Mr. Scroggin has been married for 30 years to Lynn Geiger Scroggin and has three children. One son is a professional blacksmith, his daughter works for Children's Health Care of Atlanta as a fundraiser and his youngest son is just out of the Army after a return from Iraq.

Mr. Scroggin has practiced as a business, tax and estate planning attorney in Atlanta for 30 years. His practice is devoted to tax planning, estate planning, business representations, business succession and sales of businesses. He is co-creator of the "Family Incentive Trust" and creator of the "The Family Love Letter." 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 bio 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 College of Business. He was a CPA with Arthur Andersen's nationwide estate planning group. He is a Nationally Accredited Estate Planner and has received the coveted "AV" rating by Martindale Hubbell. Since 2006, Mr. Scroggin has 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 US). Mr. Scroggin was a Co-Editor of Commerce Clearing House's Journal of Practical Estate Planning from 2004-2006.

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, and the North Georgia Estate Planning Council (President, 2002-2005). He was Chairman of the North Fulton Community Foundation and is a member of the Board of Directors of the National Association of Estate Planners and Councils (2002-present) where he is Co-Chairman of the Long Range Planning Committee and Chairman of the Publications Committee. He is a member of the Board of Directors of the Historic Roswell Convention and Visitors Bureau (2004-present), and is a member of the Roswell Rotary Club, where has been a member of its charity committee for 4 years. He serves as Chairman of the Friends of Barrington Hall. He is owner of the one of the largest private collections of tax memorabilia in the US.

Mr. Scroggin is the author of over 200 published articles and columns. Among the publications are: Estate Planning, Taxes, 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, the Atlanta Bar Journal and the Georgia Bar Journal. He is a Columnist for Advisor Today Magazine (1997-present) and is a Contributing Writer to National Underwriter. 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 on business, tax and estate planning issues.. Among the groups he has spoken for are: The University of Florida Law School Graduate Tax Program (2004 and 2008), the Georgia State University MBA Program, the Million Dollar Roundtable (2007), the State Bar of Georgia ICLE (1992, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2005 & 2006), The National Convention of the Financial Planning Association (1997, 1998, 2003, 2004, 2005, 2006, 2007 & 2008), the Atlanta Bar Association, Georgia Society of CPAs, The Texas Society of CPAs, Georgia Planned Giving Council, the Philadelphia Estate Planning Council, the Estate Planning Council of Mississippi (2000 & 2003), the Central Texas Estate Planning Council, the Wilmington Estate Planning Council, the Spokane Estate Planning Council, the Stuart Estate Planning Council, the Northern Arkansas Estate Planning Council (2007 & 2008), the St. Louis Estate Planning Council, the Louisville Estate Planning Council, the Atlanta Estate Planning Council, the Estate Planning Council of North Georgia, Chattanooga Estate Planning Council, the Northern Michigan Estate Planning Council, Estate Planning Council of Winston Salem, the Detroit Estate Planning Council, Red River Estate Planning Council, North Alabama Estate Planning Council, the Wisconsin FPA & CPA Annual Symposium, Schwab Trust, Canada Life, Partners Financial, the Colorado Springs FPA, the San Diego FPA, the Wisconsin FPA, the College for Financial Planning, The Society of Financial Services Professionals National Convention, The National Business Institute, NAPFA National Convention, The National Convention of the U.S./Philippine Chamber of Commerce, The Annual Convention of the Southern Council of Optometrists, the Society of Senior Risk Managers, Ascensus, Financial Service Corporation, NAIFA Annual Meeting, Producers Web, First Global, Subcenters, North Carolina Society of CPAs, North Carolina SFSP Annual Meeting, AXA Advisors, The Milner Group, ChFC Georgia Chapter, IAFP Georgia Chapter, NAIFA Georgia Chapter, Mid-South Society of the Institute of Certified Financial Planners, First Colony Life Insurance, CUNA Mutual Group, Metlife, Prudential Insurance Company, Family Wealth Counselors National Convention, Willis Corroon, Guardian Life Insurance Company, American General Life Insurance, Financial Network Investment Corp, Gulf States FPA, Tri-State FPA Annual Meeting, the Houston FPA, NAILBA Annual Meeting, Atlanta Life Underwriters EXPO, A.G. Edwards, Enterprise Group of Funds, and the Annual Convention of National Beer Wholesalers Association (2003, 2005, 2006, 2007 & 2008).

Mr. Scroggin has been quoted in a number of media sources, including: the Wall Street Journal (1999, 2004, 2005, 2006, 2007 & 2009), CHH Headline News (on the Terri Schavio case), MSN Lifestyle, 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, Financial Advisor, The Practical Accountant, National Underwriter, Bloomberg Wealth Management, Life Association News, Financial Planning, The New York Times, The Asian Wall Street Journal, New York Times International Herald Tribune, Planner Pavilion.com, Journal of Financial Services Professionals, Houston Chronicle, Fort Worth Star Telegram, Forbes Magazine, Redbook, Kiplinger's, Money Magazine, Austin American-Statesman, Medical Economics, Smart Money Magazine, Wall Street Magazine, Minneapolis St Paul Business Journal, Investment News, 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, Physician Personal Advisory Magazine, and Knight-Ridder Tribune.

PERSONAL

• Age: 57; Married to Lynn G. Scroggin, 1979 (4th Grade Teacher).
• Children: John (Blacksmith, age 27), Julie (Not-for-Profit Events Planner, age 24), Justin (Iraq War Veteran, age 22).
• Owner of one of the Largest Private Collections of Tax Memorabilia in the US.

