Scroggin & Company, P.C. - Speeches

Speaker:	John J. Scroggin, AEP, J.D., LL.M. The Brannon House 647 Mimosa Boulevard Roswell, Georgia 30075 Phone: (770)640-1101 Fax: (770) 518-4124. Email: John@scrogginlaw.com Online Contact Form
Speaker Bio:	Mr. Scroggin’s speaking credentials are shown below. A more detailed Biography is also available.

Speaker Credentials: Mr. Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 29 years. He has previously worked as a CPA. He is Co-Creator of the “Family Incentive Trust” and creator of the “Perpetual Estate Plan,” “The Restraint Continuum” and “The Family Love Letter.” Mr. Scroggin has written and spoken extensively about Influencing the Behavior of Heirs, how Estate Planning is changing and on Business Planning issues. He is known for his ability to convert complex, technical information into practical, useable forms. He also hopes he is not as pompous as this resume would seem to indicate.

Mr. Scroggin received the following degrees from the University of Florida: B.S.B.A. (Accounting), 1974; Juris Doctorate, 1977; Master of Laws in Taxation (LL.M.), 1979. Mr. Scroggin has taught tax law at the University of Florida Law School and Business School. He was a CPA with Arthur Andersen’s nationwide estate planning group. He is a Nationally Accredited Estate Planner and is rated “AV” by Martindale Hubbell. Mr. Scroggin serves as the Editor-in-Chief of the Journal of Estate and Tax Planning of the National Association of Estate Planners and Councils. From 2004-2006, he was Co-Editor of CCH’s Practical Estate Planning magazine. He is an Estate Planning Columnist for Advisor Today Magazine and is a Contributing Writer to National Underwriter and CCH’s Journal of Practical Estate Planning.

Mr. Scroggin’s professional affiliations include: The State Bar of Georgia, the Florida Bar, American Revenues Society, American Tax Token Society, Atlanta Estate Planning Council, Buckhead Study Group, Georgia Planned Giving Council, the Society of Financial Service Professionals, the Financial Planning Association and the North Georgia Estate Planning Council (President, 2002-2005). He is a member of four charitable Boards in Atlanta. He is a member of the Board of Directors of the National Association of Estate Planners and Councils (2002-present).

Mr. Scroggin is the author of over 200 published articles and columns. Among the publications are: Estate Planning, Taxes, NAEPC Journal of Estate and Tax Planning, Financial and Estate Planning, Practical Tax Strategies, ABA Property and Probate, ABA Practical Tax Lawyer, ABA Practical Lawyer, AICPA Tax Advisor, Journal of Estates and Trusts, Trusts and Estates, Journal of Financial Services Professionals, Journal of Financial Planning, Financial Services Professionals Newsletter, CCH Journal of Practical Estate Planning, Advisor Today, Financial Planning, Georgia Society of CPAs Bottom Line, Broker World, Life Association News, The Atlanta Journal/Constitution, Atlanta Business Chronicle, National Underwriter, Insights and Strategies, Bank Investment Marketing, NAILBA Magazine, Financial Services Advisor, Business Valuation, Utah Society of CPAs Journal, Fulton County Daily Report, the Atlanta Bar Journal and the Georgia Bar Journal. He has written three books and was recognized by the CFP Board of Examiners for writing one of the best planning articles for the year 2000. His website has been recommended by the Journal of Accountancy for estate planning purposes.

Mr. Scroggin is a frequent speaker. Among the groups he has spoken for are: The University of Florida Law School Graduate Tax Program, The Georgia State University MBA Program, The 2007 Million Dollar Round Table, The Texas Society of CPAs, Canada Life, Partners Financial, The National Convention of the International Association for Financial Planning, The College for Financial Planning, The State Bar of Georgia, The Atlanta Bar Association, The National Business Institute, The National Convention of the U.S./Philippine Chamber of Commerce, The Annual Convention of the Southern Council of Optometrists, the Salt Lake City Estate Planning Council, the Estate Planning Council of Mississippi, the Central Texas Estate Planning Council, the Philadelphia Estate Planning Council, the Red River Estate Planning Council, the Wilmington Estate Planning Council, the Louisville Estate Planning Council, the Atlanta Estate Planning Council, the Estate Planning Council of North Georgia, the Society of Senior Risk Managers, Ascensus, Financial Service Corporation, NAIFA, Producers Web, The Wisconsin FPA & CPA Annual Symposium, AXA, First Global, Subcenters, Georgia Society of CPAs, North Carolina Society of CPAs, North Carolina SFSP Annual Meeting, The Milner Group, ChFC Georgia Chapter, IAFP Georgia Chapter, Mid-South Society of the Institute of Certified Financial Planners, First Colony Life Insurance, CUNA Mutual Group, Prudential Insurance Company, Family Wealth Counselors National Convention, Willis Corroon, Guardian Life Insurance Company, American General Life Insurance, Financial Network Investment Corp, Tri-State FPA Annual Meeting, NAILBA, Atlanta Life Underwriters EXPO, A.G. Edwards, Enterprise Group of Funds, and the Annual Convention of National Beer Wholesalers Association.

Mr. Scroggin has been quoted in a number of publications, including: the Wall Street Journal (1999, 2004, 2005, 2006), CNN Headline News, the Atlanta Journal/Constitution, National Public Radio Marketplace Radio, National Public Radio Talk of the Town, Fortune Magazine, Money Harvest, Dow Jones Investment Advisor, Worth Magazine, Registered Representative Magazine, Leads Magazine, Image Magazine, The Practical Accountant, National Underwriter, Bloomberg Wealth Management, Life Association News, Financial Planning, The Asian Wall Street Journal, Planner Pavilion.com, Journal of Financial Services Professionals, Houston Chronicle, Fort Worth Star Telegram, Forbes Magazine, Kiplinger’s, Money Magazine, Austin American-Statesman, Medical Economics, Smart Money Magazine, The South China Post, Secured Retirement, The LA Times, Advisor Today, Bank of America magazine, Fortune Investor, BNA Estates Gifts & Trusts Journal, Atlanta Business Chronicle, Newsday, Chicago Sun-Times, Bankrate.com, ABA Probate & Property, the Clarion Ledger, the Miami Herald, New England Financial Journal, the Baltimore Business Journal and Knight-Ridder Tribune.

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