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John J. Scroggin

John J. Scroggin

Free Consultation
Top Rated Family Law Attorney in Roswell, GA
Mediation, Business Law, Probate
647 Mimosa Boulevard, Roswell, GA 30075

    About John J. Scroggin

    Practice Areas
    • Mediation
    • Business Law
    • Probate
    Education
    • University of Florida College of Law, Gainesville, Florida, 1977
      J.D.
    • University of Florida, 1974
      B.S.B.A.
      • Major: Accounting
    • University of Florida, 1979
      Master of Laws in Taxation
    Classes and Seminars
    • “Creative Estate Planning,” National Association of Estate Planners and Councils Annual Conference (Phoenix) November 2016
    • “Why Heirs should fear a Parent’s new Marriage more than the Tax Collector,” FPA National Convention (Baltimore), September 2016
    • “Learning from the Estate Planning of Deceased Celebrities.” FPA National Convention (Baltimore), September 2016
    • “Estate Planning Update,” DeKalb Estate Planning Council, August 2016
    • “Unexpected Tax Basis Traps and Opportunities,” University of Florida College of Law Tax Institute (Tampa), April 2016
    • "A Potpourri of Tax Planning Ideas and Traps," Northwestern Mutual Insurance (Amelia Island) November 2015
    • “Tax and Estate Planning Issues in Divorce,” Orlando Estate Planning Council (Orlando), November 2015
    • “Informative Ways to Reduce Chaos, Conflict and Confusion in Estates,” Georgia Society of CPAs, October 2015
    • “Tax Basis Planning: Opportunities and Traps,” Florida Bar Tax Section Fall Meeting (Orlando), October 2015
    • “Tax, Estate Planning and Practical Issues in Divorce and Remarriage” American Institute on Federal Taxation (Birmingham) June 2015
    • “Planning for the Average Client,” FPA Regional Conference, May 2015
    • “Estate Planning,” Georgia Forestry Association (McRae), May 2015
    • “A Potpourri of Tax Planning Ideas and Strategies,” Memphis Community Foundation (Memphis), May 2015
    • "A Potpourri of Tax Planning Ideas and Strategies," with Lauren Detzel, University of Florida College of Law Tax Institute (Tampa), April 2015
    • ”A few Tax and Estate Planning Traps and Opportunities you may Never have Heard About” Tampa Estate Planning Council (Tampa), April 2015
    • “Changing Demographics are Changing how we do Estate Planning,” FPA Retreat 2015 (Chateau Elan) April 2015
    • "Tax Basis Planning," National Association of Estate Planners and Councils Webinar, March 2015
    • "The Top 15 Traps in Estate Planning," Minneapolis Financial Planning Association Annual Meeting (Minneapolis), February 2015
    • “Why Income Tax Planning Trumps Federal Estate Tax Planning,” North Georgia Estate Planning Council, January 2015
    • "The Future of Estate Planning," EBA Estate and Business Planning Institute (Evansville, IN), November 2014
    • "Why Income Tax Planning Trumps Federal Estate Tax Planning," Washington State Bar Association Annual Conference (Seattle), October 2014
    • "Tax Basis Planning," Palm Beach Tax Institute (Palm Beach), September 2014
    • "Estate and Income Planning Opportunities and Traps you probably never Knew About," FPA National Convention (Seattle), September 2014
    • "Rethinking Strategies in Light of the Larger Exemption," Georgia Federal Tax Conference, June 2014
    • "Advising Clients about Tax and Estate Planning After 2013," FPA Retreat 2014 (Miami), May 2014
    • "Tax Basis Planning," Interactive Legal Webinar, April 2014
    • "Special Needs Trusts," New York Life, March 2014
    • "Tax Basis Planning," University of Florida College of Law Tax Institute (Tampa), February 2014
    • "Tax Planning Jeopardy," Guardian Life (Newport, RI), September 2013
    • "The Future of Estate Planning, Chattanooga Estate Planning Council (Chattanooga), September 2013
    • "The Future of Estate Planning," Atlanta Bar Association, September 2013
    • "Estate Planning Traps and Tips after 2013," Memphis Inter-Faith Association (Memphis), September 2013
    • "Estate and Tax Planning Update," Southeastern Accounting Show, August 2013
    • “Planning Jeopardy,” Georgia Federal Tax Conference, June 2013
    • “Tax Jeopardy,” Guardian Life National Meeting (Chicago), June 2013
    • "Planning for the Future of Estate Planning," with Marty Shenkman on Webinar, May 2013
    • “Tax Planning Traps and Tips after 2012,” State Bar of Georgia ICLE, April 2013
    • “Recent Tax &Estate Planning Developments," North Georgia Estate Planning Council, March 2013
    • “The Future of Estate Planning,” University of Florida Law School (Gainesville), February 2013
