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John Jeffery Scroggin
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John Jeffery Scroggin

Practice areas:

Business, Estate Planning, Tax, Probate, Contracts & Agreements

About Me

Scroggin & Company devotes its practice to tax planning, business planning, estate planning, probate, and the negotiation, selling and purchasing of properties and businesses. Because many answers are practical rather than strictly legal, the firm adopts a "solutions oriented" approach to client representations. He is a member of the Board of Trustees of the University of Florida Levin College of Law and holds a BSBA in accounting, J.D., and LL.M (Tax) from the University of Florida. He is a founding member of the Trustees of the University of Florida Levin College of Law Tax Institute. Jeff served as Founding Editor of the NAEPC Journal of Estate and Tax Planning for five years and was Co-Editor of Commerce Clearing House’s Journal of Practical Estate Planning for two years. He was a member of the NAEPC Board of Directors from 2002-2010. He is the author of over 250 published articles and columns. He has been named as a Georgia Super-Lawyer for the last six years and has held an “AV” preeminent ranking from Martindale Hubbell since 1990. Jeff is a nationally recognized speaker on estate, business and tax planning issues and has been quoted extensively in national media. 

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Practice Areas

Licensed since 1978

  1. Estate Planning: 30%
    38 years
  2. Business: 30%
    38 years
  3. Probate: 15%
    36 years
  4. Tax: 15%
    38 years
  5. Contracts & Agreements: 10%
    36 years

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Contact Info

Scroggin & Company, P.C.

647 Mimosa Boulevard
Roswell, GA, 30075

Resume

License

StateStatusAcquiredUpdated
GAActive Member in Good Standing 198008/22/2015
FLMember in Good Standing197808/12/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
SuperlawyerGeorgia Superlawyer2015
Five Star Wealth AdvisorFive Star Wealth Advisor2014
SuperlawyerGeorgia Superlawyer2014
Member, Board of TrusteesUF Tax Law Institute2014
Atlanta Philanthropic Advisor Leadership InstituteMetro Atlanta Community Foundation2013
Member, Board of TrusteesUniversity of Florida Levin College of Law2013
Five Star Wealth AdvisorAtlanta Magazine2013
Georgia SuperLawyerSuperlawyer2013
Georgia Super LawyerSuperlawyer2012
Historic Roswell Convention and Visitors BureauPresident's Award2011
Georgia Super LawyerSuperLawyers2011
Five Star Wealth AdvisorAtlanta Magazine2011
Georgia Super LawyerSuperLawyers2010
Five Star Wealth AdvisorAtlanta Magazine2010
Five Star Wealth AdvisorAtlanta Magazine2009
Georgia Super LawyerSuperlawyer2009
Roswell Rotary ClubChairman's Award2006
Member, Board of Trustees (8 years)National Association of Estate Planners and Councils2002
Best Planning Article AwardCertified Financial Planning Board of Examiners2000
Accredited Estate PlannerNational Association of Estate Planners & Councils1996
Historic Preservation AwardRoswell Historical Society1996

Work Experience

TitleCompany NameDuration
Tax PartnerGlass, McCullough, Sherrill & Harrold1992 - 1994
Senior Tax AccountantArthur Andersen & Co. In Atlanta1979 - 1982

Associations

Association NamePosition NameDuration
University of Florida Tax InstituteBoard Member2012 - Present
University of Florida Levin College of Law Board of TrusteesBoard Member2011 - Present
Friends of Barrington Hall, IncFounding Chairman2008 - 2012
National Asociation of Estate Planners & CouncilsFounding Editor of NAEPC Journal of Estate and Tax Planning2006 - 2011
Historic Roswell Convention and Visitors BureauBoard Member2004 - Present
Commerce Clearing HouseCo-Editor, Practical Estate Planning2004 - 2006
Board of Directors of North Fulton Community FoundationChairman(2007-2009); Vice Chairman (2005-2007)2003 - 2009
Roswell Rotary ClubMember2002 - Present
State Bar of GeorgiaEditorial Board, Tax Section2002 - 2003
State Bar of GeorgiaTotal Return Trust Legislation Committee2002 - 2005
National Associaiton of Estate Planners & CouncilsBoard of Directors2002 - 2010
Advisor Today MagazineEstate Planning & Tax Columnist1998 - 2010
Atlanta Estate Planning CouncilMember1997 - Present
North Georgia Estate Planning CouncilMember; President (2002-2005)1996 - Present
Center for the Visually Impaired Foundation, Inc.Board Member; Chair of Planned Giving1989 - 1992

