciliation Act of 2003," National Underwriter, June 2003; Reprinted NB WA, Summer, 2003
    • "Five Realities of Family Business Succession," Society of Financial Services Professionals Business Planning Newsletter, Fall, 2003
    • "Planning for Divorce (3 parts),"Society of Financial Services Professionals Retirement Counseling Newsletter, Fall, 2003
    • "It's Not About the Dead and Their Taxes," Advisor Today, October, 2003
    • "Influencing the Legacy," The Community Foundation for Greater Atlanta Newsletter, Fall, 2003
    • "Planning to Influence the Behavior of Heirs," FPA Journal of Financial Planning, November, 2003
    • "Fewer Taxable Estates Will Create Profound Changes," National Underwriter, December, 2003
    • "Planning When Taxes Don't Drive the Process," Florida FPA (Tampa) June, 2003
    • "Ethics," Atlanta NAIFA Annual Meeting, July, 2003
    • "The Changing Nature of Estate Planning," Estate Planning Council of Mississippi (Jackson), February 2003; Texas Society of CPAs Advanced Estate Planning Conference (Austin) August 2003; Gwinnett Estate Planning Council, May, 2003; Partners Financial (Chicago), September, 2003; FPA Success Forum Pre-Conference Program (Philadelphia), November, 2003; Cobb Community Foundation, December, 2003
    • "Planning for Divorce," FPA Tape Series, Summer, 2003
    • "Fundamental Estate Planning," National Beer Wholesalers Convention (Las Vegas), October, 2003; South Carolina Beer Wholesalers (Charleston), July, 2003; Florida Beer Wholesaler's Convention (Destin), October, 2003
    • "The Changing Nature of Estate Planning," FPA Success Forum Vfe Day Pre-Convention Program (Philadelphia) November, 2003
    • "Client Centered Collaboration  Panel Discussion," FP A Success Forum (Philadelphia), November, 2003
    • "Planning for the Business Owner (4 Programs)," Synovus Bank, October and November, 2003
    • "Passing the Family Business," & "Recent Changes Impacting Closely Held Businesses," State Bar of Georgia ICLE (Program Chair), October, 2003
    • "Influencing the Legacy," FP A Success Forum (Philadelphia), November 2003; Partners Financial (Chicago), September, 2003
    • "Elimination of the Estate Tax?" Advisor Today, January, 2002
    • "Protecting the Buyer of a Business," CCH Business Strategies Bulletin, January, 2002
    • "Personal Property: The Forgotten Part of the Estate  Plan," CCH Practical Estate Planning, February/March, 2002
    • "Time for Review, 2002," (3 parts) Brokers World, March-May, 2002
    • "Innovative Insurance Sales," NAILBA Magazine, Winter, 2002
    • "The Restraint Continuum," National Underwriter, June, 2002
    • "Protecting and Preserving the Family - the True Goal of Estate Planning (2 parts)," ABA Real Property, Probate and Trust Journal, Spring and Summer, 2002; Georgia Planned Giving Council Newsletter, 4th Quarter, 2002
    • "Handing Over the Family Business," Advisor Today, July, 2002
    • "Transfers to Minors," National Underwriter, August, 2002
    • "Reducing Conflicts in the Estate Plan," Advisor Today, September, 2002
    • "All in the Family," Investment Advisor, October, 2002
    • "Planning for Divorce," National Underwriter, November, 2002
    • "Techniques for the New Estate Plan," Investment Advisor, December, 2002
    • "The Changing Nature of Estate Planning," National Underwriter, December, 2002
    • "Estate Planning Today," Georgia State University MBA Program, March, 2002
    • "The Family Love Letter," (Reynold's Plantation), April 2002; (San Diego) June, 2002
    • "Planning for Business Owners," FPA National Retreat (Houston), April, 2002
    • "Estate Planning After the 2001 Tax Bill," FPA of Georgia Regional Conference, May, 2002
    • "Innovative Planning," (Naples) Florida FPA, June 2002, (Des Moines) July 2002, (Salt Lake), August, 2002
    • "Have We Gotten Estate Planning Wrong All These Years?" WellStar Foundation Annual Seminar, September, 2002
    • "Avoiding Mistakes in Buy-Sell Agreements," State Bar of Georgia ICLE (Program Chair), December, 2002