QUOTED IN NEWSPAPERS:

• Wall Street Journal (1999, 2004, 2005, 2006, 2007)
• Houston Chronicle
• South China Morning Post (1999)
• Chicago Sun-Times
• Knoxville News
• New England Financial Journal
• The Miami Herald (2004)
• The New York Times (2005)
• Investment News (2006)
• Chicago Tribune (2007)
• Seattle-Post-Intelligencer (2007)
• Atlanta Journal/Constitution (1999, 2002, 2005)
• Fort Worth Star Telegram
• The LA Times
• Knight-Ridder Tribune
• Jackson Clarion Ledger (2000)
• Dunwoody Crier (2004, 2005)
• New York Times International (2005)
• Herald Tribune (2004)
• Palm Beach Post (2006)
• Cleveland Business Journal (2007)
• Orlando Sentinel (2007)
• The Asian Wall Street Journal (1999)
• Austin American-Statesman
• Newsday
• Greenville Herald Banner
• Atlanta Business Chronicle (2001)
• Baltimore Business Journal (2004, 2006)
• Greenwich Time (2005)
• Minneapolis St Paul Business Journal (2005)
• Ventura County Star (2007)
• Colorado Springs Gazette (2007)
• Dow Jones Investment Wire (2008)

QUOTED IN MAGAZINES:

• Forbes Magazine
• Registered Representative Magazine (2001)
• Dow Jones Investment Advisor
• National Underwriter
• Kiplinger's
• Smart Money Magazine (2003, 2005)
• Advisor Today
• ABA Probate & Property
• Objective Advisor
• Beverage Week (2005)
• Worth Magazine (2005)
• Business to Business (2006)
• More Magazine (2007)
• Retirement Weekly Newsletter (2008)
• Fortune Magazine
• Image Magazine
• Leads Magazine
• Financial Planning
• Money Magazine (1999, 2005)
• Active Times Magazine
• Fortune Investor
• Investment Advisor
• Bloomberg Personal Finance
• Bank of America Magazine (2004)
• On Wall Street Magazine (2006)
• Physician Personal Advisory Magazine (2006)
• Redbook Magazine (2007)
• Investment News (2008)
• Life Association News
• Practical Accountant
• Broker World
• Journal of Financial Services Professionals
• Medical Economics (2000, 2005, 2007)
• Secured Retirement
• BNA Estates, Gifts & Trusts Journal
• Journal of Accountancy
• Bloomberg Wealth Management (2004)
• Financial Planning Magazine (2005, 2006)
• Financial Advisor (2004, 2005, 2007, 2009)
• Life Insurance Selling (2007)
• American Bar Association Journal (2007)

QUOTED IN OTHER SOURCES:

• Planner Pavilion.com
• Family Giving News (2004)
• AOL News (2007)
• Profiled in UF Law News on the Family Love Letter (Summer 2006)
• ModernMedicine.com on the Family Love Letter (2007)
• Profiled in Wealth Management Business (2008)
• Kiplingers' Retirement Report on Second Marriage Planning (2008)
• Bankrate.com
• MSN Money on Incentive Trusts (2005)
• Lifetime.com on Family Love Letter (2007)
• Leimberg Information Services
• MSN Lifestyle on Family Love Letter (2007)
• FinancialCounsel.com (2007)

INTERVIEWED ON TELEVSION AND RADIO:

• Money Harvest on Estate and Tax Planning for Farmers (1999)
• National Public Radio Marketplace Radio on Incentive Trusts (2002)
• National Public Radio Talk of the Nation on Estate Planning (2004)
• CNN Headline News on the Terri Schaivo Case (March 2005)
• Milwaukee Public Radio "Money Sense" on Estate Planning (July 2007)

PUBLICATIONS – Pamphlets

• The Family Love Letter, AXA Advisors and Enterprise Group of Funds, 2002, Second Printing 2005; Third Printing, 2006. Fourth Printing 2007; Fifth Printing 2008.
• The Use of REITs in the Estate, Family and Business Planning of Beverage Distributors, 2006.
• Developing an Estate Planning Practice, Oppenheimer Funds, 2009.

PUBLICATIONS - Books

• Family Incentive Trusts, National Underwriter, 1999.
• Stewardship, a Self-Study Guide, Milliken Press, 1986.
• Tax and Financial Planning for Ministers, A Practical Analysis, Milliken Press, 1984.

John J. Scroggin

online at

visit superlawyers.com

Year Joined Organization

• 1993

Areas of Practice

• Business & Corporate Planning
• Contract Review and Drafting
• Negotiation; Dispute Resolution
• Buy-Sell Agreements
• Creation of Business Entities
• Tax Planning & Estate Planning
• Creation of Trusts
• Business Succession Planning
• Sales of Businesses & Property
• Charitable Entities and Planned Giving
• Probate Administration
• Family Business Planning

Certification/Specialties

• Certified Public Accountant, Georgia, 1981

Bar Admissions

• Supreme Court of Georgia
• U.S. Court of Appeals 11th Circuit
• U.S. Tax Court

Education

• University of Florida College of Law, Gainesville, Florida, 1979
  LL.M.
  Major: Taxation
  
  
• University of Florida College of Law, Gainesville, Florida, 1977
  J.D.
  
  
• University of Florida, Gainesville, Florida, 1974
  B.S.B.A.
  Major: Accounting
  
  