    • “The Realities of Family Business Succession,” Guardian Life BRC Program (Tampa), February 2013
    • “The Family Love Letter,” Cincinnati Young Presidents Club, (Cincinnati), December 2012
    • “State of the Estate and Gift Tax,“ Georgia Society of CPAs Tax Forum (Savannah & Atlanta), November 2012
    • “Gift Planning 2012,” Georgia Society of CPAs Tax Forum (Savannah & Atlanta), November 2012
    • “Basis Planning in 2012,” Chattanooga Estate Planning Council (Chattanooga), October 2012
    • “7 Realties of Family Business Succession,” Guardian Life Annual Meeting (Philadelphia), September 2012
    • “Planning in 2012,” DeKalb Estate Planning Council, September 2012
    • “Estate Planning and Tax Update,” Georgia Society of CPAs Annual Estate Planning Conference (Reynolds Plantation). August 2012
    • “Planning in 2012,” Wells Fargo Investment Advisors, August 2012
    • “The Family Love Letter,” (New York City), June 2012
    • “Business Succession Planning in 2012,” (New York City), June 2012
    • “Creative Planning with the $5M Gift Exemption,” Georgia Federal Tax Conference, June 2012
    • “Estate Planning Update,” FPA Regional Conference (Atlanta), May 2012
    • “Building a Tax, Business and Estate Planning Practice,” University of Florida Levin College of Law LL.M.(tax) Program (Gainesville) March 2012
    • “Creative Planning in 2012,” The Dallas Foundation Annual Meeting, (Dallas) January 2012
    • “The Impact of a Return to 2011 on Estate Planning,” Linked FA Annual Meeting (Orlando), November 2011
    • “Planning to the End of 2012,” Investacorp Annual Estate Planning Conference, October 2011
    • “The Future of Estate Planning,” Financial Planning Association Annual Meeting (San Diego), September 2011
    • “Estate Planning Traps and Opportunities 2011-2012,” Georgia Forestry Association Quarterly Meeting (Forsyth), September 2011
    • “Upgrading your Basic Planning: A Few Creative Planning Ideas and Traps for the Unwary” Georgia Society of CPAs Annual Estate Planning Conference (Reynolds Plantation). July 2011
    • “Estate Planning Opportunities and Traps, 2011-2012,” Georgia Society of CPAs, State-Wide Webinar, May 2011
    • “Traps, Trends and Opportunities in Estate and Tax Planning after 2010,” Investacorp Annual National Conference (Tucson), May 2011
    • “20 Insurance Planning Opportunities,” LPL Annual Meeting, (Palm Beach), May 2011
    • “Traps, Trends and Opportunities in Estate and Tax Planning after 2010,” Wisconsin FPA Annual Meeting (Milwaukee), March 2011
    • “Business Exit Planning,” Georgian Bank, February 2011
    • “Creative Planning Ideas,” Top Producer’s Conference for Investacorp (Orlando), February 2011
    • “Creative Planning after 2010,” 2011 Estate Planning Conference for Kovack Securities (Fort Lauderdale), February 2011
    • “Investments and Creative Trust Planning,” Investacorp Annual National Conference (Miami) November 2010
    • “Planning in Chaos,” Columbus Ohio Community Foundation Annual Meeting (Columbus), October 2010
    • “Planning in 2010 and for 2011,” Society of Financial Services Professionals Podcasts on Planning in 2010 (three parts), September 2010
    • “Planning for the Rest of 2010,” 25th Annual Society of Financial Services Professionals Southeastern Symposium, September 2010
    • “Using LLCs and LLLPs” Georgia Forestry Association, (Dublin, Georgia) September 2010
    • “Planning in Confusion,” Gulf States FPA Annual Meeting (Biloxi), August 2010
    • “Planning for the Rest of 2010,” Georgia Society of CPAs Annual Estate Planning Meeting (Reynolds Plantation), July 2010
    • “Tax and Estate Planning for the Next Decade,” Georgia Forestry Association Annual Meeting (Amelia Island), July 2010, (Dublin) September 2010
    • “Planning in 2010 and After,” DeKalb Estate Planning Council, May 2010
    • “Multi-State Estate Planning – Issues and Opportunities,” Philadelphia Estate Planning Council, (Philadelphia) May 2010
    • “Estate Planning in Chaos.” Schwab National Webinar, April 2010
    • “Tax Trends, Traps and Opportunities,” Georgia FPA Regional Meeting, March 2010
    • “Perspectives on Estate Planning,” University of Florida Law School LL.M., (Gainesville), March 2010
    • “Planning in Chaos,” Wells Fargo Wealth Advisors, The Dempsey Group, The Milner Group, February 2010
    • “Seven Trends in Estate Planning,” International Forum (Orlando), January 2010
    • “Trends, Traps and Opportunities,” Estate Planning Council of North Georgia, January 2010
    • “The Seven Inevitables in Family Businesses and How to Eradicate Them,” SFSP Arizona Institute (Phoenix) January 2010
