In this FPA Annual Conference 2018 session, John Scroggin discusses evolving trends in tax and estate planning. He focuses on specific legal rulings and changes that affect both the average client and the affluent client. Scroggin discusses practical ramifications on the changing tax and estate planning environment and how financial planners should advise their clients in reacting to specific changes and demographic trends.
- Understand how the evolving tax laws will impact their clients and the investment choices they make
- Gain practical insights to the trends that are changing how clients and their advisors address their estate planning
- Recognize the practical traps and opportunities in this evolving environment, including obtaining ideas that they can immediately apply to their client representations
John Scroggin, J.D., LL.M., AEP
President, Scroggin & Company
John was inducted into the NAEPC Estate Planning Hall of Fame in 2017. US News and World Report named him one of the 2018 Best Lawyers in America and he has been named a Georgia SuperLawyer for the last ten years. John serves as a member of the Board of Trustees of the University of Florida College of Law and serves as a Founding Director of the Florida Tax Institute. John was Founding Editor of the NAEPC Journal of Estate and Tax Planning and was Co-Editor of CCH's Practical Estate Planning. He is author of over 260 published articles. obtaining ideas that they can immediately apply to their client representations.