Publications

Publication NameTitleDate
LISI Estate Planning NewsletterTangible Personal Property: The Most Forgotten Part Of An Estate Plan2015
Leimberg Information Services and NAEPC JournalUnderstanding section 1014(e) and Basis Planning2014
WG&L Practical Tax PlanningIncome Tax Planning for Clients with Shorter Life Expectancies2014
Merrill Anderson Estate Planning StudiesTax Basis Planning2014
Leimberg Information Services & NAEPC JournalTax Basis Planning - the Traps and Opportunities2014
WG&L/RIA Practical Tax StrategiesIncome Tax Planning for Clients with Shorter Life Expectancies2014
LISI Estate Planning NewsletterTax Basis Planning - the Basics2014
Leimberg Information Services; NAEPC JournalTax Complexity, History and Humor2013
Leimberg Information Services, NAEPC JournalWhere is the Estate Planning Profession Going?2013
RIA-WG&L Tax WatchPlanning for the Terminally Ill (3 parts)2012
Georgia Society of CPAs NewsletterTransfer Tax Planning in 20122012
Leimberg Information ServicesPlanning for the Terminally Ill, 2012/20132012
Leimberg Information ServicesThe Seven Inevitables in Family Business Succession2012
NAEPC Journal of Estate and Tax PlanningThe Future of Estate Planning2011
NAEPC Journal and Leimberg Information ServicesSample Client Letter on Planning in 2010 and 20112011
Leimberg Information Services Newsletter #1668Should Clients Consider Gifting in 20102010
NAEPC Journal of Estate and Tax PlanningShould Clients Consider Gifting in 2010?”2010
Howard Zaritsky’s Estate Planning UpdateGifting in 20102010
Leimberg Information Services Newsletter #1657The Future of the Estate Planning Business2010
RIA Tax WatchGifting in 20102010
Wall Street Journal WebsiteEstate Planning – Its all about the Legacy2009
NAEPC Journal of Estate and Tax PlanningComplexity of the Code2009
Leimberg Information Services Newsletter #1521Smaller Exemptions or a Return to 2001? A Contrarian’s View2009
NAEPC Journal of Estate and Tax PlanningUnexpected Consequences of the Baby Boomers2008
Estate Planning magazineA Return to 2001?2007
Journal of Practical Estate PlanningDealing with the Seven Inevitables of Family Businesses2007
National Underwriter publicationA Return to 2001- the Impact of the Election2006
UnknownThe Return of 2001?2006
Journal of Estate and Tax PlanningThe Return of 2001?2006
NBWA NewsletterSeven Realities of Family Business Succession2006
UnknownSix Realities of Family Business Succession2006
ournal of Financial Service ProfessionalsLife Insurance and Business Succession2006
Unknownhe Importance of Basis Planning2005
UnknownWhat Happens When Federal Estate Taxes Don’t Matter?2005
ABA Practical LawyerMedical Decision Making2005
Estate Planning JournalIncome Tax Planning Now that Estate Taxes are Less Significant2005
Georgia Bar Journal,Medical Decision Making in Georgia2005
Estate Planning NewsletterThe Increased Importance of Basis Planning2005
UnknownMedical Decision Making2005
Trusts and EstatesThe Increased Importance of Basis Planning2005
UnknownAre ILITs Still Viable?2005
Society Page for SFSPCommon Mistakes in Creating, Operating and Transferring a Business2005
NBWA NewsletterHow to Create Liquidity, without Going Broke,2005
Taxes MagazineEstate Defective Trusts2005
PamphletThe Family Love Letter2002
Milliken PressStewardship, a Self-Study Guide1986

Education

School NameMajorDegreeGraduated
University of Florida, Fredric G. Levin College of LawTaxationLL.M - Master of Laws1979
University of Florida, Fredric G. Levin College of LawLawJD - Juris Doctor1977
University of FloridaAccountingB.S.B.A1974

