Roger A. Grad

Roger Grad's practice is concentrated in complex tax and estate planning for high net-worth individuals and business clients. His practice also includes business and finance law, particularly in the formation of limited partnerships, limited liability companies, general partnerships, corporate mergers, corporate dissolutions, and public offerings. Roger counsels individuals and business clients in tax and estate planning issues involving complex claims in state, federal civil trial, and appellate courts, as well as tax, probate, and bankruptcy courts, and alternative dispute resolution forums. Additionally, he practices entertainment law representing clients in regard to entertainment-related agreements and transactions.

Representative Presentations and Publications

• New Requirement to File BE-10: Benchmark Survey of U.S. Direct Investment Abroad , Co-Author, Snell & Wilmer Legal Alert (June 2, 2015)
• 5 Tax Considerations For Doing Biz In Indian Country , Quoted, Law360 (April 14, 2015)
• Good News About Tax Relief: TRA 2010 Simplified , Co-Author, Orange County Business Journal, Volume 34, Issue 8 (February 21, 2011)
• Why Make Your Next Venture Capital Investment Through a Life Insurance Policy? Co-Author, Orange County Business Journal, Volume, Issue 37 (September 15, 2008)

Professional Recognition and Awards

•AV Preeminent Peer Review Rating from Martindale-Hubbell
•Southern California Super Lawyers, Tax Law (2012, 2014-2017)
•The Best Lawyers in America , Tax Law (2007-2011)

Community Involvement

•Seneca Family of Agencies, Orange County Leadership Board (2015-present)
•UCI Diabetes Foundation, Executive Board Member (2013-present)
•Veteran Tickets Foundation, Board of Directors (2012-present)
•Advocacy Arts Foundation, Founding Board Member (1996-present)

Other Professional Experience

•Jackson, DeMarco & Peckenpaugh, Contract Partner
•Meserve, Mumper & Hughes, Partner
•Best, Best & Krieger, Associate

Related News & Events

Jul 26
Southern California Super Lawyers Recognizes 13 Snell & Wilmer Attorneys

Jul 01
Southern California Super Lawyers Recognizes Sixteen Snell & Wilmer Attorneys

Feb 05
Southern California Super Lawyers 2015 Recognizes 13 Snell & Wilmer Attorneys

May 12
Snell & Wilmer Partner Roger Grad Negotiates Meghan McCain TV Deal

Jun 27
Super Lawyers 2012 Recognizes 80 Snell & Wilmer Attorneys

May 09
Snell & Wilmer Attorney Roger Grad Appointed to Veteran Tickets Foundation Board of Directors

Jul 29
Snell & Wilmer Congratulates its 99 Attorneys Selected for Inclusion in The Best Lawyers in America 2011

Oct 21
Ninety-Nine Snell & Wilmer Attorneys Named to Best Lawyers in America 2011

Aug 01
Ninety-Eight Snell & Wilmer Attorneys Listed in Best Lawyers in America 2010

Related Publications

Jun 15
Global Connection - June 2015

Jun 02
Legal Alert - New Requirement to File BE-10: Benchmark Survey of U.S. Direct Investment Abroad