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Roger A. Grad

Roger A. Grad

Partner| Orange County


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.

  • University of San Diego School of Law (LL.M., 1985)
  • University of the Pacific, McGeorge School of Law (J.D., 1984)
    • Moot Court Honors
  • University of California, Los Angeles (B.A., 1980)
  • State Bar of California
  • American Bar Association
  • Coastal Mountains Land Trust, Board Member
  • 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)
  • 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)
  • Jackson, DeMarco & Peckenpaugh, Contract Partner
  • Meserve, Mumper & Hughes, Partner
  • Best, Best & Krieger, Associate
  • California
  • Supreme Court of California
  • United States District Court, Central District of California
  • United States Court of Appeals, Ninth Circuit
  • United States Court of Claims
  • United States Tax Court