    • “Trends in Estate Planning,” Gerber & Co. (Los Angeles), December 2009
    • “Tax & Estate Planning Issues in Divorce,” American Academy of Matrimonial Lawyers Annual Family Law Seminar (Atlanta), December 2009
    • “The Future of Estate Planning.” University of Florida Law School, (Gainesville) November 2009
    • “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
    • “Exiting the Family Business without Losing your Family or your Retirement,” National Beer Wholesalers Association (Las Vegas) September 2009
    • “Update on Estate Planning,” Capstone (Reynolds Plantation), September 2009
    • “Planning in a Down Economy,” Financial Planning Association Virtual Learning Center, August 2009
    • “Trends in Estate Planning,” Bank of America/Merrill Lynch Wealth Advisors National Conference, July 2009
    • “Planning in Chaos,” Insurance and Financial Leaders of the Southeast (Hilton Head) May 2009
    • “Planning in the Midst of Chaos,” Estate Planning Council of North Georgia, March 2009
    • “Creative Planning,” North Georgia Estate Planning Council (Gainesville), February 2009
    • “Planning for Baby Boomers,” Memphis Estate Planning Council (Memphis), February 2009
    • “Planning for Baby Boomers,” Charlotte Estate Planning Council (Charlotte) January 2009
    • “Influencing the Legacy,” Southwest Florida Estate Planning Council Distinguished Speaker Series (Sarasota) January 2009
    • “The Family Love Letter and Leaving a Legacy,” Sarasota Community Foundation (Sarasota) January 2009
    • “Avoiding the Inevitable Problems in a Family Business,” International Forum (Los Angles) January 2009
    • “The 7 Inevitables in Family Businesses and How to Eradicate Them,” MetLife (Los Angles, Philadelphia, Chicago), January & February 2009
    • “Planning for Business Transfers 2008-2011,” Guardian Life, December 2008
    • “Planning for Baby Boomers,” MetLife Mystery Tour for Top Producers (New York City) October 2008
    • “Planning and the 2008 Election,” Ameriprise Top Producers Program (Hartford), October 2008
    • “Essentials of any Estate Plan,” Schwab Atlanta, October 2008
    • “Planning after the Election,” Financial Planning Association National Convention (Boston), October 2008
    • “Planning after the Election,” National Beer Wholesalers Association Annual Convention (San Francisco), September 2008
    • “Seven Trends Impacting Estate Planning,” Schwab National Impact Meeting (Atlanta), September 2008
    • “Planning after the Election,” Northwest Florida Estate Planning Council (Pensacola) September 2008
    • “Business Succession,” NAIFA Atlanta, August 2008
    • “Estate Planning Concepts,” Houston Financial Planning Association Annual Meeting (Houston) August 2008
    • “What Every Estate Plan Should Include,” Schwab Trust Services (Reynolds Plantation, Palm Springs, San Francisco) May 2008
    • “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
    • “Estate Planning” Georgia Financial Planning Association Annual Meeting, February 2008
    • “Estate Planning in Uncertain Times,” San Diego Financial Planning Association, (San Diego) February 2008
    • “Estate Planning using Revocable Trusts,” Northern Arkansas Estate Planning Council (Fayetteville) February 2008
    • “Unexpected Uses of Life Insurance in Estate Planning,” MetLife Insurance (San Diego, Chicago, Boston), January 2008
    • “Estate and Tax Planning from 2007-2011 – Confusion Reins,” Gulf States FPA Annual Meeting (Mobile), November 2007
    • “Avoiding 12 Common Estate Planning Mistakes,” National Beer Wholesalers Association Annual Convention (Las Vegas), September 2007
    • “Planning in the Confusion of 2011,” Colorado Springs FPA Annual Meeting (Colorado Springs) September 2007
    • “Multi-Generational Estate Planning,” International Association of Financial Planning National Convention (Seattle), September 2007
    • “Creative Estate Planning,” All Day Pre-Conference Program, FPA National Convention (Seattle), September 2007
    • “Estate Planning for Resident Aliens,” FPA Virtual Learning Center, August 2007
    • “Estate Planning from 2007-2011,” Atlanta Pension Group, August 2007
    • “The Seven Inevitable Problems in a Family Business,” Georgia Forestry Association (Savannah) July 2007
    • “Planning in the Confusion of 2007-2011,” Georgia Society of CPAs Annual Estate Planning Meeting (Callaway) July 2007
    • “Estate and Insurance Planning: Opportunities When Estate Taxes Don’t Matter,” Million Dollar Round Table (Denver) June 2007
    • “Planning from 2007-2011,” Wisconsin FPA Annual Meeting, (Milwaukee) June 2007
