Mr. John J. Scroggin | Attorney

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