    • "Protecting and Preserving Family," FPA Tape Series, Fall, 2002
    • "What to Do Till the Tax Fog Passes," National Underwriter, January, 2001
    • "Hang on Advisors, Its Going to be a Bumpy Tax Ride," National Underwriter, January, 2001
    • "Planning to Protect and Preserve the Family," Advisor Today, January, 2001
    • "Effectively Using the Unified Credit," National Underwriter, April, 2001
    • "Effectively Using the Annual Exclusion," AICP A Tax Advisor (2 parts), June & July, 2001
    • "Estate Planning After the 2001 Tax Bill," National Underwriter, July, 2001
    • "Found Money," The Georgia Planned Giving Council Newsletter, 3rd Quarter, 2001
    • "Four Realities of Business Succession," CCH Business Strategies Bulletin, November, 2001
    • "Will the Estate Tax be Eliminated?," The Georgia Planned Giving Council Newsletter, December, 2001
    • "Protecting the Seller of a Business," CCH Business Strategies Bulletin, December, 2001
    • "Innovative Planning Ideas," Financial Services Corp; Enterprise Group of Funds, 2001
    • "Family Incentive Trusts," Central Texas Estate Planning Council (Austin), January 2001; Atlanta Estate Planning Council, May 2001; Wisconsin FPA & CP A Annual Symposium (Milwaukee), May 2001; Louisville Estate Planning Council (Louisville), September 2001; Enterprise Group of Funds (Austin), February 2001; Milner Group (Savannah, Macon, Columbus, Augusta), March, April, 2001
    • "Business Succession Planning - Thinking Outside the Box," Partners Financial (Austin), January, 2001
    • "Primer on Estate Planning," Oglethorpe University, February 2001; Morgan Stanley Annual Meeting, (Miami) May, 2001
    • "Planning to Protect & Preserve Family," Canada Life Annual Meeting, May, 2001
    • "What's New in Washington," NAIFA Annual Meeting (Philadelphia), April 2001; Canada Life Annual Meeting, May 2001; Milner Group, Summer, 2001
    • "2001 Tax Update," College for Financial Planning (Orlando &La Jolla) June & October 2001, Partners Financial (Austin) 2001; NAIFA Atlanta, August, 2001
    • "Recent Changes Affecting Closely Held Businesses," State Bar of Georgia ICLE (Program Chair), September, 2001
    • "Insurance Planning for 2001 and Beyond," Financial Services Corp Annual Meeting, October, 2001; Partners Financial (Chicago), September 2001; Hemisphere Group (Washington), October, 2001
    • "Elimination of the Estate and Gift Tax?" Advisor Today, January, 2000
    • "Common Estate Planning Errors," National Underwriter, January, 2000
    • "Incentive Based Estate Planning," Financial Services Advisor, Summer, 2000
    • "Two Realities in Estate Planning for a Business Owner," Advisor Today, May, 2000
    • "Mid-Year Planning," Financial Planning, June, 2000
    • "Family Incentive Trusts," Insights and Strategies, June, 2000
    • "Personal Property - The Forgotten Part of the Estate Plan," Advisor Today, July, 2000
    • "Tis Better to Give," Financial Planning (3 parts), July-September, 2000
    • "The Family Incentive Trust," Journal of Financial Services Professionals, July, 2000
    • "Unique Marketing Ideas," NAILBA Magazine, September, 2000
    • "War Stories in Estate Planning," National Underwriter, October, 2000
    • "Choosing a Trustee: A Practical Approach," Advisor Today, October, 2000
    • "Business Continuation Planning" and "Business Succession Planning" FPA Annual Retreat, (Phoenix) April, 2000
    • "Mid-Year Tax Planning Update," NAJFA Annual Meeting (Dallas), May, 2000
    • "Planning for the Affluent Client," National Underwriter, AALU Annual Meeting (Washington), May, 2000
    • "20 Innovative Planning Ideas," Canada Life National Meeting, May, 2000
    • "Planning in the 21st Century," Canada Life National Meeting, May, 2000
    • "Planning for the Transfer of a Closely Held Business," State Bar of Georgia; (Program Chair) September, 2000
    • "Business Succession Planning," Atlanta Life Underwriters Education Expo, August, 2000