    • “Does Income Tax Planning Trump Estate Tax Avoidance?” Northern Arkansas Estate Planning Council (Fayetteville) May 2007
    • “Six Trends Impacting Estate Planning,” Georgia Society of CPAs, May 2007
    • “Estate Planning in the Changing Legal, Demographic and Tax Environment,” Martin County Estate Planning Council (Stuart, FL) May 2007
    • “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 Income Tax Planning Trump Estate Tax Avoidance?” St Louis Estate Planning Council (St. Louis) April 2007
    • “Planning for the Sale or Purchase of a Business,” FPA Virtual Learning Center, March 2007
    • “Does Income Tax Planning Trump Estate Tax Avoidance?” BDO Accounting Firm Southeast Annual Meeting, January 2007
    • “The Future of Estate Planning,” Naples Estate Planning Council, (Naples, FL), January 2007
    • “Does Income Tax Planning Trump Estate Tax Avoidance?” Philadelphia Estate Planning Council (Philadelphia), January 2007
    • “Reviewing Estate Planning Documents – a Practical Approach,” Best of the Year FPA VLC Program, December 2006
    • “Innovative Planning Ideas,” Chattanooga Estate Planning Council (Chattanooga) November 2006
    • “Does Income Tax Planning Trump Estate Tax Avoidance?” Atlanta Estate Planning Council, November 2006
    • “The Future of Estate Planning (3 hours),” Salt Lake City Estate Planning Council (Salt Lake), November 2006
    • “Reviewing Estate Planning Documents – a Practical Approach,” FPA National Convention (Nashville), October 2006. – top rated presentation
    • “Estate Planning War Stories,” The Milner Group, October 2006; December 2006
    • “The Future of Estate Planning,” AXA Planning Conference (Philadelphia), September 2006
    • “The Seven Inevitable Problems in a Family Business,” National Beer Wholesalers Association National Convention (Orlando), September 2006
    • “Thirty Innovative Planning Ideas,” Central Ohio FPA (Columbus) August 2006
    • “Innovative Planning Ideas,” AXA Estate Planning Conference (Wisconsin), August 2006
    • “Influencing the Legacy,” AXA Estate Planning Conference, July 2006
    • “Does Income Tax Planning Trump Estate Tax Avoidance?” Georgia Tax Conference, June 2006
    • “The Future of Estate Planning,” Red River Estate Planning Council (Fargo) April 2006; AXA Planning Conference, May 2006
    • “Innovative Planning Ideas,” North Alabama Estate Planning Council (Birmingham) March 2006
    • “Family Business Succession,” The Milner Group, March 2006
    • “Does Income Tax Planning Trump Estate Tax Avoidance?,” State Bar of Georgia Estate Planning Institute (Athens) February 2006
    • “The Future of Estate Planning,” Georgia Financial Planning Association Annual Meeting, February 2006
    • “Innovative Insurance Planning Ideas,” The Milner Group, January 2006
    • “Innovative Planning Ideas,” Denver Financial Planning Association (Denver) November 2005
    • “Innovative Planning Ideas,” Fort Worth Society of Financial Services Professionals (Fort Worth), November 2005
    • “Planning when the Estate Tax Does Not Matter,” College for Financial Planning Fall Tape Series, November 2005
    • “The Changing Nature of Estate Planning,” Detroit Estate Planning Council Half Day Program (Detroit) November 2005
    • “A Humorous Review of Taxes,” Detroit Estate Planning Council (Detroit) November 2005
    • “Planning for the Aftermath of Hurricane Katrina,” FPA Virtual Forum, November 2005 (2 Sessions)
    • “Avoiding Common Mistakes in Creating, Operating and Transferring a Business,” Society of Financial Services Professionals National Convention (Phoenix) October 2005
    • “Non-Tax Issues in Estate Planning,” Atlanta Bar Association, Estate Planning Section, October 2005
    • “Planning for the Aftermath of Hurricane Katrina,” FPA Virtual Forum, October 2005
    • “The Changing Nature of Estate Planning and its Impact on Charities,” Georgia Planned Giving Council, September 2005
    • “Transferring your Business without Losing Your Shirt and Your Family,” NBWA Annual Convention (Las Vegas) September 2005
    • “Hot Topics in Estate Planning,” Financial Planning Association National Convention (San Diego), September, 2005
    • “Minimizing Conflicts in Estate Planning: Insurance and Other Solutions” Financial Planning Association National Convention ½ Day Pre- Conference (San Diego), September, 2005
    • “Does Income Tax Planning Trump Federal Estate Tax Avoidance?” Estate Planning Council of Winston Salem (Winston Salem) September 2005; 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
