John J. 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
Fax: 770-518-4124
Selected to Super Lawyers: 2009 - 2019
Licensed Since: 1980
Practice Areas:
  • Estate Planning & Probate (40%),
  • Business/Corporate (40%),
  • Tax: Business (20%)
Attorney Profile

John J. (“Jeff”) Scroggin has been married to Lynn for 40 years. They have three children and six grandchildren. His oldest son is an artistic blacksmith, his daughter has worked as a charitable fundraiser for six charities and his youngest son is an Iraq war veteran.

 Jeff has been practicing business, tax and estate planning law in Atlanta for over 40 years. He has devoted his career to handling tax planning, estate planning, probate, business representations, business succession and sales of businesses. His practice extends throughout Georgia and Florida.


Mr. Scroggin was a member of the Board of Trustees of the University of Florida Levin College of Law from 2011 to 2018. He has been a Founding Member of the Florida Tax Institute Board of Trustees since 2012.


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.


In November 2017 Jeff was inducted into the NAEPC Estate Planning Hall of Fame, becoming its 105th inductee. US News & World Report named Jeff as one of the 2018 and 2019 Best Lawyers in America. He has been rated "AV" (preeminent) by Martindale Hubbell since 1990. He has a 10 out of 10 AVVO ranking and is a Nationally Accredited Estate Planner (Distinguished).


From 2006-2010, 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.


Mr. Scroggin is known for his ability to convert complex technical information into practical, usable forms. He has authored more than 260 articles, columns, books and chapters of books on business matters, tax planning and estate planning. He has spoken over 400 times to audiences across the nation on these issues.


Jeff has been quoted extensively by national media, including 9 times in the Wall Street Journal, 3 times in the New York Times, 2 times in the New York Times International, 4 times in USA Today, 5 times in Forbes Magazine, 3 times in Fortune Magazine and once in the South China Post.


Since 1995 Jeff has practiced out of an 1889 house in the heart of the historic district of Roswell, Georgia – one of the few areas in Atlanta that was not destroyed during the 1864 Battle for Atlanta. The house contains one of the largest collections of IRS and tax memorabilia in the US. The collection of over 100,000 items was featured in a front-page article in the Wall Street Journal on April 15, 2015 – a suitable day for such an article.


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

 

 

 
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

Probate & Estate Administration, Trusts, Wills, Business Formation and Planning, Contracts, Business Organizations, Tax Law

Selections

Selected to Super Lawyers for 11 yearsbottom-image

Super Lawyers: 2009 - 2019

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To: John J. Scroggin
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White Papers

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

  • Family Incentive Trusts, National Underwriter, 1999

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

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

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

  •  The Family Love Letter, AXA Advisors, Nueberger Berman and Enterprise Group of Funds, eleven re-printings 2001-2017;

  • About John Scroggin

    Admitted: 1980, Georgia

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

    Honors/Awards:

    • Historic Roswell Convention and Visitors Bureau, President’s Award, 2011.
    • Named by the magazine as one of the Best Lawyers in America for 2019, 2019 Best Lawyers in America, US News & World Report
    • Martindale Hubbell Attorneys' Rating: "AV" (highest rating possible) since 1990
    • Certified Financial Planning Board of Examiners Best Planning Article Award, 2000
    • 1996 Preservation Award, Roswell Historical Society.
    • Nationally Accredited Estate Planner (AEP Designation), National Association of Estate Planners and Councils
    • Best Lawyers in America, US News & World Report, 2018
    • "Five Star Wealth Advisor" in 2009, 2010, 2011, 2013, 2014, 2015, 2016 and 2017 in Atlanta magazine
    • Website Recommended (for Estate Planning) by AICPA Journal of Accountancy, 2001
    • 105th Inductee to the NAEPC Estate Planning Hall of Fame, National Association of Estate Planners and Councils, 2017

    Special Licenses/Certifications:

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

    Bar/Professional Activity:

    • Atlanta Estate Planning Council
    • Member, Capital Trust Company Attorney Advisory Committee (Delaware), 2004 - 2006
    • Board of Directors, Estate Planning Council of North Georgia, 2000 - 2006; President, 2002 - 2005; Vice President, 2001.
    • U.S. Court of Appeals 11th Circuit; Supreme Court of Georgia; Tax Court
    • Member, Total Return Trust Legislation Committee, State Bar of Georgia, 2002 - 2005
    • Florida Bar
    • Atlanta Philanthropic Advisor Leadership Institute, 4th Class, 2012
    • American Revenues Society
    • State Revenues Society
    • National Association of Estate Planners & Councils, Board of Directors, 2001-2010; Co-Chairman, Long Range Planning Committee,2007-2009; Chairman Publishing Committee, 2006-2010.
    • University of Florida Levin College of Law Board of Trustees, 2011-2018
    • Chairman, National Association of Estate Planners and Councils 2004 National Convention
    • Buckhead Study Group
    • Founding Member, Florida Tax Institute Board of Trustees, 2012-present; Executive Committee, 2014-2018.
    • Estate Planning Council of North Georgia
    • NAEPC
    • Editorial Board, State Bar of Georgia, Tax Section, 2002 - 2003
    • Founding Member, University of Florida Advisor Network., 2015
    • Program Chairman, Georgia ICLE Annual Program on Representing Closely Held Businesses, 1997 - 2003
    • Financial Planning Association
    • Estate Planning Columnist, Advisor Today Magazine, 1998 - 2010.
    • American Tax Token Society
    • University of Florida Law School Alumni Tax Advisory Council, 2016

    Pro bono/Community Service:

    • Founding Member, Board of Trustees - Center for the Visually Impaired Foundation, Inc., 1989 - 1992; VIce-Chairman, 1990-1992; Chairman Planned Giving Committee, 1991-1992.
    • 2015-present, Founding Board member, The Computer Museum of America
    • RUMC Board of Stewards, 1998 - 2002
    • Roswell Baptist Church Endowment, 2007 - 2008
    •  Founding Editor-in-Chief, NAEPC Journal of Estate and Tax Planning (a Publication of the National Association of Estate Planners and Councils), 2006 - 2011.
    • Alpharetta Parks Panthers Football, 2006
    • Member, Board of Directors, Historic Roswell Convention and Visitors Bureau, 2004 - Present
    • Sponsor: Annual University of Florida Law School Atlanta Alumni Luncheons, 1990 - 2000
    • Founding Member, Board of Trustees - Atlanta Highlands Church of Christ, 1981 - 1989
    • Member, Roswell United Methodist Church Stewardship Committee, 1996 - 1999
    • Legal Advisor, National Rendezvous & Living History Foundation, 2000 - 2005
    • University of Florida Levin College of Law Board of Trustees, 2011-2018.
    • Friends of Roswell, 2006 - 2007
    • Member, Board of Directors of North Fulton Community Foundation, 2003 - 2009, Vice-Chairman, 2005-2007; Chairman, 2007-2009.
    • Advisory Council for the Honorable Dr. Tom Price, Member of the United States House of Representatives; Taxes and Finances Advisory Committee, 2007
    • Roswell Rotary Club (2002-2018); Charity Committee; Paul Harris Fellow; Paul Harris Society Member; Will Watt Fellow; Chairman's Award
    • Founding Board Member, Florida Tax Institute, 2012-present; Executive Board, 2014-2018
    • Member, Atlanta United Way, Planned Giving Committee, 1994 - 1999
    • RUMC Foundation Advisory Board, 1999 - 2006
    • Founding Member, University of Florida Advisor Network, 2015
    • Alpharetta Arboretum, 2008 - 2009
    • Founding Member of the Board,  Friends of Barrington Hall, Inc., 2008 - 2012; Chairman, 2008-2012.
    • Roswell Woman's Club
    • National Association of Estate Planners & Councils, Board of Directors, 2001-2010; Co-Chairman, Long Range Planning Committee,2007-2009; Chairman Publishing Committee, 2006-2010.
    • Major Sponsor: Roswell Square Concerts in the Park and on the River, 1996 - 2016  

    Scholarly Lectures/Writings:

    • Presentation on how celebrity estate planning mistakes mirror the errors of average clients., Speaker, What Dead Celebrities can Teach us About Estate Planning, Atlanta Bar Association, 2019
    • Presentation on methods to reduce conflicts in estates and trusts, Speaker, Minimizing Family Conflicts in Estate Planning, National Association of Estate Planners and Councils Annual Conference , 2017
    • A presentation on why planning for a Legacy trumps planning for death and taxes, Speaker, Why and How Legacy Planning Trumps Death & Taxes, New York Life Annual Program , 2018
    • A presentation on the unexpected traps and planning opportunities in charitable giving. , Speaker, Charitable Traps and Opportunities in Tax Planning and Estate Planning, American Institute on Federal Taxation , 2018
    • Presentation on how the mistakes in celebrity estate planning often mirrors the mistakes in the average client's planning. , Speaker, What Dead Celebrities can Teach us About Estate Planning, Delaware Trust Conference , 2019
    • Program dealing with current legal and demographic trends and how they are impacting tax and estate planning.  , Speaker, Evolving Trends and Changing Laws, American Cancer Society National Webinar, 2019
    • A presentation on assets that are often fogotten in the estate planning process and how to deal with them. , Speaker, Dealing with the Forgotten Assets in Estate Planning, Minnesota Society of CPAs Annual Estate Planning Meeting , 2019
    • "The Increased Importance of Basis Planning," Estate Planning Newsletter, Society of Financial Services Professionals, May, 2005
    • "Planning to Protect & Preserve Family," Canada Life Annual Meeting, May, 2001
    • “What Dead Celebrities can Teach us About Estate Planning,”, speaker, The Pittsburgh Foundation , 2017
    • "Unexpected Uses of Life Insurance in Estate Planning," MetLife Insurance (San Diego, Chicago, Boston), January, 2008
    • "Tis Better to Give," Financial Planning (3 parts), July-September, 2000
    • "Sample Client Letter on Planning in 2010 and 2011," NAEPC Journal and Leimberg Information Services Newsletter, February, 2010
    • "Estate Defective Trusts," Wilmington Delaware Estate Planning Council (Wilmington), November 2004; Dekalb Estate Planning Council
    • Innovative Planning after 2013, 2014 FPA Retreat (Miami), 2014
    • "Perspectives on Estate Planning," University of Florida Law School LL.M., (Gainesville), March, 2010
    • "The Family Love Letter," CCH Practical Estate Planning, December 2002/January, 2003
    • "What's New in Washington - 1997," IAFP, National Convention, (Orlando), 1997
    • "Influencing the Legacy," AXA Estate Planning Conference, July, 2006
    • "Probate and Tax Checklist for Estates in Georgia," Georgia Bar Journal, February, 1987
    • “Estate Planning and Tax Update,” Georgia Society of CPAs Annual Estate Planning Conference (Reynolds Plantation). August 2012.
    • The Family Love Letter, AXA Advisors and Enterprise Group of Funds, 2002, Second Printing 2005; Third Printing, 2006. Fourth Printing 2007; Fifth Printing 2008
    • "Medical Decision Making," Advisor Today, May, 2005
    • "Primer on Estate Planning," Oglethorpe University, February 2001; Morgan Stanley Annual Meeting, (Miami) May, 2001
    • “The Trump Administration’s Impact on Estate Planning,”, speaker, Detroit Estate Planning Council, 2017
    • "Estate and Tax Planning from 2007-2011 - Confusion Reins," Gulf States FPA Annual Meeting (Mobile), November, 2007
    • "Personal Property - The Forgotten Part of the Estate Plan," Advisor Today, July, 2000
    • "Taxes are Going Up," Advisor Today, December, 2009
    • "Influencing the Legacy," National Association of Estate Planners & Councils Convention, October, 2004
    • The Future of Estate Planning, EBA Estate And Business Planning Institute (Evansville, IN), 2014
    • "Planning  in Chaos," Wells Fargo Wealth Advisors, The Dempsey Group, The Milner Group, February, 2010
    • "The Restraint Continuum," Advisor Today, January, 2003
    • "Post-Creation Matters"  State Bar of Georgia ICLE, 1992, 1996 & 1997
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" Georgia Tax Conference, June, 2006
    • "Payroll Tax Planning for the 1980s (two parts)", IAEP - Financial Planning Magazine, July and August, 1986
    • The Use of REITs in the Estate, Family and Business Planning of Beverage Distributors, 2006
    • "The Increased Importance of Basis Planning," Trusts and Estates, April, 2005
    • "Business Succession Planning - Thinking Outside the Box," Partners Financial (Austin), January, 2001
    • “Unwinding Obsolete Estate Planning Techniques,”, speaker, Georgia Federal Tax Conference, 2017
    • "Avoiding 12 Common Estate Planning Mistakes," National Beer Wholesalers Association Annual Convention (Las Vegas), September, 2007
    • "Family Incentive Trusts," Insights and Strategies, June, 2000
    • "Smaller Exemptions or a Return to 2001? A Contrarian's View," Leimberg Information Services Newsletter #1521, September, 2009
    • "Does Income Tax Planning Trump Estate Tax Planning?" National Association of Estate Planners & Councils Convention, October, 2004
    • Tax Planning Jeopardy, Newport, RI, 2013
    • "Seven Trends in Estate  Planning," International Forum (Orlando), January, 2010
    • "The Changing Nature of Estate Planning," National Underwriter, December, 2002
    • "Planning with the New Tax Law," Subcenter National Meeting, (Kiwi Island), 1996
    •  "The Future of Estate Planning," Red River Estate Planning Council (Fargo) April 2006; AXA Planning Conference, May, 2006
    • "Tax, Legal and Financial Aspects of Operating a Congregation," Image Magazine, April, 1986
    • "Innovative Planning Ideas," North Alabama Estate Planning Council (Birmingham) March, 2006
    • "Tax, Legal and Financial Aspects of Starting a New Congregation," Image Magazine, April, 1986
    • Developing an Estate Planning Practice, Oppenheimer Funds, 2009
    • "How to Create Liquidity, without Going Broke," NBWA Newsletter, January, 2005
    • "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
    • “Costly Mistakes to look for in a Client’s Estate Planning,”, speaker, FPA National Convention, 2017
    • "Planning in the Confusion of 2011," Colorado Springs FPA Annual Meeting (Colorado Springs) September, 2007
    • "Mid-Year Planning," Financial Planning, June, 2000
    • "Planning for What Happens Next," NAEPC Journal of Estate and Tax Planning, Editors Column, June, 2009
    • "Planning with Trusts," Wilmington Trust, September, 2004
    • Atlanta Bar Association, Future of Estate Planning, 2013
    • "Trends, Traps and Opportunities," Estate Planning Council of North Georgia, January, 2010
    • "Techniques for the New Estate Plan," Investment Advisor, December, 2002
    • "Limited Liability Companies, "National Business Institute, 1995
    • "Family Business Succession," The Milner Group, March, 2006
    • "Tax Favored Methods to Finance a College Education," Georgia Society of CPA's, The Bottom Line, 1986
    • Family Incentive Trusts, National Underwriter, 1999
    • "Other Tax Planning Trumps Estate Tax Avoidance," National Underwriter, February, 2005
    • "Innovative Planning Ideas," Financial Services Corp; Enterprise Group of Funds, 2001
    • “What Celebrities can Teach us about Estate Planning,”, author, Journal of Financial Planning, 2017