Published Works

• "Revenue Ruling 2007-13 - Fixing Out of Date ILITs", (Co-Author with Michael Van Cise), Estate Planning Magazine, Summer, 2009
• "Estate Planning from 2009-2011", Wall Street Journal, Financial Planning Association Weekend Insert, March, 2009
• "What Comes Next?", Advisor Today, March, 2009
• "Complexity of the Code", NAEPC Journal of Estate and Tax Planning, Editors Column, January, 2009
• "Creative Uses of the Annual Exclusion", Advisor Today, August, 2008
• "Unexpected Consequences of the Baby Boomers", NAEPC Journal of Estate and Tax Planning, Spring, 2008
• "Effectively Using the Annual Exclusion", Advisor Today, June, 2008
• "Unintended Consequences of the Baby Boomers", National Underwriter, April, 2008
• "Using Revenue Ruling 2007-13 to Fix Defective Insurance Trusts?", Advisor Today, February, 2008
• "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
• "Do your Clients Need to Move their Life Insurance before the End of 2007?", Advisor Today, November, 2007
• "Estate Tax Fixes Before 08", Registered Rep Newsletter, November 28, 2007
• "Using Revenue Ruling 2007-13 to Fix Defective Insurance Trusts", National Underwriter, September 3, 2007
• "Medical Directives", NAEPC Journal of Estate and Tax Planning, July, 2007
• "Estate Planning to Cope with the Current Legislative Uncertainty", Estate Planning Magazine, May, 2007
• "Estate Planning to Cope with the Current Legislative Uncertainty", NAEPC Journal of Estate and Tax Planning, December, 2007
• "Liquidity Planning & Permanent Estate Tax Reform", National Underwriter, April, 2007
• "Dealing with the Seven Inevitables of Family Businesses', Journal of Practical Estate Planning, March, 2007
• "Dealing with the Seven Inevitables of Family Businesses', CCH's Estate and Financial Planning in Volume 3, April, 2007
• "Dealing with the Seven Inevitables of Family Businesses", The American College, 2008
• "A Return to 2001- the Impact of the Election", National Underwriter, November, 2006
• "A Return to 2001- the Impact of the Election", AIG Focus Life Carriers Newsletter, 2007
• "The Return of 2001?", Advisor Today, November, 2006
• "The Return of 2001?", NAEPC Journal of Estate and Tax Planning, October, 2006
• "Seven Realities of Family Business Succession", NBWA Newsletter, March, 2006
• "Six Realities of Family Business Succession", Advisor Today, February, 2006
• "Life Insurance and Business Succession", Journal of Financial Service Professionals, January, 2006
• "The Importance of Basis Planning", Advisor Today, November, 2005
• "What Happens When Federal Estate Taxes Don't Matter?", Advisor Today, September - November, 2005
• "Medical Decision Making", ABA Practical Lawyer, August, 2005
• "Income Tax Planning Now that Estate Taxes are Less Significant", Estate Planning Magazine, June, 2005
• "Medical Decision Making in Georgia", Georgia Bar Journal, June, 2005
• "Common Mistakes in Creating, Operating and Transferring a Business", Society Page for SFSP, Summer, 2005
• "The Increased Importance of Basis Planning", Estate Planning Newsletter, Society of Financial Services Professionals, May, 2005
• "Medical Decision Making", Advisor Today, May, 2005
• "The Increased Importance of Basis Planning", Trusts and Estates, April, 2005
• "How to Create Liquidity, without Going Broke", NBWA Newsletter, January, 2005
• "Other Tax Planning Trumps Estate Tax Avoidance", National Underwriter, February, 2005
• "Are ILITs Still Viable?", Advisor Today, January and February, 2005
• "Are ILITs Still Viable?", Life & Health Section Newsletter of the Society of Financial Services Professionals, Summer, 2005
• "Estate Defective Trusts", Taxes Magazine, January, 2005
• "Estate Defective Trusts", Practical Estate Planning, April, 2005
• "Estate Defective Trusts", National Underwriter, January, 2005
• "Fundamental Estate Planning", Advisor Today, November, 2004
• "Dynasty Trusts", Advisor Today, August, 2004
• "The Changing Nature of Estate Planning - The Use of Trusts", CCH Practical Estate Planning, August, 2004
• "The Changing Nature of Estate Planning - The Use of Trusts", CCHs's Estate and Financial Planning
• "Avoiding Gift Problems", Advisor Today, June, 2004
• "Planning for the Basis of Assets", National Underwriter, June 14, 2004
• "Planning for the Basis of Assets", Life & Health Section Newsletter of the Society of Financial Services Professionals
• "Influencing the Legacy", Advisor Today, April, 2004
• "Post-Creation Checklist for Georgia Business Entities", Georgia Bar Journal, April, 2004
• "The Changing Nature of Estate Planning - Divorce & Conflict", CCH Practical Estate Planning, March, 2004
• "The Changing Nature of Estate Planning - Divorce & Conflict", CCH's Estate and Financial Planning
• "Avoiding Mistakes in Buy-Sell Agreements", NBWA Beer Perspectives, February, 2004
• "Fewer Taxable Estates Will Create Profound Changes", National Underwriter, December, 2003
• "The Changing Nature of Estate Planning - Influencing the Legacy", CCH Practical Estate Planning, December, 2003
• "The Changing Nature of Estate Planning - Influencing the Legacy", CCH's Estate and Financial Planning, Paragraph 32,621, Volume 3
• "Planning to Influence the Behavior of Heirs", FPA Journal of Financial Planning, November, 2003
• "Avoiding Mistakes in Buy-Sell Agreements", Advisor Today, Fall, 2003
• "Avoiding Mistakes in Buy-Sell Agreements", Advisor Today, Winter, 2004
• "Influencing the Legacy", The Community Foundation for Greater Atlanta Newsletter, Fall, 2003
• "It's Not About the Dead and Their Taxes", Advisor Today, October, 2003
• "Planning for Divorce (3 parts)", Society of Financial Services Professionals Retirement Counseling Newsletter, Fall, 2003
• "Five Realities of Family Business Succession", Society of Financial Services Professionals Business Planning Newsletter, Fall, 2003
• "The Changing Nature of Estate Planning - The Fundamentals", CCH Practical Estate Planning, June, 2003
• "The Changing Nature of Estate Planning - The Fundamentals", CCH's Estate and Financial Planning, at paragraph 32,571 of Volume 3, August, 2003
• "The Jobs and Growth Tax Relief Reconciliation Act of 2003", National Underwriter, June, 2003
• "The Jobs and Growth Tax Relief Reconciliation Act of 2003", NBWA, Summer, 2003
• "Planning & Divorce", Advisor Today, February, May & July, 2003
• "Avoiding Mistakes in Buy-Sell Agreements", ABA Practical Lawyer, June, 2003
• "Avoiding Mistakes in Buy-Sell Agreements", American Bar Association, Practice Checklist Manual on Advising Business Clients, III