    • "Unique Marketing Approaches," NAJLBA (Washington), November 2000; Financial Services Corporation, June, 2000
    • "Asset Protection Planning," University of Florida Law  School, Graduate Tax Program (Gainesville), June, 2000
    • "Family Incentive Trusts," Estate Planning Council of Mississippi (Jackson), November 2000; Children's Hospital of San Diego (San Diego), November 2000; Financial Network Investment Corp. Annual Meeting, (San Diego) July 2000; Tri-State FPA Annual Meeting (Philadelphia) May 2000; Wealth Solutions Management Seminar (San Jose), March, 2000
    • "Planning for the Affluent," and "Planning for the 21st Century," Partners Financial Annual Meeting (Chicago), September, 2000
    • "A Time for Review," Broker World, October 1998; Leads Magazine, 1999
    • "Rich But Not Idle," Financial Planning, November 1998; Bank Investment Marketing, February, 1999
    • "The Crummey Power," Life Association News, January, 1999
    • "The Family Love Letter," ABA Practical Tax Lawyer, Winter, 1999
    • "Planning for Incapacity," National Underwriter, February, 1999
    • "Changing Estate Planning," Life Association News,  June, 1999
    • "Innovative Planning for the Elderly," The Society of Senior Risk Managers (Charleston), 1999
    • "Creative Planning Ideas," Mid-South ChFC Annual Meeting (Memphis), 1999; Enterprise Group of Funds, 1999; CLU Seminar (Charlotte), 1999; Financial Services Corp. Annual Meeting, 1999
    • "Planning for the Elderly," The Society of Senior Risk Managers (Dallas), 1999
    • "Business Succession Planning," State Bar of Georgia; (Program Chair) September, 1999
    • "Fundamental Estate Planning," Atlanta Journal/Constitution Money & More Annual Program, 1999
    • "Planning for the New Millennium," College for Financial Planning, National Conference (Denver), 1999; North Carolina SFSP Annual Meeting (Charlotte), 1999
    • Family Incentive Trusts, National Underwriter, 1999
    • "Planning for the Terminally. HI," Broker World Magazine (two parts), December, 1997, January, 1998
    • "Estate Planning Issues You Might Have Missed in Recent Legislation," Trusts and Estates, January, 1998
    • "Sales and Tax Traps in Recent Tax Legislation," Broker World Magazine, March, 1998
    • "The 21st Century Planner" Financial Planning, April, 1998
    • "Charitable Reverse Split Dollar Insurance," Financial Planning May/June, 1998
    • "What's Wrong With Charitable Reverse Split-Dollar Insurance?" Broker World, June/July, 1998
    • "Does Charitable Reverse Split Dollar Insurance Work?" National Underwriter, July 6, 1998
    • "Benefits and Traps for Insurance Agents in Recent Tax Law," Broker World, August, 1998
    • "Business Planning: Thinking Outside the Box," National Underwriter, October, 1998
    • "Estate Planning," U.S. - Philippine Chamber of Commerce Annual Convention, 1998
    • "Planning from Different Perspectives," Atlanta Life Underwriters Education Expo, 1998
    • "Professionalism in Representing the Small Business Owner," State Bar of Georgia; Program Chair, 1998
    • "The 1997 Tax Act," IAFP, National Convention (Salt Lake City), 1998
    • "A Debate on Charitable Reverse Split-Dollar Insurance," Atlanta Life Underwriters, November, 1998
    • "Basic Planning for the Elderly," The Society of Senior Risk Managers (Charleston), 1998
    • "Family Incentive Trusts," National Underwriter, (Cincinnati) 1999; First Financial Resources Annual Meeting, 1999; CUNA Mutual Group Annual Meeting, 1999; North Carolina SFSP Annual Meeting (Charlotte), 1999; Mid-South ChFC Annual Meeting(Memphis), 1999; MSouth Insurance, 1999; Financial Services Corp. Annual Meeting, 1999; Atlanta Life Underwriters Education Expo, 1998; International Association for Financial Planning, National Convention, 1998 (Salt Lake City); Atlanta ChFC Chapter 1998; Ascensus Insurance Services, 1998 (Salt Lake City); Gwinnett Estate Planning Council, 1998; Family Wealth Counselors Convention (Chicago), 1998; Society for Senior Risk Managers (Charleston), 1998