    • "Multi-Generational Estate Planning," International Association of Financial Planning National Convention (Seattle), September, 2007
    • "Two Realities in Estate Planning for a Business Owner," Advisor Today, May, 2000
    • "Estate Planning - Its all about the Legacy," Wall Street Journal website, March, 2009
    • "Avoiding Common Businesses Mistakes," Financial Planning Association National Convention (Denver), September, 2004
    • The Future of Estate Planning, Chattanooga Estate Planning Council , 2013
    • "Update on Estate Planning," Capstone (Reynolds Plantation), September, 2009
    • "Planning for Divorce," National Underwriter, November, 2002
    • "Valuation Issues in an Estate" and "Pre-Mortem Tax Planning," National Business Institute, 1994
    • "Does Income Tax Planning Trump Estate Tax Avoidance?," State Bar of Georgia Estate Planning Institute (Athens) February, 2006
    • "Planning for a New Business," Georgia Society of CPA's, The Bottom Line, Winter, 1985
    • Stewardship, a Self-Study Guide, Milliken Press, 1986
    • "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
    • "Planning for the Affluent," and "Planning for the 21st Century," Partners Financial Annual Meeting (Chicago), September, 2000
    • Speaker, Why Heirs should be more concerned about a new Step-Parent than Taxes, Minnesota Society Of CPAs, 2018
    • "Creative Estate Planning," All Day Pre-Conference Program, FPA National Convention (Seattle), September, 2007
    • "Incentive Based Estate Planning," Financial Services Advisor, Summer, 2000
    • "What Comes Next?" Advisor Today, March, 2009
    • "The Creative Use of Trusts," Financial Planning Association National Convention, Pre-Convention Program (Denver), Sept., 2004
    • Rethinking Strategies in Light of the Larger Exemption,, Georgia Federal Tax Conference, 2014
    • "Planning in a Down Economy," Financial Planning Association Virtual Learning Center, August, 2009
    • "All in the Family," Investment Advisor, October, 2002
    • "Using Limited Liability Companies," Atlanta, Georgia, May, June, and October, 1994
    • "Tax Planning for Insurance Agents", 1993
    • "The Future of Estate Planning," Georgia Financial Planning Association Annual Meeting, February, 2006
    • "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
    • "Estate Defective Trusts," Taxes Magazine, January 2005, republished in Practical Estate Planning, April, 2005
    • "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
    • Minimizing Family Conflicts in Estate Planning, Speaker, NAEPC Annual Meeting, 2017
    • "Estate Planning for Resident Aliens," FPA Virtual Learning Center, August, 2007
    • "Common Estate Planning Errors," National Underwriter, January, 2000
    • "Complexity of the Code," NAEPC Journal of Estate and Tax Planning, Editors Column, January, 2009
    • "Avoiding Common Mistakes in Estate Planning," (Dallas), August, 2004
    • Understanding Section 1014(e) and Tax Basis Planning, LISI Estate Planning Newsletter ; republished in the NAEPC Journal of Tax and Estate Planning, 2014
    • "Trends in Estate Planning," Bank of America/Merrill Lynch Wealth Advisors National Conference, July, 2009
    • "Reducing Conflicts in the Estate Plan," Advisor Today, September, 2002
    • "Estate Planning for Retirement Plans", 1993
    • "Innovative Insurance Planning Ideas," The Milner Group, January, 2006
    • "Georgia - Federal Tax Differences - More Than Just a Nuisance," Georgia Bar Journal, 1983
    • "Creative Planning in 2012," Dallas Community Foundation, (Dallas) January, 2012
    • "Estate Defective Trusts," National Underwriter, January, 2005
    • "Asset Protection Planning," University of Florida Law  School, Graduate Tax Program (Gainesville), June, 2000
    • Speaker, Charitable Traps and Opportunities in Tax Planning and Estate Planning, American Institute On Federal Taxation, 2018
    • "Estate Planning from 2007-2011," Atlanta Pension Group, August, 2007
    • "Elimination of the Estate and Gift Tax?" Advisor Today, January, 2000
    • "Creative Uses of the Annual Exclusion," Advisor Today, August, 2008
    • "Avoiding Common Mistakes in Estate Planning," (Dallas), August, 2004
    • Tax Basis Planning - the Basics, LISI Estate Planning Newsletter, republished in the NAEPC Journal of Tax and Estate Planning, 2014
    • "Planning in Chaos," Insurance and Financial Leaders of the Southeast (Hilton Head) May, 2009
    • "Transfers to Minors," National Underwriter, August, 2002
    • "Planning in the Midst of Chaos," Estate Planning Council of North Georgia, March, 2009
    • "Handing Over the Family Business," Advisor Today, July, 2002
    • "Family Limited Partnerships," The Milner Group, 1993
    • "Innovative Planning Ideas," Denver Financial Planning Association  (Denver) November, 2005
    • 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
    • “Traps, Trends and Opportunities in Estate and Tax Planning after 2010,” Investacorp (Tucson), May, 2011
    • "Fundamental Estate Planning," Advisor Today, November, 2004
    • "Unique Marketing Approaches," NAJLBA (Washington), November 2000; Financial Services Corporation, June, 2000
    • Speaker, Evolving Trends and Changing Laws, Florida Tax Institute, 2018
    • "The Seven Inevitable Problems in a Family Business," Georgia Forestry Association (Savannah) July, 2007
    • "Changing Estate Planning," Life Association News,  June, 1999
    • "Unexpected Consequences of the Baby Boomers," NAEPC Journal of Estate and Tax Planning, Spring, 2008
    • "Technology and Estate Planning," Estate Planning Council of North Georgia, April, 2004
    • Income Tax Planning for Clients with Shorter Life Expectancies, WG&L/RIA Practical Tax Strategies
    • "Creative Planning," North Georgia Estate Planning Council (Gainesville), February, 2009
    • "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
    • "Use of Trusts - a Few Examples,"  First Union National Bank, 1993
    • "Innovative Planning Ideas," Fort Worth Society of Financial Services Professionals (Fort Worth), November, 2005
    • The Use of REITs in the Estate, Family and Business Planning of Beverage Distributors, First Beverage Group, 2006
    • "20 Insurance Planning  Opportunities," LPL, (Palm Beach), April, 2011
    • "Dynasty Trusts," Advisor Today, August, 2004
    • "Business Succession Planning," Atlanta Life Underwriters Education Expo, August, 2000
    • Speaker, What Dead Celebrities can Teach us About Estate Planning, Delaware Trust Conference, 2018
    • "Planning in the Confusion of 2007-2011," Georgia Society of CPAs Annual Estate Planning Meeting (Callaway) July, 2007
    • "Planning for Incapacity," National Underwriter, February, 1999
    • "Effectively Using the Annual Exclusion," Advisor Today, June, 2008
    • "Why Every Client Should Plan for Incapacity," Financial Planning Association Virtual Forum, March, 2004
    • Basis Planning, Merrill Anderson Estate Planning Studies, 2014
    • Estate and Income Planning Opportunities and Traps you probably never Knew About, FPA National Convention, 2014
    • "Planning for Baby Boomers," Memphis Estate Planning Council (Memphis), February, 2009
    • "The Restraint Continuum," National Underwriter, June, 2002
    • "Trusts in Estate Planning," The DeKalb County Estate Planning Council, 1993
    • "Planning when the Estate Tax Does Not Matter," College for Financial Planning Fall Tape Series, November, 2005