• "Avoiding Mistakes in Buy-Sell Agreements", AICPA, Selected Readings - Management of a Practice
• "Protecting and Preserving the Family - the True Goal of Estate Planning", Broker World, March & April, 2003
• "Restraining an Inheritance can Accomplish a Client's Objectives", WG&L Estate Planning Magazine, March, 2003
• "Planning for Divorce", WG&L Practical Tax Strategies, December, 2002
• "Planning for Divorce", WG&L Practical Tax Strategies, January, 2003
• "The Family Love Letter", CCH Practical Estate Planning, December, 2002
• "The Family Love Letter", CCH Practical Estate Planning, January, 2003
• "The Restraint Continuum", Advisor Today, January, 2003
• "The Changing Nature of Estate Planning", National Underwriter, December, 2002
• "Techniques for the New Estate Plan", Investment Advisor, December, 2002
• "Planning for Divorce", National Underwriter, November, 2002
• "All in the Family", Investment Advisor, October, 2002
• "Reducing Conflicts in the Estate Plan", Advisor Today, September, 2002
• "Transfers to Minors", National Underwriter, August, 2002
• "Handing Over the Family Business", Advisor Today, July, 2002
• "Protecting and Preserving the Family - the True Goal of Estate Planning", ABA Real Property, Probate and Trust Journal, Spring and Summer, 2002
• "Protecting and Preserving the Family - the True Goal of Estate Planning", Georgia Planned Giving Council Newsletter, 4th Quarter, 2002
• "The Restraint Continuum", National Underwriter, June, 2002
• "Innovative Insurance Sales", NAILBA Magazine, Winter, 2002
• "Time for Review, 2002", Brokers World, March-May, 2002
• "Some Interesting Aberrations in the 2001 Tax Bill", Advisor Today, January, 2002
• "Some Interesting Aberrations in the 2001 Tax Bill", Georgia Planned Giving Council Newsletter, January
• "Personal Property: The Forgotten Part of the Estate Plan", CCH Practical Estate Planning, February/March, 2002
• "Protecting the Buyer of a Business", CCH Business Strategies Bulletin, January, 2002
• "Elimination of the Estate Tax?", Advisor Today, January, 2002
• "Protecting the Seller of a Business, CCH Business Strategies Bulletin, December, 2001
• "Will the Estate Tax be Eliminated?", The Georgia Planned Giving Council Newsletter, December, 2001
• "Four Realities of Business Succession", CCH Business Strategies Bulletin, November, 2001
• "Found Money", The Georgia Planned Giving Council Newsletter, 3rd Quarter, 2001
• "Estate Planning After the 2001 Tax Bill", National Underwriter, July, 2001
• "Effectively Using the Annual Exclusion", AICPA Tax Advisor, June & July, 2001
• "Effectively Using the Unified Credit", National Underwriter, April, 2001
• "Planning to Protect and Preserve the Family", Advisor Today, January, 2001
• "Hang on Advisors, Its Going to be a Bumpy Tax Ride", National Underwriter, January, 2001
• "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
• "Impact of the Elimination of Estate Taxes on Appraisers", Utah Association of CPAs
• "Choosing a Trustee: A Practical Approach", Advisor Today, October, 2000
• "War Stories in Estate Planning", National Underwriter, October, 2000
• "Unique Marketing Ideas", NAILBA Magazine, September, 2000
• "The Family Incentive Trust", Journal of Financial Services Professionals, July, 2000
• "Tis Better to Give", Financial Planning, July-September, 2000
• "Personal Property - The Forgotten Part of the Estate Plan", Advisor Today, July, 2000
• "Family Incentive Trusts", Insights and Strategies, June, 2000
• "Mid-Year Planning" Financial Planning, June, 2000
• "Two Realities in Estate Planning for a Business Owner", Advisor Today, May, 2000
• "Incentive Based Estate Planning", Financial Services Advisor, Summer, 2000
• "Common Estate Planning Errors", National Underwriter, January, 2000
• "Elimination of the Estate and Gift Tax?", Advisor Today, January, 2000
• "Changing Estate Planning", Life Association News, June, 1999
• "Planning for Incapacity", National Underwriter, February, 1999
• "The Family Love Letter", ABA Practical Tax Lawyer, Winter, 1999
• "The Crummey Power", Life Association News, January, 1999
• "Rich But Not Idle", Financial Planning, November, 1998
• "Rich But Not Idle", Bank Investment Marketing, February, 1999
• "A Time for Review", Broker World, October, 1998
• "A Time for Review", Leads Magazine, 1999
• "Business Planning: Thinking Outside the Box", National Underwriter, October, 1998
• "Benefits and Traps for Insurance Agents in Recent Tax Law", Broker World, August, 1998
• "Does Charitable Reverse Split Dollar Insurance Work?", National Underwriter, July 6, 1998
• "What's Wrong With Charitable Reverse Split-Dollar Insurance?", Broker World, June/July, 1998
• "Charitable Reverse Split Dollar Insurance", Financial Planning, May/June, 1998
• "The 21st Century Planner", Financial Planning, April, 1998
• "Sales and Tax Traps in Recent Tax Legislation", Broker World Magazine, March, 1998
• "Estate Planning Issues You Might Have Missed in Recent Legislation", Trusts and Estates, January, 1998
• "Planning for the Terminally Ill", Broker World Magazine, December, 1997
• "Planning for the Terminally Ill", Broker World Magazine, January, 1998
• "Practical Considerations in Renting Your Home During the Olympics", Atlanta Business Chronicle, October, 1995
• "A Time for Review", Fulton County Daily Report, Winter, 1995
• "Post-Incorporation Checklist", ABA Practical Lawyer, Winter & Spring, 1994
• "Post-Incorporation Checklist for Georgia Corporations", The Atlanta Lawyer, Fall, 1991
• "An Estate Planning Checklist for Clients Facing Disability or Terminal Illness", Trusts & Estates, Winter, 1991
• "Planning for the Elderly and Terminally Ill", American Bar Association - Practical Lawyer, December, 1990
• "The IRS Takes Aim at Trustee Removal Provisions", ABA, Real Property Probate and Trust, Nov/Dec, 1989
• "Is the Power to Change Trustees a General Power of Appointment?, (Co-Author with Rob Petmecky), Taxes Magazine, August, 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
• "Payroll Tax Planning for the 1980s", IAFP - Financial Planning Magazine, July and August, 1986
• "Tax, Legal and Financial Aspects of Operating a Congregation", Image Magazine, April, 1986
• "Tax, Legal and Financial Aspects of Starting a New Congregation", Image Magazine, April, 1986
• "Tax Favored Methods to Finance a College Education", Georgia Society of CPA's The Bottom Line, 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
• "Georgia - Federal Tax Differences - More Than Just a Nuisance", Georgia Bar Journal, 1983