    • “How Legislative Changes are Changing Estate Planning,” Atlanta NAIFA Annual Meeting, July 2005
    • “Innovative Planning Ideas,” Phoenix Financial Planning Association (Phoenix) May 2005
    • “Medical Decision Making in Georgia,” Atlanta. May 2005
    • “The Family Love Letter,” Enterprise Group of Funds, May 2005; Morgan Stanley, June 2005; Enterprise, June 2005
    • “Estate Planning is not Dying, It’s Just Evolving,” Society of Financial Services Professionals Conference (Fort Worth) May 2005
    • “Avoiding Common Mistakes in Estate Planning,” Financial Planning Association Virtual Forum, April 2005
    • “How to Transfer Your Business Without Losing Your Shirt and Your Family,” Society of Financial Services Professionals Arizona Institute (Tucson) January 2005
    • “The Family Love Letter,” Morgan Stanley, November 2004; (Colorado Springs) November 2004; (Dallas) August 2004
    • “Estate Defective Trusts,” Wilmington Delaware Estate Planning Council (Wilmington), November 2004; Dekalb Estate Planning Council
    • “Influencing the Legacy,” National Association of Estate Planners & Councils Convention, October, 2004
    • “Does Income Tax Planning Trump Estate Tax Planning?” National Association of Estate Planners & Councils Convention, October, 2004
    • “Planning with Trusts,” Wilmington Trust (September 2004)
    • “Avoiding Common Businesses Mistakes,” Financial Planning Association National Convention (Denver), September, 2004
    • “The Creative Use of Trusts,” Financial Planning Association National Convention, Pre-Convention Program (Denver), Sept. 2004
    • “Avoiding Common Mistakes in Estate Planning,” (Dallas), August 2004
    • “Technology and Estate Planning,” Estate Planning Council of North Georgia, April 2004
    • “Why Every Client Should Plan for Incapacity,” Financial Planning Association Virtual Forum, March 2004
    • “Ethics,” Women in Financial Services, February 2004
    • “Influencing the Legacy,” FPA Success Forum (Philadelphia), November 2003; Partners Financial (Chicago), September, 2003
    • “Passing the Family Business,” & “Recent Changes Impacting Closely Held Businesses,” State Bar of Georgia ICLE (Program Chair), October 2003
    • “Planning for the Business Owner (4 Programs),” Synovus Bank, October and November 2003
    • “Client Centered Collaboration Panel Discussion,” FPA Success Forum (Philadelphia), November, 2003
    • “The Changing Nature of Estate Planning,” FPA Success Forum 2 Day Pre-Convention Program (Philadelphia) November, 2003
    • “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
    • “Planning for Divorce,” FPA Tape Series, Summer 2003
    • “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
    • “Ethics,” Atlanta NAIFA Annual Meeting, July 2003
    • “Planning When Taxes Don’t Drive the Process,” Florida FPA (Tampa) June 2003
    • “Protecting and Preserving Family,” FPA Tape Series, Fall 2002
    • “Avoiding Mistakes in Buy-Sell Agreements,” State Bar of Georgia ICLE (Program Chair), December 2002
    • “Have We Gotten Estate Planning Wrong All These Years?” WellStar Foundation Annual Seminar, September 2002
    • “Innovative Planning,” (Naples) Florida FPA, June 2002, (Des Moines) July 2002, (Salt Lake), August 2002
    • “Estate Planning After the 2001 Tax Bill,” FPA of Georgia Regional Conference, May 2002
    • “Planning for Business Owners,” FPA National Retreat (Houston), April 2002
    • “The Family Love Letter,” (Reynold’s Plantation), April 2002; (San Diego) June 2002
    • “Estate Planning Today,” Georgia State University MBA Program, March 2002
    • “Insurance Planning for 2001 and Beyond,” Financial Services Corp Annual Meeting, October, 2001; Partners Financial (Chicago), September 2001; Hemisphere Group (Washington), October 2001
    • “Recent Changes Affecting Closely Held Businesses,” State Bar of Georgia ICLE (Program Chair), September 2001. • “2001Tax Update,” College for Financial Planning (Orlando &La Jolla) June & October 2001, Partners Financial (Austin) 2001; NAIFA Atlanta, August 2001
    • “Estate Planning After the 2001 Tax Bill,” Fall, 2001 FPA Tape Series, Financial Planning Association Annual Meeting (San Diego), September, 2001; FPA Virtual Forum, November 2001; Enterprise Group of Funds (Saratoga Springs, Toledo), 2001; Wellstar Annual Meeting, September, 2001; ING Group, September, 2001
    • “What’s New in Washington,” NAIFA Annual Meeting (Philadelphia), April 2001; Canada Life Annual Meeting, May 2001; Milner Group, Summer 2001
    • “Planning to Protect & Preserve Family,” Canada Life Annual Meeting, May 2001