    • Building an Estate Planning Practice, Oppenheimer Funds, 2010 (printing withheld pending tax legislation)
    • "Traps, Trends and Opportunities in Estate and Tax Planning after 2010," Wisconsin FP A Meeting (Milwaukee), March, 2011
    • "The Changing Nature of Estate Planning - The Use of Trusts," CCH Practical Estate Planning, August 2004; Republished in CCH's Estate and Financial Planning
    • "Planning for the Transfer of a Closely Held Business," State Bar of Georgia; (Program Chair) September, 2000
    • Speaker, Update on the Impact of Tax Reform, Society Of Financial Services Professionals Annual Institute, 2019
    • "Estate and Insurance Planning: Opportunities When Estate Taxes Don't Matter," Million Dollar Round Table (Denver) June, 2007
    • "The Family Love Letter," ABA Practical Tax Lawyer, Winter, 1999
    • "Unintended Consequences of the Baby Boomers," National Underwriter, April, 2008
    • "Ethics," Women in Financial Services, February, 2004
    • "Influencing the Legacy," FP A Success Forum (Philadelphia), November 2003; Partners Financial (Chicago), September, 2003
    • Tax Basis Planning, Seattle Bar Association Annual Conference , 2014
    • "Planning for Baby Boomers," Charlotte Estate Planning Council, (Charlotte) January, 2009
    • "Innovative Insurance Sales," NAILBA Magazine, Winter, 2002
    • "Use of Trusts in Georgia," National Business Institute, 1993
    • "The Changing Nature of Estate Planning," Detroit Estate Planning Council Half Day Program (Detroit) November, 2005
    • “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
    • "Avoiding Gift Problems," Advisor Today, June, 2004
    • "Planning in the 21st Century," Canada Life National Meeting, May, 2000
    • Speaker, Why and How Legacy Planning Trumps Death & Taxes, NY Life Annual Program, 2018
    • "Planning from 2007-2011," Wisconsin FPA Annual Meeting, (Milwaukee) June, 2007
    • "The Crummey Power," Life Association News, January, 1999
    • "Using Revenue Ruling 2007-13 to Fix Defective Insurance Trusts?" Advisor Today, February, 2008
    • "Passing the Family Business," & "Recent Changes Impacting Closely Held Businesses," State Bar of Georgia ICLE (Program Chair), October, 2003
    • Tax Basis Planning, Palm Beach Tax Institute , 2014
    • "Influencing the Legacy," Southwest Florida Estate Planning Council Distinguished Speaker Series (Sarasota) January, 2009
    • "Time for Review, 2002," (3 parts) Brokers World, March-May, 2002
    • "Pre-Mortem Planning" and "Post-Mortem Planning," National Business Institute, 1992
    • "A Humorous Review of Taxes," Detroit Estate Planning Council (Detroit) November, 2005
    • “7 Realities in Family Business Succession,” Leimberg Information Services Newsletter #1932, Winter 2012, 2012
    • "Investments and Creative Trust Planning," Investacorp Annual Meeting (Miami) November, 2010
    • "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
    • "20 Innovative Planning Ideas," Canada Life National Meeting, May, 2000
    • Speaker, Divorce & Remarriage Planning from the Perspective of a Tax & Estate Planning Attorney, Tampa Estate Planning Council, 2018
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" Northern Arkansas Estate Planning Council (Fayetteville) May, 2007
    • "Rich But Not Idle," Financial Planning, November 1998; Bank Investment Marketing, February, 1999
    • "Seven Realities of Family Business Succession," Life Insurance Selling, January, 2008
    • "Conflict and Estate Planning," NAEPC Journal of Estate and Tax Planning Editor's Column, December, 2007
    • "Planning for the Business Owner (4 Programs)," Synovus Bank, October and November, 2003
    • Income Tax Planning for Clients with Shorter Life Expectancies, WG&L/RIA Practical Tax Strategies, 2014
    • "The Family Love Letter and Leaving a Legacy," Sarasota Community Foundation (Sarasota) January, 2009
    • "Some Interesting Aberrations in the 2001 Tax Bill," Advisor Today, January 2002; Georgia Planned Giving Council Newsletter
    • "Independent Contractors," 1991 REMAX of Georgia Broker/Owner Retreat, 1991
    • "Planning for the Aftermath of Hurricane Katrina," FPA Virtual Forum, November 2005 (2 Sessions)
    • Planning Traps and Opportunities 2011-2012,” Financial Planning Association Annual Meeting (San Diego), September 2011., 2011
    • "Planning in Chaos," Columbus Ohio Community Foundation Annual Meeting (Columbus), October, 2010
    • "Influencing the Legacy," Advisor Today, April, 2004
    • "Planning for the Affluent Client," National Underwriter, AALU Annual Meeting (Washington), May, 2000
    • Speaker, What Dead Celebrities can Teach us About Estate Planning, Boston Estate Planning Council, 2018
    • "Six Trends Impacting Estate Planning," Georgia Society of CPAs, May, 2007
    • "A Time for Review," Broker World, October 1998; Leads Magazine, 1999
    • "Do your Clients Need to Move their Life Insurance before the End of 2007?" Advisor Today, November, 2007
    • "Client Centered Collaboration  Panel Discussion," FP A Success Forum (Philadelphia), November, 2003
    • Tax, Estate Planning and Practical Issues in Divorce and Remarriage, American Institute on Federal Taxation , 2015
    • "Avoiding the Inevitable  Problems in a Family Business," International Forum (Los Angles) January, 2009
    • "Personal Property: The Forgotten Part of the Estate  Plan," CCH Practical Estate Planning, February/March, 2002
    • "Business and Tax Planning for a Professional," and "Working with Attorneys,"  Southern Council of Optometrists, 1991
    • "Avoiding Common Mistakes in Creating, Operating and Transferring a Business," Society of Financial Services Professionals National  Convention (Phoenix) October, 2005
    • “Creative Planning with the $5M Gift Exemption,”  Georgia Federal Tax Conference, June 2012., 2012
    • "Planning in 2010 and for 2011," Society of Financial Services Professionals Podcasts on Planning in 2010 (three parts), September, 2010
    • "Post-Creation Checklist for Georgia Business Entities," Georgia Bar Journal, April, 2004
    • "Mid-Year Tax Planning Update," NAJFA Annual Meeting (Dallas), May, 2000
    • "Estate Planning in the Changing Legal, Demographic and Tax Environment," Martin County Estate Planning Council (Stuart, FL) May, 2007
    • "Business Planning: Thinking Outside the Box," National Underwriter, October, 1998
    • "Benefits and Traps for Insurance Agents in Recent Tax Law," Broker World, August, 1998
    • "Estate Tax Fixes Before 08." Registered Representative Newsletter, November 28, 2007
    • "The Changing Nature of Estate Planning," FPA Success Forum Vfe Day Pre-Convention Program (Philadelphia) November, 2003
    • Changing Demographics are Changing how we do Estate Planning, FPA Retreat 2015 , 2015
    • "The 7 Inevitables in Family Businesses and How to Eradicate Them," MetLife (Los Angles, Philadelphia, Chicago), January & February, 2009
    • "Protecting the Buyer of a Business," CCH Business Strategies Bulletin, January, 2002
    • "Basic Business Organizations - Operations", DeKalb/Decatur Bar Association, 1991
    • "Non-Tax Issues in Estate Planning," Atlanta Bar Association, Estate Planning Section, October, 2005
    • “7 Realties of Family Business Succession,” Guardian Life Annual Meeting (Philadelphia), September 2012., 2012
    • "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