Classes/Seminars Taught

• "Creative Planning Ideas and Traps for the Unwary", Insurance and Financial Leaders of the Southeast (Hilton Head), 2009
• "Planning in the Midst of Chaos", North Georgia Estate Planning Council, 2009
• "Creative Planning", Gainesville Estate Planning Council (Gainesville), 2009
• "Planning for Baby Boomers", Memphis Estate Planning Council (Memphis), 2009
• "Planning for Baby Boomers", Charlotte Estate Planning Council (Charlotte), 2009
• "Influencing the Legacy", Southwest Florida Estate Planning Council Distinguished Speaker Series (Sarasota), 2009
• "The Family Love Letter and Leaving a Legacy", Sarasota Community Foundation (Sarasota), 2009
• "Avoiding the Inevitable Problems in a Family Business", International Forum (Los Angles), 2009
• "The 7 Inevitables in Family Businesses and How to Eradicate Them", MetLife (Los Angles, Philadelphia, Chicago), 2009
• "Planning for Business Transfers 2008-2011", Guardian Life, 2008
• "Planning for Baby Boomers", MetLife Mystery Tour for Top Producers (New York City), 2008
• "Planning and the 2008 Election", Ameriprise Top Producers Program (Hartford), 2008
• "Essentials of any Estate Plan", Schwab Atlanta, 2008
• "Planning after the Election", Financial Planning Association National Convention (Boston), 2008
• "Planning after the Election", National Beer Wholesalers Association Annual Convention (San Francisco), 2008
• "Seven Trends Impacting Estate Planning", Schwab National Impact Meeting (Atlanta), 2008
• "Planning after the Election", Northwest Florida Estate Planning Council (Pensacola), 2008
• "Business Succession", NAIFA Atlanta, 2008
• "Estate Planning Concepts", Houston Financial Planning Association Annual Meeting (Houston), 2008
• "What Every Estate Plan Should Include", Schwab Trust Services (Reynolds Plantation, Palm Springs, San Francisco), 2008
• "Estate and Tax Planning in the Chaos of 2008-2011", Spokane Estate Planning Council Annual Meeting (Spokane), 2008
• "The Future of Estate Planning", University of Florida Law School LL.M. Tax Program (Gainesville), 2008
• "Estate Planning", Georgia Financial Planning Association Annual Meeting, 2008
• "Estate Planning in Uncertain Times", San Diego Financial Planning Association, (San Diego), 2008
• "Estate Planning using Revocable Trusts", Northern Arkansas Estate Planning Council (Fayetteville), 2008
• "Unexpected Uses of Life Insurance in Estate Planning", MetLife Insurance (San Diego, Chicago, Boston), 2008
• "Estate and Tax Planning from 2007-2011 - Confusion Reins", Gulf States FPA Annual Meeting (Mobile), 2007
• "Avoiding 12 Common Estate Planning Mistakes", National Beer Wholesalers Association Annual Convention (Las Vegas), 2007
• "Planning in the Confusion of 2011", Colorado Springs FPA Annual Meeting (Colorado Springs), 2007
• "Multi-Generational Estate Planning", International Association of Financial Planning National Convention (Seattle), 2007
• "Creative Estate Planning", All Day Pre-Conference Program, FPA National Convention (Seattle), 2007
• "Estate Planning for Resident Aliens", FPA Virtual Learning Center, 2007
• "Estate Planning from 2007-2011", Atlanta Pension Group, 2007
• "The Seven Inevitable Problems in a Family Business", Georgia Forestry Association (Savannah), 2007
• "Planning in the Confusion of 2007-2011", Georgia Society of CPAs Annual Estate Planning Meeting (Callaway), 2007
• "Estate and Insurance Planning: Opportunities When Estate Taxes Don't Matter", Million Dollar Round Table (Denver), 2007
• "Planning from 2007-2011", Wisconsin FPA Annual Meeting, (Milwaukee), 2007
• "Does Income Tax Planning Trump Estate Tax Avoidance?", Northern Arkansas Estate Planning Council (Fayetteville), 2007
• "Six Trends Impacting Estate Planning", Georgia Society of CPAs, 2007
• "Estate Planning in the Changing Legal, Demographic and Tax Environment", Martin County Estate Planning Council (Stuart, FL), 2007
• "Multi-State & Multi-Country Estate Planning", FPA Virtual Learning Center, 2007 (rebroadcast February 2008)
• "A Return to 2001?", North Michigan Estate Planning Council (Saginaw), 2007
• "Does Income Tax Planning Trump Estate Tax Avoidance?", St Louis Estate Planning Council (St. Louis), 2007
• "Planning for the Sale or Purchase of a Business", FPA Virtual Learning Center, 2007
• "Does Income Tax Planning Trump Estate Tax Avoidance?", BDO Accounting Firm Southeast Annual Meeting, 2007
• "The Future of Estate Planning", Naples Estate Planning Council, (Naples, FL), 2007
• "Does Income Tax Planning Trump Estate Tax Avoidance?", Philadelphia Estate Planning Council (Philadelphia), 2007
• "Reviewing Estate Planning Documents - a Practical Approach", Best of the Year FPA VLC Program, 2006
• "Innovative Planning Ideas", Chattanooga Estate Planning Council (Chattanooga), 2006
• "Does Income Tax Planning Trump Estate Tax Avoidance?", Atlanta Estate Planning Council, 2006
• "The Future of Estate Planning (3 hours)", Salt Lake City Estate Planning Council (Salt Lake), 2006
• "Reviewing Estate Planning Documents - a Practical Approach", FPA National Convention (Nashville), 2006
• "Estate Planning War Stories", The Milner Group, 2006
• "The Future of Estate Planning", AXA Planning Conference (Philadelphia), 2006
• "The Seven Inevitable Problems in a Family Business", National Beer Wholesalers Association National Convention (Orlando), 2006
• "Thirty Innovative Planning Ideas", Central Ohio FPA (Columbus), 2006
• "Innovative Planning Ideas", AXA Estate Planning Conference (Wisconsin), 2006
• "Influencing the Legacy", AXA Estate Planning Conference, 2006
• "Does Income Tax Planning Trump Estate Tax Avoidance?", Georgia Tax Conference, 2006
• "The Future of Estate Planning", Red River Estate Planning Council (Fargo), AXA Planning Conference, 2006
• "Innovative Planning Ideas", North Alabama Estate Planning Council (Birmingham), 2006
• "Family Business Succession", The Milner Group, 2006
• "Does Income Tax Planning Trump Estate Tax Avoidance?", State Bar of Georgia Estate Planning Institute (Athens), 2006
• "The Future of Estate Planning", Georgia Financial Planning Association Annual Meeting, 2006
• "Innovative Insurance Planning Ideas", The Milner Group, 2006
• "Innovative Planning Ideas", Denver Financial Planning Association (Denver), 2005
• "Innovative Planning Ideas", Fort Worth Society of Financial Services Professionals (Fort Worth), 2005
• "Planning when the Estate Tax Does Not Matter", College for Financial Planning Fall Tape Series, 2005
• "The Changing Nature of Estate Planning", Detroit Estate Planning Council Half Day Program (Detroit), 2005
• "A Humorous Review of Taxes", Detroit Estate Planning Council (Detroit), 2005