    • "What's New in Washington - 1997," IAFP, National Convention, (Orlando), 1997
    • "Using Trusts," Elder  Law Council, National Business Institute, 1997
    • "Planning with the New Tax Law," Subcenter National Meeting, (Kiwi Island), 1996
    • "A Time for Review," Fulton County Daily Report, Winter, 1995
    • "Practical Considerations in Renting Your Home During the Olympics,"  Atlanta Business Chronicle, October, 1995
    • "Limited Liability Companies, "National Business Institute, 1995
    • "Post-Incorporation Checklist (two parts)(," ABA Practical Lawyer, Winter & Spring, 1994
    • "Using Limited Liability Companies," Atlanta, Georgia, May, June, and October, 1994
    • "Valuation Issues in an Estate" and "Pre-Mortem Tax Planning," National Business Institute, 1994
    • "Use of Trusts in Georgia," National Business Institute, 1993
    • "Trusts in Estate Planning," The DeKalb County Estate Planning Council, 1993
    • "Use of Trusts - a Few Examples,"  First Union National Bank, 1993
    • "Family Limited Partnerships," The Milner Group, 1993
    • "Estate Planning for Retirement Plans", 1993
    • "Tax Planning for Insurance Agents", 1993
    • "Pre-Mortem Planning" and "Post-Mortem Planning," National Business Institute, 1992
    • "An Estate Planning Checklist for Clients Facing Disability or Terminal Illness, "Trusts & Estates, Winter, 1991
    • "Post-Incorporation Checklist for Georgia Corporations," The Atlanta Lawyer, Fall, 1991
    • "Practical Estate Planning," American General Life Insurance, Georgia Conference, 1991
    • "Tax Considerations in Estate Administration," National Business Institute, 1991
    • "Unusual Aspects of Estate Administration in Georgia," National Business Institute, 1991
    • "Basic Business Organizations - Operations", DeKalb/Decatur Bar Association, 1991
    • "Business and Tax Planning for a Professional," and "Working with Attorneys,"  Southern Council of Optometrists, 1991
    • "Independent Contractors," 1991 REMAX of Georgia Broker/Owner Retreat, 1991
    • "Planning for the Elderly and Terminally HI," American Bar Association - Practical Lawyer, Dec., 1990
    • "Estate Administration in Georgia, "National Business Institute, 1990
    • "Tax Planning for Estates in Georgia," National Business Institute, 1990
    • "Long Term Health Care Planning for the Elderly", 1990
    • "Unique Planning Ideas," North Carolina Society of CP As, 1990
    • "Wills, the Essentials"  and "Trusts for the Aged and Incapacitated", 1990
    • "Is the Power to Change Trustees a General Power of Appointment? Taxes Magazine, (with Rob Petmecky), August, 1989
    • "The IRS Takes Aim at Trustee Removal Provisions," ABA, Real Property Probate and Trust, Nov/Dec, 1989
    • "Post Mortem Elections by Fiduciaries," Beyond the Basics, 1989
    • "Planning for the Elderly and Terminally HI", 1989
    • "Planning for Payroll Taxes," American Bar Association - Practical Tax Lawyer, Spring, 1988
    • "Probate and Tax Checklist for Estates in Georgia," Georgia Bar Journal, February, 1987
    • "Current Issues and Recent Development in Estate Planning", 1987
    • "Tax Favored Methods to Finance a College Education," Georgia Society of CPA's, The Bottom Line, 1986
    • "Tax, Legal and Financial Aspects of Starting a New Congregation," Image Magazine, April, 1986
    • "Tax, Legal and Financial Aspects of Operating a Congregation," Image Magazine, April, 1986
    • "Payroll Tax Planning for the 1980s (two parts)", IAEP - Financial Planning Magazine, July and August, 1986
    • Stewardship, a Self-Study Guide, Milliken Press, 1986
    • "Planning for a New Business," Georgia Society of CPA's, The Bottom Line, Winter, 1985
    • "Tax Planning for Small Businesses," Georgia Society of CPA's, The Bottom Line, Spring, 1984
    • Tax and Financial Planning for Ministers, A Practical Analysis, Milliken Press, 1984
    • "Georgia - Federal Tax Differences - More Than Just a Nuisance," Georgia Bar Journal, 1983
