The Top 15 Estate and Tax Planning Traps and How to Avoid Them

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Presenter: John (Jeff) Scroggin

Jeff Scroggin draws on his 36 years as a CPA and Tax Attorney to highlight the top planning mistakes that advisors make in planning for their clients. He will describe how to identify the mistakes, how to avoid them. The program is designed to be both practical and solutions oriented, with multiple examples provided to participants.

Learning Objectives

By the end of the session, attendees will:

  • Understanding the Importance of Income Tax Planning for Estates and Trusts
  • Understanding the Basic Planning Documents that every Estate should have
  • Understanding How Advisors can help their Clients Properly Plan for their Estates
John (Jeff) Scroggin

John (Jeff) Scroggin
Partner, Scroggin & Company, P.C.
John (Jeff) Scroggin has practiced as a business, tax and estate planning attorney (and formerly as a CPA) in Atlanta for 36 years. He holds the following degrees from the University of Florida: B.S.B.A. (accounting), Juris Doctorate and Masters of Law (tax). Jeff serves as a member of the Board of Trustees of the University of Florida College of Law. Jeff serves as a Founding Board member of the University of Florida College of Law Tax Institute. He was a CPA with Arthur Andersen’s nationwide estate planning group. He is a Nationally Accredited Estate Planner, is rated “AV” by Martindale Hubbell (since 1990) and has been named in Atlanta magazine as a Georgia “Super-Lawyer” (2009, 2010, 2011, 2012, 2013, 2014 and 2015). Jeff served on the Board of Directors of the National Association of Estate Planners and Councils (“NAEPC”) from 2002 to 2010 and was Founding Editor of the NAEPC Journal of Estate and Tax Planning from 2006-2011. He was Co-Editor of CCH’s Practical Estate Planning from 2004 to 2006. Jeff is the author of over 250 published articles, white papers and books. He practices out of an 1883 building in the historic district of Roswell. The building contains one of the largest collections of tax memorabilia in the country.

Jeff has been quoted extensively on tax, business and estate planning issues, including 7 times in the Wall Street Journal, on CNN Headline News, MSN Lifestyle, National Public Radio Marketplace Radio, National Public Radio Talk of the Town, Fortune, Forbes, Kiplinger’s, Money, Smart Money, Wall Street, The Practical Accountant, ABA Probate & Property, National Underwriter, Bloomberg Wealth Management, Financial Planning, the New York Times, New York Times International Herald Tribune, the Chicago Tribune, The South China Post, The LA Times, the Atlanta Journal-Constitution, Newsday, and the Miami Herald.