    • “Primer on Estate Planning,” Oglethorpe University, February 2001; Morgan Stanley Annual Meeting, (Miami) May 2001
    • “Business Succession Planning - Thinking Outside the Box,” Partners Financial (Austin), January 2001
    • “Family Incentive Trusts,” Central Texas Estate Planning Council (Austin), January 2001; Atlanta Estate Planning Council, May 2001; Wisconsin FPA & CPA 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
    • “Innovative Planning Ideas,” Financial Services Corp; Enterprise Group of Funds, 2001
    • “Planning for the Affluent,” and “Planning for the 21st Century,” Partners Financial Annual Meeting (Chicago), September 2000
    • “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
    • “Asset Protection Planning,” University of Florida Law School, Graduate Tax Program (Gainesville), June 2000
    • “Unique Marketing Approaches,” NAILBA (Washington), November 2000; Financial Services Corporation, June 2000
    • “Business Succession Planning,” Atlanta Life Underwriters Education Expo, August 2000
    • “Planning for the Transfer of a Closely Held Business,” State Bar of Georgia; (Program Chair) September, 2000
    • “Planning in the 21st Century,” Canada Life National Meeting, May 2000
    • “20 Innovative Planning Ideas,” Canada Life National Meeting, May 2000
    • “Planning for the Affluent Client,” National Underwriter, AALU Annual Meeting (Washington), May 2000
    • “Mid-Year Tax Planning Update,” NAIFA Annual Meeting (Dallas), May 2000
    • “Business Continuation Planning” and “Business Succession Planning” FPA Annual Retreat, (Phoenix) April 2000
    • “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; InSouth 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
    • “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
    • “Business Succession Planning,” State Bar of Georgia; (Program Chair) September 1999
    • “Planning for the Elderly,” The Society of Senior Risk Managers (Dallas), 1999
    • "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
    • “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
    • “Basic Planning for the Elderly,” The Society of Senior Risk Managers (Charleston), 1998.
    • “A Debate on Charitable Reverse Split-Dollar Insurance,” Atlanta Life Underwriters, November 1998
    • “The 1997 Tax Act,” IAFP, National Convention (Salt Lake City), 1998
    • “Professionalism in Representing the Small Business Owner,” State Bar of Georgia; Program Chair, 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
    • “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 (Orlando)
    • "Post-Creation Matters" State Bar of Georgia ICLE, 1992, 1996 & 1997
    • "Planning with the New Tax Law," Subcenter National Meeting, 1996 (Kiwi Island)
    • "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," Atlanta, Georgia, May, June, and October, 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

    Qualifications

    Bar Admissions
    • Supreme Court of Georgia
    • U.S. Tax Court
    • U.S. Court of Appeals 11th Circuit
    Other Affiliations
    • State Bar of Georgia, - 1980
    • Florida Bar, - 1978
    • American Revenues Society
    • State Revenues Society
    • American Tax Token Society
    • Buckhead Study Group
    • Certified Public Accountant, 1981 - 1987
    • NAEPC
    • Estate Planning Council of North Georgia
    • Atlanta Estate Planning Council
    Past Positions
    • Attorney, Scroggin & Company, P.C., Atlanta, Georgia, 1990-93, 1995-present; Tax Partner, Glass, McCullough, Sherrill & Harrold, 1993-95; Tax Attorney, Atlanta, Georgia, 1981-89
    • CPA, Arthur Andersen & Co. (tax), Atlanta, Georgia, 1979-1981; AA&Co.’s Nationwide Estate Planning Team
    • Adjunct Professor - Tax Law, University of Florida School of Accounting, 1978-1979
    • Member, Capital Trust Company Attorney Advisory Committee (Delaware), 2004-2006
    • Fidelity Attorney Advisor Network
    • Website Recommended (for Estate Planning) by AICPA Journal of Accountancy, June 2001
    • Certified Financial Planning Board of Examiners Best Planning Article Award for 2000
    • Editorial Board, State Bar of Georgia, Tax Section, 2002-2003
    • Estate Planning Council of North Georgia Board of Directors (2000-2006); Vice President (2001) & President (2002-2005)
    • Program Chairman, Georgia Bar ICLE Annual Program on Representing Closely Held Businesses, 1997-2003
    • Member of State Bar of Georgia Total Return Trust Legislation Committee, 2002-2005
    • Estate Planning Columnist, Advisor Today Magazine, 1998-2010; Contributing Writer, National Underwriter (1996-2009)