    • "The Changing Nature of Estate Planning - Divorce & Conflict," CCH  Practical Estate Planning, March 2004; Republished in CCH's Estate and Financial Planning
    • "Business Continuation Planning" and "Business Succession Planning" FPA Annual Retreat, (Phoenix) April, 2000
    • "Multi-State & Multi-Country Estate Planning," FPA Virtual Learning Center, April 2007; rebroadcast February, 2008
    • "A Return to 2001 ?" North Michigan Estate Planning Council (Saginaw), April, 2007
    • "Does Charitable Reverse Split Dollar Insurance Work?" National Underwriter, July 6, 1998
    • "Using Revenue Ruling 2007-13 to Fix Defective Insurance Trusts,"  National Underwriter, September 3, 2007
    • "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
    •  “Tangible Personal Property: The Most Forgotten Part Of An Estate Plan?," Merrill Anderson Estate Planning Studies, April., 2015
    • "Planning for Business Transfers 2008-2011," Guardian Life, December, 2008
    • "Elimination of the Estate Tax?" Advisor Today, January, 2002
    • "Unusual Aspects of Estate Administration in Georgia," National Business Institute, 1991
    • "Planning for the Aftermath of Hurricane Katrina," FPA Virtual Forum, October, 2005
    • “Estate Planning Update,” FPA Regional Conference (Atlanta), May 2012., 2012
    • "The Seven Inevitables in Family Businesses and How to Eradicate Them," SFSP Arizona Institute (Phoenix) January, 2010
    • "Avoiding Mistakes in Buy-Sell Agreements," NBWA Beer Perspectives, February, 2004
    • "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
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" St Louis Estate Planning Council (St. Louis) April, 2007
    • "What's Wrong With Charitable Reverse Split-Dollar Insurance?" Broker World, June/July, 1998
    • "Medical Directives," NAEPC Journal of Estate and Tax Planning, July, 2007
    • "Planning for Divorce," FPA Tape Series, Summer, 2003
    • “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
    • "Planning for Baby Boomers," MetLife Mystery Tour for Top Producers (New York City) October, 2008
    • "Protecting the Seller of a Business," CCH Business Strategies Bulletin, December, 2001
    • "Tax Considerations in Estate Administration," National Business Institute, 1991
    • "The Changing Nature of Estate Planning and its Impact on Charities," Georgia Planned Giving Council, September, 2005
    • “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
    • "Trends in Estate Planning," Gerber & Co. (Los Angeles), December, 2009
    • "Fewer Taxable Estates Will Create Profound Changes," National Underwriter, December, 2003
    • "Planning for the New Millennium," College for Financial Planning, National Conference (Denver), 1999; North Carolina SFSP Annual Meeting (Charlotte), 1999
    • "Fundamental Estate Planning," Atlanta Journal/Constitution Money & More Annual Program, 1999
    • "Planning for the Sale or Purchase of a Business," FPA Virtual Learning Center, March, 2007
    • "Charitable Reverse Split Dollar Insurance," Financial Planning May/June, 1998
    • "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
    • "Ethics," Atlanta NAIFA Annual Meeting, July, 2003
    • Divorce Negotiations and Tax Planning, Orlando Estate Planning Council , 2015
    • "Planning and the 2008 Election," Ameriprise Top Producers Program (Hartford), October, 2008
    • "Will the Estate Tax be Eliminated?," The Georgia Planned Giving Council Newsletter, December, 2001
    • "Practical Estate Planning," American General Life Insurance, Georgia Conference, 1991
    • "Transferring your Business without Losing Your Shirt and Your Family," NBWA Annual Convention (Las Vegas) September, 2005
    • “Planning for the Terminally Ill in 2012,” RIA-WG&L Tax Watch, Summer 2012 (3 part series)., 2012
    • "Tax & Estate Planning Issues in Divorce," American Academy of Matrimonial Lawyers Annual Family Law Seminar (Atlanta), December, 2009
    • "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
    • "Business Succession Planning," State Bar of Georgia; (Program Chair) September, 1999
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" BDO Accounting Firm Southeast Annual Meeting, January, 2007
    • "The 21st Century Planner" Financial Planning, April, 1998
    • "Liquidity Planning & Permanent Estate Tax Reform," National Underwriter, April, 2007
    • "Planning When Taxes Don't Drive the Process," Florida FPA (Tampa) June, 2003
    • Tax, Estate Planning and Practical Issues in Divorce and Remarriage, Author, Liemberg Information Services, 2015
    • "Essentials of any Estate  Plan," Schwab Atlanta, October, 2008
    • "Four Realities of Business Succession," CCH Business Strategies Bulletin, November, 2001
    • "Wills, the Essentials"  and "Trusts for the Aged and Incapacitated", 1990
    • "Hot Topics in Estate Planning," Financial Planning Association National Convention (San Diego), September, 2005
    • “Estate Planning and Tax Update,” Georgia Society of CPAs Annual Estate Planning Conference (Reynolds Plantation). August 2012., “Estate Planning and Tax Update,” , 2012
    • "The Future of Estate Planning" University of Florida Law School, (Gainesville) November, 2009
    • "Planning to Influence the Behavior of Heirs," FPA Journal of Financial Planning, November, 2003
    • "Avoiding Mistakes in Buy-Sell Agreements (two parts)," Advisor Today, Fall 2003 and Winter, 2004
    • "Planning for the Elderly," The Society of Senior Risk Managers (Dallas), 1999
    •  "The Future of Estate Planning," Naples Estate Planning Council, (Naples, FL), January, 2007
    • "Sales and Tax Traps in Recent Tax Legislation," Broker World Magazine, March, 1998
    • "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
    • "Protecting and Preserving Family," FPA Tape Series, Fall, 2002
    • Spousal Rights in Remarriage, Author, Estate Planning Magazine, 2016
    • "Planning after the Election," Financial Planning  Association National Convention (Boston), October, 2008
    • "Found Money," The Georgia Planned Giving Council Newsletter, 3rd Quarter, 2001
    • "Unique Planning Ideas," North Carolina Society of CP As, 1990
    • "Minimizing Conflicts in Estate Planning: Insurance and Other Solutions" Financial Planning Association National Convention Vi Day Pre-Conference (San Diego), September, 2005
    •  “The Family Love Letter,” Cincinnati Young Presidents Club, (Cincinnati), December 2012. , 2012
    • "Trends in Estate Planning," Philadelphia Financial Planning Association Annual Meeting, Key Note Presentation, (Philadelphia), October, 2009
    • "Capitalizing on Personal Trust Trends," Schwab Impact National Conference (San Diego) September, 2009
    • "Influencing the Legacy," The Community Foundation for Greater Atlanta Newsletter, Fall, 2003
    • "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
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" Philadelphia Estate Planning Council (Philadelphia), January, 2007
    • "Estate Planning Issues You Might Have Missed in Recent Legislation," Trusts and Estates, January, 1998
    • "A Return to 2001 - the Impact of the Election," National Underwriter, November 2006; reprinted in AIG Focus Life Carriers Newsletter, 2007
    • "Avoiding Mistakes in Buy-Sell Agreements," State Bar of Georgia ICLE (Program Chair), December, 2002
    • Eliminating Spousal Rights, Author, Estate Planning Magazine, 2016