• "Planning for the Aftermath of Hurricane Katrina", FPA Virtual Forum, 2005
• "Avoiding Common Mistakes in Creating, Operating and Transferring a Business", Society of Financial Services Professionals National Convention (Phoenix), 2005
• "Non-Tax Issues in Estate Planning", Atlanta Bar Association, Estate Planning Section, 2005
• "Planning for the Aftermath of Hurricane Katrina", FPA Virtual Forum, 2005
• "The Changing Nature of Estate Planning and its Impact on Charities", Georgia Planned Giving Council, 2005
• "Transferring your Business without Losing Your Shirt and Your Family", NBWA Annual Convention (Las Vegas), 2005
• "Hot Topics in Estate Planning", Financial Planning Association National Convention (San Diego), 2005
• "Minimizing Conflicts in Estate Planning: Insurance and Other Solutions", Financial Planning Association National Convention Day Pre-Conference (San Diego), 2005
• "Does Income Tax Planning Trump Federal Estate Tax Avoidance?", Estate Planning Council of Winston Salem (Winston Salem), 2005
• "Does Income Tax Planning Trump Federal Estate Tax Avoidance?", Central Florida Financial Planning Association Annual Meeting (Tampa), 2005
• "Does Income Tax Planning Trump Federal Estate Tax Avoidance?", Wellstar Annual Estate Planning Program, 2005
• "Estate Defective Trusts", Commerce Clearing House Continuing Education Program, 2005
• "How Legislative Changes are Changing Estate Planning", Atlanta NAIFA Annual Meeting, 2005
• "Innovative Planning Ideas", Phoenix Financial Planning Association (Phoenix), 2005
• "Medical Decision Making in Georgia", 2005
• "The Family Love Letter", Enterprise Group of Funds, 2005
• "The Family Love Letter", Morgan Stanley, 2005
• "The Family Love Letter", Enterprise, 2005
• "Estate Planning is not Dying, It's Just Evolving", Society of Financial Services Professionals Conference (Fort Worth), 2005
• "Avoiding Common Mistakes in Estate Planning", Financial Planning Association Virtual Forum, 2005
• "How to Transfer Your Business Without Losing Your Shirt and Your Family", Society of Financial Services Professionals Arizona Institute (Tucson), 2005
• "The Family Love Letter", Morgan Stanley, 2004
• "Estate Defective Trusts", Wilmington Delaware Estate Planning Council (Wilmington), 2004
• "Influencing the Legacy", National Association of Estate Planners & Councils Convention, 2004
• "Does Income Tax Planning Trump Estate Tax Planning?", National Association of Estate Planners & Councils Convention, 2004
• "Planning with Trusts", Wilmington Trust, 2004
• "Avoiding Common Businesses Mistakes", Financial Planning Association National Convention (Denver), 2004
• "The Creative Use of Trusts", Financial Planning Association National Convention, Pre-Convention Program (Denver), 2004
• "Avoiding Common Mistakes in Estate Planning", 2004
• "Technology and Estate Planning", Estate Planning Council of North Georgia, 2004
• "Why Every Client Should Plan for Incapacity", Financial Planning Association Virtual Forum, 2004
• "Ethics", Women in Financial Services, 2004
• "Influencing the Legacy", FPA Success Forum (Philadelphia), Partners Financial (Chicago), 2003
• Program Chair, "Passing the Family Business" & "Recent Changes Impacting Closely Held Businesses", State Bar of Georgia ICLE, 2003
• "Planning for the Business Owner (4 Programs)", Synovus Bank, 2003
• "Client Centered Collaboration Panel Discussion", FPA Success Forum (Philadelphia), 2003
• "The Changing Nature of Estate Planning", FPA Success Forum 2 Day Pre-Convention Program (Philadelphia), 2003
• "Fundamental Estate Planning", National Beer Wholesalers Convention (Las Vegas), 2003
• "Fundamental Estate Planning", South Carolina Beer Wholesalers (Charleston), 2003
• "Fundamental Estate Planning", Florida Beer Wholesaler's Convention (Destin), 2003
• "Planning for Divorce", FPA Tape Series, 2003
• "The Changing Nature of Estate Planning", Estate Planning Council of Mississippi (Jackson), 2003
• "The Changing Nature of Estate Planning", Texas Society of CPAs Advanced Estate Planning Conference (Austin), 2003
• "The Changing Nature of Estate Planning", Gwinnett Estate Planning Council, 2003
• "The Changing Nature of Estate Planning", Partners Financial (Chicago), 2003
• "The Changing Nature of Estate Planning", FPA Success Forum Pre-Conference Program (Philadelphia), 2003
• "The Changing Nature of Estate Planning", Cobb Community Foundation, 2003
• "Ethics", Atlanta NAIFA Annual Meeting, 2003
• "Planning When Taxes Don't Drive the Process", Florida FPA (Tampa), 2003
• "Protecting and Preserving Family", FPA Tape Series, 2002
• Program Chair, "Avoiding Mistakes in Buy-Sell Agreements", State Bar of Georgia ICLE, 2002
• "Have We Gotten Estate Planning Wrong All These Years?", WellStar Foundation Annual Seminar, 2002
• "Innovative Planning", 2002
• "Estate Planning After the 2001 Tax Bill", FPA of Georgia Regional Conference, 2002
• "Planning for Business Owners", FPA National Retreat (Houston), 2002
• "The Family Love Letter", 2002
• "Estate Planning Today", Georgia State University MBA Program, 2002
• "Insurance Planning for 2001 and Beyond", Financial Services Corp Annual Meeting, 2001
• "Insurance Planning for 2001 and Beyond", Partners Financial, 2001
• "Insurance Planning for 2001 and Beyond", Hemisphere Group, 2001
• Program Chair, "Recent Changes Affecting Closely Held Businesses", State Bar of Georgia ICLE, 2001
• "2001Tax Update", College for Financial Planning (Orlando &La Jolla), 2001
• "2001Tax Update", Partners Financial (Austin), 2001
• "2001Tax Update", NAIFA Atlanta, 2001
• "Estate Planning After the 2001 Tax Bill", FPA Tape Series, Financial Planning Association Annual Meeting (San Diego), 2001
• "Estate Planning After the 2001 Tax Bill", FPA Virtual Forum, 2001
• "Estate Planning After the 2001 Tax Bill", Enterprise Group of Funds (Saratoga Springs, Toledo), 2001
• "Estate Planning After the 2001 Tax Bill", Wellstar Annual Meeting, 2001
• "Estate Planning After the 2001 Tax Bill", ING Group, 2001
• "What's New in Washington", NAIFA Annual Meeting (Philadelphia), 2001
• "What's New in Washington", Canada Life Annual Meeting, 2001
• "What's New in Washington", Milner Group, 2001
• "Planning to Protect & Preserve Family", Canada Life Annual Meeting, 2001
• "Primer on Estate Planning", Oglethorpe University, 2001
• "Primer on Estate Planning", Morgan Stanley Annual Meeting, (Miami), 2001
• "Business Succession Planning - Thinking Outside the Box", Partners Financial (Austin), 2001
• "Family Incentive Trusts", Central Texas Estate Planning Council (Austin), 2001