Speaking Engagements

Conference NameTitleDate
University of Florida College of Law Tax InstituteA Potpourri of Tax Planning Ideas and Strategies2015
FPA Retreat 2015Changing Demographics are Changing how we do Estate Planning2015
Florida Bar Tax Section Fall MeetingTax Basis Planning: Opportunities and Traps2015
American Institute on Federal Taxation Annual MeetingTax and Estate Planning Issues for Divorce and Blended Families2015
Washington State Bar Association Annual ConferenceWhy Income Tax Planning Trumps Federal Estate Tax Planning2014
UF Tax Law InstituteBasis Planning2014
Palm Beach Tax InstituteTax Basis Planning2014
Georgia Federal Tax ConferenceRethinking Strategies in Light of the Larger Exemption2014
FPA Retreat 2014Advising Clients about Tax and Estate Planning After 20132014
FPA National ConventionEstate and Income Planning Opportunities and Traps you probably never Knew About2014
EBA Estate And Business Planning InstituteThe Future of Estate Planning2014
University of Florida College of LawThe Future of Estate Planning2013
State Bar of Georgia ICLETax Planning Traps and Tips after 20122013
Southeastern Accounting ShowEstate and Tax Planning Update2013
Georgia Federal Tax ConferencePlanning Jeopardy2013
Chattanooga Estate Planning CouncilThe Future of Estate Planning2013
Atlanta Bar AssociationThe Future of Estate Planning2013
Annual ConferenceEstate Planning Traps and Tips after 20132013
The Dallas Foundation Annual Estate Planning ConferenceCreative Planning in 20122012
Georgia Society of CPAs Annual Estate Planning ConferenceEstate Planning and Tax Update2012
Georgia Federal Tax ConferenceCreative Planning with the $5M Gift Exemption2012
FPA Annual Regional ConferenceUpdate on Planning2012
Wisconsin FPA Annual MeetingTraps, Trends and Opportunities in Estate and Tax Planning after 20102011
Top Producer’s Conference for InvestacorpCreative Planning Ideas2011
LPL Annual Meeting20 Insurance Planning Opportunities2011
Linked FA Annual MeetingThe Impact of Return on Estate Planning2011
Investacorp Annual Estate Planning ConferencePlanning to the End of 20122011
Georgia Society of CPAs State Wide WebinarEstate Planning Opportunities and Traps, 2011-20122011
FPA Annual MeetingThe Future of Estate Planning2011
2011 Estate Planning Conference for Kovack SecuritiesCreative Planning after 20102011
University of Florida Law School LL.MPerspectives on Estate Planning2010
Philadelphia Estate Planning CouncilMulti-State Estate Planning – Issues and Opportunities2010
Georgia Forestry Association Annual MeetingTax and Estate Planning for the Next Decade2010
Columbus Ohio Community Foundation Annual MeetingPlanning in Chaos2010
Schwab Impact National ConferenceCapitalizing on Personal Trust Trends2009
Philadelphia Financial Planning Association Annual Meeting, Key Note PresentationTrends in Estate Planning2009
American Academy of Matrimonial Lawyers Annual Family Law SeminarTax & Estate Planning Issues in Divorce2009
Spokane Estate Planning Council Annual MeetingEstate and Tax Planning in the Chaos of 2008-20112008
MetLife Mystery Tour for Top ProducersPlanning for Baby Boomers2008
Financial Planning Association National ConventionPlanning after the Election2008
NBWA Annual ConventionPlanning for the Family Business2007
FPA National ConventionPlanning from 2007-20112007
Colorado Springs FPA Annual MeetingPlanning in the Confusion of 20112007
Georgia Society of CPAs Annual Meetinghe Future of Estate Planning2007
Georgia Forestry Associationhe Seven Inevitable Problems in a Family Business2007
Million Dollar Round TableEstate and Insurance Planning: Opportunities When Estate Taxes Don’t Matter2007
St Louis Estate Planning CouncilInnovative Planning Ideas2007
Philadelphia Estate Planning CouncilDoes Income Tax Planning Trump Estate Tax Avoidance?2007
Naples Estate Planning CouncilThe Future of Estate Planning2007
BDOAccounting Firm Southeast Annual MeetingDoes Income Tax Planning Trump Estate Tax Avoidance?2007
The Milner GroupEstate Planning War Stories2006
Best of the Year FPA VLC ProgramReviewing Estate Planning Documents — a Practical Approach2006
Salt Lake City Estate Planning CouncilThe Future of Estate Planning (3 hours)2006
Chattanooga Estate Planning Councilnnovative Planning Ideas2006
Atlanta Estate Planning CouncilDoes Income Tax Planning Trump Estate Tax Avoidance?2006
The Milner GroupEstate Planning War Stories2006
FPA National Convention (Nashville)Reviewing Es tate Planning Documents — a Practical Approach2006
National Beer Wholesalers AssociationThe Seven Inevitable Problems in a Family Business2006
AXA Planning Conferencehe Future of Estate Planning2006
Central Ohio FPAThirty Innovative Planning Ideas2006