    • Co-Creator of the “Family Incentive Trust”® and Creator of the “Perpetual Estate Plan” ® “Restraint Continuum”® and “Family Love Letter”®
    • Owner of one of the Largest Private Collections of Tax Memorabilia in the US

    Articles

    Published Works
    • 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; Eighth Printing, 2011; Ninth Printing, 2012; Tenth Printing 1013; Copyright and Trademark Licensed to AXA and Neuberger Berman
    • The Use of REITs in the Estate, Family and Business Planning of Beverage Distributors, First Beverage Group, 2006
    • Building an Estate Planning Practice, Oppenheimer Funds, 2010
    • 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
    • “Estate Planning Implications of Remarriage,” Journal of Financial Planning, Winter 2016
    • “Divorce Negotiations from the Perspective of a Tax & Estate Planning Attorney," Merrill Anderson Estate Planning Studies, January 2016
    • “Eliminating Spousal Rights,” Estate Planning Magazine, March 2016
    • “Spousal Rights in Remarriage,” Estate Planning Magazine, February 2016
    • “A Potpourri of Tax and Estate Planning Traps and Opportunities," Merrill Anderson Estate Planning Studies, June 2015
    • “Tax, Estate Planning and Practical Issues in Divorce and Remarriage” LISI Tax Planning Newsletter, July 2015; republished in the NAEPC Journal of Estate and Tax Planning, Winter 2016 at www.NAEPC.org
    • “A Potpourri of Tax and Estate Planning Traps and Opportunities," Co-Authored with Lauren Dentzel, LISI Estate Planning Newsletter, Spring 2015
    • “Tangible Personal Property: The Most Forgotten Part Of An Estate Plan?" Merrill Anderson Estate Planning Studies, April 2015
    • “Tangible Personal Property: The Most Forgotten Part Of An Estate Plan?," Co-Authored with Michael Burns, LISI Estate Planning Newsletter, February 21, 2015; republished in Florida Bar State to State Magazine, Spring 2014/2015
    • "Income Tax Planning for Clients with Shorter Life Expectancies," WG&L/RIA Practical Tax Strategies, May 2014; republished in http://www.wealthstrategiesjournal.com (2014) ; republished in the NAEPC Journal of Estate and Tax Planning, Summer 2014 at www.NAEPC.org; republished in Estate Planning Magazine, November 2014; republished in Florida Bar State to State Magazine, Winter 2014/2015
    • "Tax Basis Planning," Merrill Anderson Estate Planning Studies, April 2014
    • “Tax Basis Planning - the Basics,” Co-Authored with Michael Burns, LISI Estate Planning Newsletter #2194, February 11, 2014; republished in the NAEPC Journal of Estate and Tax Planning, Spring 2014 at www.NAEPC.org; republished in http://www.wealthstrategiesjournal.com (2014)l republished in Florida Bar State to State Magazine, Spring 2015
    • "Understanding Section 1014(e) and Tax Basis Planning," LISI Estate Planning Newsletter #2192, February 6, 2014; republished in the NAEPC Journal of Estate and Tax Planning, Spring 2014 at www.NAEPC.org; republished in http://www.wealthstrategiesjournal.com (2014)
    • “Tax Complexity, History and Humor,” Leimberg Information Services Income Tax Planning Newsletter #42, April 15, 2013; republished in the NAEPC Journal of Estate and Tax Planning, Summer 2013 at www.NAEPC.org; republished in http://www.wealthstrategiesjournal.com (2014)
    • “Where is the Estate Planning Profession Going?” Merrill Anderson Estate Planning Studies, July 2013
    • “Planning for the Terminally Ill in 2012,” RIA-WG&L Tax Watch, Summer 2012 (3 part series); republished RIA Estate Planners Alert, Summer 2012
    • “Where is the Estate Planning Profession Going?” Leimberg Information Services Estate Planning Newsletter #2081, March 25, 2013; republished in the NAEPC Journal of Estate and Tax Planning, Spring 2013 at www.NAEPC.org; republished on the Society of Financial Services Professionals Website; republished in http://www.wealthstrategiesjournal.com/ (2014)
    • “Transfer Tax Planning in 2012,” Georgia Society of CPAs Newsletter, May 2012
    • “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
    • “Eight Realities in Family Business Succession,” Leimberg Information Services Estate Planning Newsletter #1932, March 2012; Republished in the NAEPC Newsletter, March 2012 and as a part of the American College curriculum; republished in http://www.wealthstrategiesjournal.com (2014)
    • “The Future of Estate Planning,” NAEPC Journal of Estate and Tax Planning, March 2011
    • “Gifting in 2010,” (a three part series), Howard Zaritsky’s Estate Planning Update and RIA Tax Watch, July 2010
    • “Should Clients Consider Gifting in 2010?” (with Charlie Douglas), NAEPC Journal of Estate and Tax Planning, Fall 2010