    • "Planning after the Election," National Beer Wholesalers Association Annual Convention  (San Francisco), September, 2008
    • "Estate Planning After the 2001 Tax Bill," National Underwriter, July, 2001
    • "Long Term Health Care Planning for the Elderly", 1990
    • "Does Income Tax Planning Trump Federal Estate Tax Avoidance?" Estate Planning Council of Winston Salem (Winston Salem) September, 2005
    • “Transfer Tax Planning in 2012,” Georgia Society of CPAs,  May 2012., 2012
    • Income Tax Planning for Clients with Shorter Life Expectancies, Estate Planning Magazine, 2014
    • "Exiting the Family Business without Losing your Family or your Retirement," National Beer Wholesalers Association (Las Vegas) September, 2009
    • "It's Not About the Dead and Their Taxes," Advisor Today, October, 2003
    • "Innovative Planning for the Elderly," The Society of Senior Risk Managers (Charleston), 1999
    • "Reviewing Estate Planning Documents - a Practical Approach," Best of the Year FPA VLC Program, December, 2006
    • "Planning for the Terminally. HI," Broker World Magazine (two parts), December, 1997, January, 1998
    • "The Return of 2001?" Advisor Today, November 2006; NAEPC Journal of Estate and Tax Planning, October, 2006
    • "Have We Gotten Estate Planning Wrong All These Years?" WellStar Foundation Annual Seminar, September, 2002
    • Estate Planning Implications of Remarriage, Author, Financial Planning magazine, 2016
    • "Seven Trends Impacting Estate Planning," Schwab National Impact Meeting (Atlanta), September, 2008
    • "Effectively Using the Annual Exclusion," AICP A Tax Advisor (2 parts), June & July, 2001
    • "Tax Planning for Estates in Georgia," National Business Institute, 1990
    • Central Florida Financial Planning Association Annual Meeting (Tampa) July, 2005; Wellstar Annual Estate Planning Program, August, 2005
    • "Estate Defective Trusts," Commerce Clearing House Continuing Education Program, Summer/Fall, 2005
    • “Planning after 2012,” Georgia Federal Tax Conference., 2013
    • "Planning for the Rest of 2010," 25th Annual Society of Financial Services Professionals Southeastern Symposium, September, 2010
    • "Planning for Divorce (3 parts),"Society of Financial Services Professionals Retirement Counseling Newsletter, Fall, 2003
    • "What's New in Washington -1999," Milner Group; Atlanta Life Underwriters Expo
    • "Innovative Planning Ideas," Chattanooga Estate Planning Council (Chattanooga) November, 2006
    • "Practical Considerations in Renting Your Home During the Olympics,"  Atlanta Business Chronicle, October, 1995
    • "Seven Realities of Family Business Succession," NBWA Newsletter, March, 2006
    • "Innovative Planning," (Naples) Florida FPA, June 2002, (Des Moines) July 2002, (Salt Lake), August, 2002
    • Divorce Negotiations from the Perspective of a Tax & Estate Planning Attorney, Author, Estate Planning Magazine, 2016
    • "Planning after the Election," Northwest Florida Estate Planning Council (Pensacola) September, 2008
    • "Effectively Using the Unified Credit," National Underwriter, April, 2001
    • "Estate Administration in Georgia, "National Business Institute, 1990
    • "How Legislative Changes are Changing Estate Planning," Atlanta NAIFA Annual Meeting, July, 2005
    • “Tax Planning Traps and Tips after 2012,” Georgia State Bar ICLE, 2013
    • "Using LLCs and LLLPs" Georgia Forestry Association, (Dublin, Georgia) September, 2010
    • "Five Realities of Family Business Succession," Society of Financial Services Professionals Business Planning Newsletter, Fall, 2003
    • "Basic Planning for the Elderly," The Society of Senior Risk Managers (Charleston), 1998
    • "Does Income Tax Planning Trump Estate Tax Avoidance?" Atlanta Estate Planning Council, November, 2006
    • "A Time for Review," Fulton County Daily Report, Winter, 1995
    • "Six Realities of Family  Business Succession," Advisor Today, February, 2006
    • "Estate Planning After the 2001 Tax Bill," FPA of Georgia Regional Conference, May, 2002
    • Learning from the Estate Planning of Deceased Celebrities, Speaker, National Association of Estate Planners and Councils Annual Conference, 2016
    • "Business Succession," NAIFA Atlanta, August, 2008
    • "Planning to Protect and Preserve the Family," Advisor Today, January, 2001
    • "Planning for the Elderly and Terminally HI", 1989
    • "Post Mortem Elections by Fiduciaries," Beyond the Basics, 1989
    • "Innovative Planning Ideas," Phoenix Financial Planning Association (Phoenix) May, 2005
    • “State of the Estate and Gift Tax,“ Georgia Society of CPAs Tax Forum (Savannah & Atlanta)., 2012
    • "Planning in Confusion," Gulf States FPA Annual Meeting (Biloxi), August, 2010
    • "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
    • "A Debate on Charitable Reverse Split-Dollar Insurance," Atlanta Life Underwriters, November, 1998
    • "The Future of Estate Planning (3 hours)," Salt Lake City Estate Planning Council (Salt Lake), November, 2006
    • "Post-Incorporation Checklist (two parts)(," ABA Practical Lawyer, Winter & Spring, 1994
    • "Life Insurance and Business Succession," Journal of Financial Service Professionals, January, 2006
    • "Planning for Business Owners," FPA National Retreat (Houston), April, 2002
    • Why Heirs should fear a Parent’s new Marriage more than the Tax Collector, Speaker, Financial Planning Association National Convention, 2016
    • "Estate Planning Concepts," Houston Financial Planning Association Annual Meeting (Houston) August, 2008
    • "Hang on Advisors, Its Going to be a Bumpy Tax Ride," National Underwriter, January, 2001
    • "Current Issues and Recent Development in Estate Planning", 1987
    • "Medical Decision Making in Georgia," Atlanta. May, 2005
    • “Tax Jeopardy,” Guardian Life National Meeting(Chicago), June, 2013
    • "Planning for the Rest of 2010," Georgia Society of CPAs Annual Estate Planning Meeting (Reynolds Plantation), July, 2010
    • "The Jobs and Growth Tax Relief Reconciliation Act of 2003," National Underwriter, June 2003; Reprinted NB WA, Summer, 2003
    • "The 1997 Tax Act," IAFP, National Convention (Salt Lake City), 1998
    • "Reviewing Estate Planning Documents - a Practical Approach," FPA National Convention (Nashville), October 2006. - top rated presentation
    • "Post-Incorporation Checklist for Georgia Corporations," The Atlanta Lawyer, Fall, 1991
    • A Potpourri of Tax Planning Ideas and Strategies, University of Florida College of Law Tax Institute , 2015
    • "The Importance of Basis Planning," Advisor Today, November, 2005
    • "The Family Love Letter," (Reynold's Plantation), April 2002; (San Diego) June, 2002
    • Estate Planning Trends and Changes, Speaker, Georgia Society of CPAs Annual Estate Planning Conference, 2016
    • "What Every Estate Plan Should Include," Schwab Trust Services (Reynolds Plantation, Palm Springs, San Francisco) May, 2008
    • "What to Do Till the Tax Fog Passes," National Underwriter, January, 2001
    • "Impact of the Elimination of Estate Taxes on Appraisers," Business Valuation, October 2000; Utah Association of CPAs
    • "Estate Planning for the Terminally HI, 2010/2011," Leimberg Information Services Newsletter, December, 2010
    • "The Family Love Letter," Enterprise Group of Funds, May, 2005; Morgan Stanley, June 2005; Enterprise, June, 2005
    • "Where is the Estate Planning Profession Going?" LISI Estate Planning Newsletter; Republished in NAEPC Journal of Estate and Tax Planning, 2013