• "Family Incentive Trusts", Atlanta Estate Planning Council, 2001
• "Family Incentive Trusts", Wisconsin FPA & CPA Annual Symposium (Milwaukee), 2001
• "Family Incentive Trusts", Louisville Estate Planning Council (Louisville), 2001
• "Family Incentive Trusts", Enterprise Group of Funds (Austin)
• "Family Incentive Trusts", Milner Group (Savannah, Macon, Columbus, Augusta), 2001
• "Innovative Planning Ideas", Financial Services Corp; Enterprise Group of Funds, 2001
• "Planning for the Affluent" and "Planning for the 21PstP Century", Partners Financial Annual Meeting (Chicago), 2000
• "Family Incentive Trusts", Estate Planning Council of Mississippi (Jackson), 2000
• "Family Incentive Trusts", Children's Hospital of San Diego (San Diego), 2000
• "Family Incentive Trusts", Financial Network Investment Corp. Annual Meeting, (San Diego), 2000
• "Family Incentive Trusts", Tri-State FPA Annual Meeting (Philadelphia), 2000
• "Family Incentive Trusts", Wealth Solutions Management Seminar (San Jose), 2000
• "Asset Protection Planning", University of Florida Law School, Graduate Tax Program (Gainesville), 2000
• "Unique Marketing Approaches", NAILBA (Washington), 2000
• "Unique Marketing Approaches", Financial Services Corporation, 2000
• "Business Succession Planning", Atlanta Life Underwriters Education Expo, 2000
• Program Chair, "Planning for the Transfer of a Closely Held Business", State Bar of Georgia, 2000
• "Planning in the 21PstP Century", Canada Life National Meeting, 2000
• "20 Innovative Planning Ideas", Canada Life National Meeting, 2000
• "Planning for the Affluent Client", National Underwriter, AALU Annual Meeting (Washington), 2000
• "Mid-Year Tax Planning Update", NAIFA Annual Meeting (Dallas), 2000
• "Business Continuation Planning" and "Business Succession Planning", FPA Annual Retreat, (Phoenix), 2000
• "Family Incentive Trusts", National Underwriter, (Cincinnati), 1999
• "Family Incentive Trusts", First Financial Resources Annual Meeting, 1999
• "Family Incentive Trusts", First Financial Resources Annual Meeting, 1999
• "Family Incentive Trusts", CUNA Mutual Group Annual Meeting, 1999
• "Family Incentive Trusts", North Carolina SFSP Annual Meeting (Charlotte), 1999
• "Family Incentive Trusts", Mid-South ChFC Annual Meeting (Memphis), 1999
• "Family Incentive Trusts", InSouth Insurance, 1999
• "Family Incentive Trusts", Financial Services Corp. Annual Meeting, 1999
• "Family Incentive Trusts", Atlanta Life Underwriters Education Expo, 1998
• "Family Incentive Trusts", International Association for Financial Planning, National Convention, 1998
• "Family Incentive Trusts", Atlanta ChFC Chapter, 1998
• "Family Incentive Trusts", Ascensus Insurance Services
• "Family Incentive Trusts", Gwinnett Estate Planning Council, 1998
• "Family Incentive Trusts", Family Wealth Counselors Convention (Chicago), 1998
• "Family Incentive Trusts", Society for Senior Risk Managers (Charleston), 1998
• "Planning for the New Millennium", College for Financial Planning, National Conference (Denver), 1999
• "Planning for the New Millennium", North Carolina SFSP Annual Meeting (Charlotte), 1999
• "Fundamental Estate Planning", Atlanta Journal/Constitution Money & More Annual Program, 1999
• Program Chair, "Business Succession Planning", State Bar of Georgia, 1999
• "Planning for the Elderly", The Society of Senior Risk Managers (Dallas), 1999
• "Creative Planning Ideas", Mid-South ChFC Annual Meeting (Memphis), 1999
• "Creative Planning Ideas", Enterprise Group of Funds, 1999
• "Creative Planning Ideas", CLU Seminar (Charlotte), 1999
• "Creative Planning Ideas", Financial Services Corp. Annual Meeting, 1999
• "Innovative Planning for the Elderly", The Society of Senior Risk Managers (Charleston), 1999
• "What's New in Washington -1999", Milner Group; Atlanta Life Underwriters Expo., 1999
• "Basic Planning for the Elderly", The Society of Senior Risk Managers (Charleston), 1998
• "A Debate on Charitable Reverse Split-Dollar Insurance", Atlanta Life Underwriters, 1998
• "The 1997 Tax Act", IAFP, National Convention (Salt Lake City), 1998
• Program Chair, "Professionalism in Representing the Small Business Owner", State Bar of Georgia, 1998
• "Planning from Different Perspectives", Atlanta Life Underwriters Education Expo, 1998
• "What's New in Washington - 1998", The Milner Group; Atlanta Life Underwriters Expo; Braden Financial, 1998
• "Estate Planning", U.S. - Philippine Chamber of Commerce Annual Convention, 1998
• "Using Trusts", Elder Law Council, National Business Institute, 1997
• "What's New in Washington - 1997", IAFP, National Convention, 1997
• "Post-Creation Matters", State Bar of Georgia ICLE, 1992
• "Post-Creation Matters", State Bar of Georgia ICLE, 1996
• "Post-Creation Matters", State Bar of Georgia ICLE, 1997
• "Planning with the New Tax Law", Subcenter National Meeting, 1996
• "Limited Liability Companies", National Business Institute, 1995
• "Valuation Issues in an Estate" and "Pre-Mortem Tax Planning", National Business Institute, 1994
• "Using Limited Liability Companies", 1994
• "Tax Planning for Insurance Agents", 1993
• "Estate Planning for Retirement Plans", 1993
• "Family Limited Partnerships", The Milner Group, 1993
• "Use of Trusts - a Few Examples", First Union National Bank, 1993
• "Trusts in Estate Planning", The DeKalb County Estate Planning Council, 1993
• "Use of Trusts in Georgia", National Business Institute, 1993
• "Pre-Mortem Planning" and "Post-Mortem Planning", National Business Institute, 1992
• "Independent Contractors", 1991 REMAX of Georgia Broker/Owner Retreat, 1991
• "Business and Tax Planning for a Professional" and "Working with Attorneys", Southern Council of Optometrists, 1991
• "Basic Business Organizations - Operations", DeKalb/Decatur Bar Association, 1991
• "Unusual Aspects of Estate Administration in Georgia", National Business Institute, 1991
• "Tax Considerations in Estate Administration", National Business Institute, 1991
• "Practical Estate Planning", American General Life Insurance, Georgia Conference, 1991
• "Wills, the Essentials" and "Trusts for the Aged and Incapacitated", 1990
• "Unique Planning Ideas", North Carolina Society of CPAs, 1990
• "Long Term Health Care Planning for the Elderly", 1990
• "Tax Planning for Estates in Georgia", National Business Institute, 1990
• "Estate Administration in Georgia", National Business Institute, 1990
• "Planning for the Elderly and Terminally Ill", 1989
• "Post Mortem Elections by Fiduciaries", Beyond the Basics, 1989
• "Current Issues and Recent Development in Estate Planning", 1987
• Adjunct Professor, Tax Law, University of Florida School of Accounting, 1978 - 1979