    • “Should Clients Consider Gifting in 2010?” (with Charlie Douglas), Leimberg Information Services Newsletter #1668, July 2010
    • “The Future of the Estate Planning Business,” Leimberg Information Services Newsletter #1657, June 2010
    • “Sample Client Letter on Planning in 2010 and 2011,” NAEPC Journal and Leimberg Information Services Newsletter, February 2010
    • “Taxes are Going Up,” Advisor Today, December 2009
    • “Smaller Exemptions or a Return to 2001? A Contrarian’s View, ” Leimberg Information Services Newsletter #1521, September 2009
    • “Planning for What Happens Next,” NAEPC Journal of Estate and Tax Planning, Editors Column, June 2009
    • “Estate Planning – Its all about the Legacy,” Wall Street Journal website, 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 Representative Newsletter, November 28, 2007; republished in www.wealthmanagement.com
    • “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; Republished in 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; Republished in CCH’s Estate and Financial Planning, April 2007 in Volume 3 republished by The American College, 2008-2010
    • “A Return to 2001- the Impact of the Election,” National Underwriter, November 2006; reprinted in AIG Focus Life Carriers Newsletter 2007
    • “The Return of 2001?” Advisor Today, November 2006; 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, (two parts) 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 Brave New World of Basis Planning,” Trusts and Estates, April 2005; republished in www.wealthmanagement.com
    • “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?” (Two Parts) Advisor Today, January and February 2005; Republished in the Life & Health Section Newsletter of the Society of Financial Services Professionals. Summer 2005
    • “Estate Defective Trusts,” Taxes Magazine, January 2005, republished in 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; Republished in CCH’ s Estate and Financial Planning
    • “Avoiding Gift Problems,” Advisor Today, June 2004
    • “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
    • “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; Republished in 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; Republished in CCH’s Estate and Financial Planning,paragraph32,621 of Volume 3
    • “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
    • “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;Republished in CCH’s Estate and Financial Planning, August, 2003 at paragraph 32,571 of Volume 3
    • “The Jobs and Growth Tax Relief Reconciliation Act of 2003,” National Underwriter, June 2003; Reprinted NBWA, Summer 2003
    • “Planning & Divorce,” (3 parts) Advisor Today, February, May, & July 2003
    • “Avoiding Mistakes in Buy-Sell Agreements,” ABA Practical Lawyer, June 2003; Republished in the American Bar Association, Practice Checklist Manual on Advising Business Clients, III; Republished in AICPA Selected Readings - Management of a Practice
    • “Protecting and Preserving the Family - the True Goal of Estate Planning (2 parts),” Broker World, March & April 2003
    • “Restraining an Inheritance can Accomplish a Client’s Objectives,” WG&L Estate Planning Magazine, March 2003
    • “Planning for Divorce (2 parts),” WG&L Practical Tax Strategies, December 2002 and January 2003
    • “The Family Love Letter,” CCH Practical Estate Planning, December 2002/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 (2 parts),” ABA Real Property, Probate and Trust Journal, Spring and Summer, 2002; 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,” (3 parts) Brokers World, March-May 2002
    • “Some Interesting Aberrations in the 2001 Tax Bill,” Advisor Today, January 2002; Georgia Planned Giving Council Newsletter
    • “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 (2 parts), 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; 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 (3 parts), 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; Bank Investment Marketing, February 1999
    • “A Time for Review,” Broker World, October 1998; 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 (two parts), December, 1997, 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 (two parts)(," 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, Dec. 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? Taxes Magazine, August, 1989 (with Rob Petmecky)
    • "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 (two parts)", 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

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