A Practical Potpourri of Unexpected Traps and Opportunities
Please note that this is a 2-hour meeting.
Registration and cocktails
3:30pm – 4:00pm
4:00pm – 6:00pm
6:00pm – 7:00pm
by Friday, Apr. 17th
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it here.
About the program
This program is designed to provide attendees with a multitude of tax and estate planning opportunities, traps, checklists and resources that they may be unaware of and which add immediate value to the advisor’s client relations. The goal of the program is to highlight areas of planning that have received less attention giving attendees understanding of issues they may not have known of previously, often using examples of what deceased celebrities did or did not do in their own planning. Included in the presentation:
• What is the single greatest source of conflict in the administration of an estate and how to minimize the issue.
• Why heirs should be more concerned about a parent’s impending marriage then the imposition of estate and income taxes.
• Why and how multi-resident clients need to document their state of tax domicile.
• Some common mistakes in charitable giving in an estate plan.
• Looming trends in estate planning that will change how we plan
• And plenty of other traps and opportunities
About John J. Scroggin
Jeff has practiced as a tax, business and estate planning attorney in Atlanta for over 41 years. In 2017, Jeff was inducted into the NAEPC Estate Planning Hall of Fame as its 105th inductee. US News and World Report named him one of the 2018 and 2019 Best Lawyers in America and he has been named a Georgia SuperLawyer for each of the last eleven years. Jeff served as a member of the Board of Trustees of the University of Florida Levin College of Law from 2011 to 2018. Jeff was Founding Editor of the NAEPC Journal of Estate and Tax Planning from 2006-2010 and is the author of over 260 published articles on tax, business and estate planning.
Jeff has been quoted over 100 times in the national media, including 9 times in the Wall Street Journal, 3 times in the New York Times, 3 times in USA Today, and 5 times in Forbes Magazine.
Jeff practices out of an 1889 house in the heart of the historic district of Roswell, Georgia – one of the few areas around Atlanta that was not destroyed during the 1864 Battle for Atlanta. The house contains one of the largest collections of IRS and tax memorabilia in the US. The collection of over 100,000 items was featured in a front-page article in Wall Street Journal on April 15, 2015.