John J. “Jeff” Scroggin has been married for 37 years to Lynn Geiger Scroggin and has three children. His oldest son is a professional blacksmith, his daughter works as a charitable event planner & fundraiser and his youngest son is an Iraq war veteran. Jeff has practiced as a CPA and then as a business, tax and estate planning attorney for over 40 years. He is co-creator of the “Family Incentive Trust” and creator of the “The Family Love Letter” which has had over a million copies printed. Jeff practices out of an 1883 house in the historic district of Roswell, Georgia. The building contains one of the largest collections of tax memorabilia in the US. The tax collection was featured in a front page article in the Wall Street Journal on April 15, 2015.
Jeff served as a Member of the University of Florida Levin College of Law Board of Trustees from 2011 to 2016. Jeff 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. Jeff has taught tax law at the University of Florida College of Law and College of Business. Jeff is a Founding Board member of the University of Florida College of Law Tax Institute and a Founding member of the University of Florida Advisor Network. He was a CPA with Arthur Andersen’s nationwide estate planning group. He is a Nationally Accredited Estate Planner (NAEPC), is rated “AV” by Martindale Hubbell (since 1990) and has been named as a Georgia “Super-Lawyer” for every year since 2009. Jeff was Founding Editor-in-Chief of the NAEPC Journal of Estate and Tax Planning (2006-2010) and was Co-Editor of Commerce Clearing House’s Journal of Practical Estate Planning (2004-2006). Jeff was Chairman of the North Fulton Community Foundation (2007-2009) and a member of the Board of Directors of the National Association of Estate Planners and Councils (2002-2010). He was a member of the Board of Directors of the Historic Roswell Convention and Visitors Bureau (2004-2015). He served as Founding Chairman of the Friends of Barrington Hall (2008-2012) and was President of the North Georgia Estate Planning Council (2002-2005).
Jeff is the author of over 250 published articles and columns. Among the publications are: Estate Planning, Taxes, Financial and Estate Planning, Practical Tax Strategies, Leimberg Information Services, NAEPC Journal of Estate and Tax Planning, ABA Property and Probate, ABA Practical Tax Lawyer, ABA Practical Lawyer, AICPA Tax Advisor, Journal of Estates and Trusts, Trusts and Estates, Zaristky’s Estate Planning Alert, Journal of Financial Services Professionals, Journal of Financial Planning, Financial Services Professionals Newsletter, CCH Journal of Practical Estate Planning, Advisor Today, RIA Tax Watch, Financial Planning, the Atlanta Bar Journal and the Georgia Bar Journal. He was an Estate Planning Columnist for Advisor Today Magazine (1997-2010).
Jeff is a frequent speaker on business, tax and estate planning issues. Among the groups he has spoken for are: The University of Florida College of Law Graduate Tax Program (2004, 2008, 2009, 2010, 2012, 2013, 2015), the Florida Tax Institute (2014, 2015, 2016), the Million Dollar Roundtable, the State Bar of Georgia (1992, 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2005, 2006, 2009, 2013), The National Convention of the Financial Planning Association (1997, 1998, 2003, 2004, 2005, 2006, 2007, 2008, 2011, 2014, 2016), the Financial Planning Association Annual Retreat(2000, 2002, 2014, 2015), the Atlanta Bar Association (2005, 2013), Georgia Society of CPAs Annual Estate Planning Conference (2007, 2010, 2011, 2012, 2016), the Annual Convention of the National Association of Estate Planners and Councils (1995, 2016), the Georgia Federal Tax Conference (2012, 2013, 2014), the Columbus Ohio Community Foundation, the Dallas Foundation, The International Forum (2009, 2010), and the Annual Convention of National Beer Wholesalers Association (2003, 2005, 2006, 2007, 2008 & 2009).
Jeff has been extensively quoted in a number of media sources, including: the Wall Street Journal (1999, 2004, 2005, 2006, 2007, 2009, March 2010, August 2010, April 2015), CNN Headline News (on the Terri Schavio case), The New York Times (2005, 2013, 2014), USA Today, Atlanta Journal/Constitution(1999, 2002, 2005, 2010), National Public Radio Marketplace Radio, National Public Radio Talk of the Town, Forbes Magazine (1999, 2001, 2012, 2014), Fortune Magazine (1998, 2000, 2001), Bloomberg Wealth Management, New York Times International Herald Tribune, Money Magazine, Smart Money Magazine, South China Post, The LA Times, BNA Estates Gifts & Trusts Journal, Newsday, Chicago Sun-Times, Miami Herald, and MSN (2010, 2013, 2015).