Roger A. Grad: Lawyer with Snell & Wilmer L.L.P.

Roger A. Grad

Costa Mesa,  CA  U.S.A.

Peer Rating
AV® Preeminent

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Practice Areas

  • Asia
  • Canada
  • Corporate and Securities
  • Estate Planning
  • Europe
  • International
  • Trusts and Estates
  • Latin America
  • Private Client Services
  • Probate
  • Sports and Entertainment
  • Tax-General Federal
  • Tax-State and Local
University University of California, Los Angeles, B.A., 1980
Law SchoolUniversity of the Pacific, McGeorge School of Law, J.D., 1984 Moot Court Honors; University of San Diego School of Law, LL.M., 1985
AdmittedCalifornia; Supreme Court of California; United States Tax Court; United States Court of Appeals, Ninth Circuit; United States Court of Claims; United States District Court, Central District of California

Professional Memberships & Activities

•State Bar of California
•American Bar Association
•Advocacy Arts Foundation, Founding Board Member
•Coastal Mountains Land Trust, Board Member

BornBrooklyn, New York, 1958

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 & 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 & Awards

•Southern California Super Lawyers , Tax Law (2012, 2014, 2015)
•The Best Lawyers in America , Tax Law (2007-2011)

Community Involvement

•UCI Diabetes Foundation, Executive Board Member
•Veteran Tickets Foundation, Board of Directors
•Advocacy Arts Foundation, Founding Board Member

Other Professional Experience

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

Related News & Events

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


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Office Information

Roger A. Grad

600 Anton Boulevard, Suite 1400
Costa MesaCA 92626


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