    • Income Tax Planning for Clients with Shorter Life Expectancies, WG&L/RIA Practical Tax Strategies
    • “Estate Planning and Tax Update,” Georgia Society of CPAs Annual Estate Planning Conference (Reynolds Plantation). August 2012.
    • Building an Estate Planning Practice, Oppenheimer Funds, 2010 (printing withheld pending tax legislation)
    • The Family Love Letter. AXA Advisors and Enterprise Group of Funds, 2002, Second Printing 2005; Third Printing, 2006. Fourth Printing 2007; Fifth Printing 2008; Sixth Printing 2009; Seventh Printing 2010; Copyright and Trademark Licensed to AXA and Neuberger Berman
    • "Impact of the Elimination of Estate Taxes on Appraisers," Business Valuation, October 2000; Utah Association of CPAs
    • "Some Interesting Aberrations in the 2001 Tax Bill," Advisor Today, January 2002; Georgia Planned Giving Council Newsletter
    • "Avoiding Mistakes in Buy-Sell Agreements," ABA Practical Lawyer, June 2003; Republished  in the American Bar Association, Practice Checklist Manual on Advising Business Clients, HI; Republished in AICP A Selected Readings - Management of a Practice
    • "The Changing Nature of Estate Planning - The Fundamentals" CCH Practical Estate Planning, June 2003 ;Republished in CCH' s Estate and Financial Planning, August, 2003 at paragraph 32,571 of Volume 3
    • "The Changing Nature of Estate Planning - Influencing the Legacy" CCH Practical Estate Planning, December 2003; Republished in CCH's Estate and Financial Planning,paragraph32.621 of Volume 3
    • "The Changing Nature of Estate Planning - Divorce & Conflict," CCH  Practical Estate Planning, March 2004; Republished in CCH's Estate and Financial Planning
    • "Planning for the Basis of Assets," National Underwriter, June 14,2004; Republished in the Life & Health Section Newsletter of the Society of Financial Services Professionals
    • "The Changing Nature of Estate Planning - The Use of Trusts," CCH Practical Estate Planning, August 2004; Republished in CCH's Estate and Financial Planning
    • "Dealing with the Seven Inevitables of Family Businesses," Journal of Practical Estate Planning, March 2007; Republished in CCH' s Estate and Financial Planning, April 2007 in  Volume 3 republished by The American College, 2008 - 2010
    • "Post-Creation Matters"  State Bar of Georgia ICLE, 1992, 1996 & 1997
    • "What's New in Washington - 1998," The Milner Group; Atlanta Life Underwriters Expo; Braden Financial
    • "What's New in Washington -1999," Milner Group; Atlanta Life Underwriters Expo
    • "Estate Defective Trusts," Wilmington Delaware Estate Planning Council (Wilmington), November 2004; Dekalb Estate Planning Council
    • "Planning for the Aftermath of Hurricane Katrina," FPA Virtual Forum, November 2005 (2 Sessions)
    • "Reviewing Estate Planning Documents - a Practical Approach," FPA National Convention (Nashville), October 2006. - top rated presentation
    • "Multi-State Estate Planning - Issues and Opportunities," Philadelphia Estate Planning Council, (Philadelphia) May 2010
    • "Planning in 2010 and After," DeKalb Estate Planning Council, May 2010
    • The Family Love Letter, AXA Advisors and Enterprise Group of Funds, 2002, Second Printing 2005; Third Printing, 2006. Fourth Printing 2007; Fifth Printing 2008

    Other Outstanding Achievements:

    Video:

    Educational Background:

    • University of Florida, LL.M. (tax), 1979
    • University of Florida College of Law, Gainesville, Florida, J.D., 1977
    • University of Florida, Gainesville, Florida, B.S.B.A. Accounting, 1974

    Industry Groups

  • Atlanta Estate Planning Council
  • Estate Planning Council Of North Georgia
  • NAEPC
  • Find Me Online
    Office Location for John J. "Jeff" Scroggin

    The Brannon House
    647 Mimosa Boulevard
    Roswell, GA 30075

    Phone: 770-640-1101

     

    John J. "Jeff" Scroggin:

    Last Updated: 12/13/2016

    Page Generated: 1.2074029445648 sec