Honors and Awards

• Georgia Super Lawyer, 2009
• Martindale Hubbell Attorneys' Rating: "AV" (Highest Rating Possible)
• Nationally Accredited Estate Planner (AEP Designation), National Association of Estate Planners and Councils
• Fidelity Attorney Advisor Network
• Website Recommended (for Estate Planning) by AICPA Journal of Accountancy, 2001
• Certified Financial Planning Board of Examiners Best Planning Article Award, 2000

Professional Associations and Memberships

• Financial Planning Association
  
  
• Buckhead Study Group
  
  
• Georgia Planned Giving Council
  
  
• Florida Bar
  
  
• American Tax Token Society
  
  
• Certified Public Accountant, 1981 - 1987
  
  
• Estate Planning Council of North Georgia
  
  
• American Revenues Society
  
  
• Atlanta Estate Planning Council
  
  
• NAEPC
  
  
• State Revenues Society
  
  
• Commerce Clearing House's Practical Estate Planning Magazine, 2004 - 2009
  Co-Editor
  
  
• Capital Trust Company Attorney Advisory Committee (Delaware), 2004 - 2006
  Member
  
  
• State Bar of Georgia, Tax Section, 2002 - 2003
  Editorial Board
  
  
• Estate Planning Council of North Georgia, 2000 - 2006
  Board of Directors
  
  
• Estate Planning Council of North Georgia, 2001
  Vice President
  
  
• Estate Planning Council of North Georgia, 2002 - 2005
  President
  
  
• Georgia ICLE Annual Program on Representing Closely Held Businesses, 1997 - 2003
  Program Chairman
  
  
• National Association of Estate Planners and Councils 2004 National Convention
  Chairman
  
  
• State Bar of Georgia, 2002 - 2005
  Member, Total Return Trust Legislation Committee
  
  
• Advisor Today Magazine, 1998 - Present
  Estate Planning Columnist
  
  

Past Employment Positions

• Glass, McCullough, Sherrill & Harrold, Tax Partner, 1993 - 1995
• Thornton W. Morris & Co., P.C., Atlanta, Georgia, Attorney, 1981 - 1989
• Arthur Andersen & Company, Atlanta, Georgia, Certified Public Accountant, Nationwide Estate Planning Group, 1979 - 1981

Pro Bono Activities

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

Birth Information

• January 7, 1952, Tullahoma, Tennessee, United States of America