    • "Tax and Estate Planning for the Next Decade," Georgia Forestry Association Annual Meeting (Amelia Island), July 2010, (Dublin) September, 2010
    • "Planning & Divorce," (3 parts) Advisor Today, February, May, & July, 2003
    • "Professionalism in Representing the Small Business Owner," State Bar of Georgia; Program Chair, 1998
    • "Estate Planning War Stories," The Milner Group, October, 2006; December, 2006
    • "An Estate Planning Checklist for Clients Facing Disability or Terminal Illness, "Trusts & Estates, Winter, 1991
    • Planning for the Average Client, FPA Regional Conference,, 2015
    • "What Happens When Federal Estate Taxes Don't Matter?" Advisor Today, (two parts) September- November, 2005
    • "Estate Planning Today," Georgia State University MBA Program, March, 2002
    • Unexpected Tax Basis Traps and Opportunities, Speaker, Florida Tax Institute, 2016
    • "Estate and Tax Planning in the Chaos of 2008-2011," Spokane Estate Planning Council Annual Meeting (Spokane) May, 2008
    • "The Future of Estate Planning," University of Florida Law School LL.M. Tax Program (Gainesville) March, 2008
    • "Choosing a Trustee: A Practical Approach," Advisor Today, October, 2000
    • "Gifting in 2010," (a three part series), Howard Zaritsky's Estate Planning Update and RIA Tax Watch, July, 2010
    • "Estate Planning is not Dying, It's Just Evolving," Society of Financial Services Professionals Conference (Fort Worth) May, 2005
    • The Realities of Family Business Succession, Guardian Life (Tampa)., 2013
    • "Planning in 2010 and After," DeKalb Estate Planning Council, May 2010
    • "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
    • "Planning from Different Perspectives," Atlanta Life Underwriters Education Expo, 1998
    • "The Future of Estate Planning," AXA Planning Conference (Philadelphia), September, 2006
    • "Planning for the Elderly and Terminally HI," American Bar Association - Practical Lawyer, Dec., 1990
    • 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
    • "Medical Decision Making," ABA Practical Lawyer, August, 2005
    • "Insurance Planning for 2001 and Beyond," Financial Services Corp Annual Meeting, October, 2001; Partners Financial (Chicago), September 2001; Hemisphere Group (Washington), October, 2001
    • Estate Planning Update, Speaker, Southeast Accounitng Show, 2016
    • "Estate Planning" Georgia Financial Planning Association Annual Meeting, February, 2008
    • "War Stories in Estate Planning," National Underwriter, October, 2000
    • "Should Clients Consider Gifting in 2010?" (with Charlie Douglas), NAEPC Journal, Fall, 2010
    • "Avoiding Common Mistakes in Estate Planning," Financial Planning Association Virtual Forum, April, 2005
    • "Tax Complexity, History and Humor," LISI Income Tax Newsleter #42, April 15, 2013; republished in NAEPC Journal of Estate and TaxPlanning., 2013
    • "Multi-State Estate Planning - Issues and Opportunities," Philadelphia Estate Planning Council, (Philadelphia) May 2010
    • "Protecting and Preserving the Family - the True Goal of Estate Planning (2 parts)," Broker World, March & April, 2003
    • "What's New in Washington - 1998," The Milner Group; Atlanta Life Underwriters Expo; Braden Financial
    • "The Seven Inevitable Problems in a Family Business," National Beer Wholesalers Association National Convention (Orlando), September, 2006
    • "The IRS Takes Aim at Trustee Removal Provisions," ABA, Real Property Probate and Trust, Nov/Dec, 1989
    • “Tax Basis Planning: Opportunities and Traps,” Florida Bar Tax Section Fall Meeting (Orlando)., 2015
    • "Income Tax Planning Now that Estate Taxes are Less Significant" Estate Planning magazine, June, 2005
    • "Recent Changes Affecting Closely Held Businesses," State Bar of Georgia ICLE (Program Chair), September, 2001
    • Learning from the Estate Planning of Deceased Celebrities, Speaker, Financial Planning Association National Convention, 2016
    • "2001 Tax Update," College for Financial Planning (Orlando &La Jolla) June & October 2001, Partners Financial (Austin) 2001; NAIFA Atlanta, August, 2001
    • Speaker, The Trump Administration’s Impact on Estate Planning, National Association Of Estate Planners And Councils Annual Conference, 2016
    • "Estate Planning in Uncertain Times," San Diego Financial Planning Association, (San Diego) February, 2008
    • "Unique Marketing Ideas," NAILBA Magazine, September, 2000
    • "Should Clients Consider Gifting in 2010?" (with Charlie Douglas), Leimberg Information Services Newsletter #1668, July, 2010
    • "How to Transfer Your Business Without Losing Your Shirt and Your Family," Society of Financial Services Professionals Arizona Institute (Tucson) January,, 2005
    • Southeastern Accounting Show, Tax and Estate Planning Update, 2013
    • "Estate Planning in Chaos" Schwab National Webinar, April, 2010
    • "Restraining an Inheritance can Accomplish a Client's Objectives," WG&L Estate Planning Magazine, March, 2003
    • "Estate Planning," U.S. - Philippine Chamber of Commerce Annual Convention, 1998
    • "Thirty Innovative Planning Ideas," Central Ohio FPA (Columbus) August, 2006
    • "Is the Power to Change Trustees a General Power of Appointment? Taxes Magazine, (with Rob Petmecky), August, 1989
    • ”A few Tax and Estate Planning Traps and Opportunities you may Never have Heard About” Tampa Estate Planning Council., 2015
    • "Medical Decision Making in Georgia," Georgia Bar Journal, June, 2005
    • "What's New in Washington," NAIFA Annual Meeting (Philadelphia), April 2001; Canada Life Annual Meeting, May 2001; Milner Group, Summer, 2001
    • Author, What Dead Celebrities can Teach Us about Estate Planning, Leimberg Estate Planning Newsletter, 2016
    • "Estate Planning using Revocable Trusts," Northern Arkansas Estate Planning Council (Fayetteville) February, 2008
    • "The Family Incentive Trust," Journal of Financial Services Professionals, July, 2000
    • "The Future of the Estate Planning  Business," Leimberg Information Services Newsletter #1657, June, 2010
    • "The Family Love Letter," Morgan Stanley, November, 2004; (Colorado Springs) November 2004; (Dallas) August,, 2004
    • UF College of Law Tax Institute, Tax Basis Planning, 2014
    • "Tax Trends, Traps and  Opportunities,"  Georgia FPA Regional Meeting, March, 2010
    • "Planning for Divorce (2 parts)," WG&L Practical Tax Strategies, December 2002 and January, 2003
    • "Using Trusts," Elder  Law Council, National Business Institute, 1997
    • "Innovative Planning Ideas," AXA Estate Planning Conference (Wisconsin), August, 2006
    • "Planning for Payroll Taxes," American Bar Association - Practical Tax Lawyer, Spring, 1988
    • "Tax Basis Planning," National Association of Estate Planners and Councils Webinar, 2015
    • "Common Mistakes in Creating, Operating and Transferring a Business," Society Page for SFSP, Summer, 2005

    Other Outstanding Achievements:

    Videos:

    Educational Background:

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

    Industry Groups

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

    The Brannon House
    647 Mimosa Boulevard
    Roswell, GA 30075

    Phone: 770-640-1101

    Fax: 770-518-4124

    John J. Scroggin:

    Last Updated: 6/13/2019

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