September 28, 2026|Firm News, Press

Buchalter Welcomes Tax and Estate Planning Partner Roger Grad to Nashville Office

Buchalter is pleased to announce that Roger Grad has joined Buchalter’s Nashville office as a Partner in the Tax, Benefits and Estate Planning Practice Group.

Grad has extensive experience advising high-net-worth individuals, families, and business owners on sophisticated tax planning, estate planning, wealth transfer, and business succession matters. His practice focuses on developing customized strategies that help clients preserve assets, minimize tax exposure, and achieve long-term planning objectives.

“Buchalter continues to invest in markets where we see significant opportunities to serve our clients and support the Firm’s long-term growth,” said Adam Bass, President and Chief Executive Officer of Buchalter. “Roger is a highly respected practitioner whose experience broadens our capabilities in complex tax and estate planning matters, strengthens our Nashville presence, and enhances our ability to meet evolving legal needs nationwide.”

Grad’s practice centers on helping individuals and families preserve and transfer wealth through customized estate planning and tax-efficient structures. He regularly advises clients on wealth transfer strategies, charitable planning, trust and estate administration, marital agreements, and succession planning for closely held businesses. His work also extends to business formation and governance matters involving partnerships, limited liability companies, and other privately held entities.

Additionally, Grad represents clients in tax, probate, bankruptcy, and other complex disputes in state and federal courts. He is also recognized for his knowledge of customized and private placement life insurance strategies and their application in retirement and income tax planning. His broad experience enables him to develop integrated solutions tailored to his clients’ legal, financial, and long-term planning objectives.

“Throughout my career, I’ve focused on helping individuals, families, and business owners navigate important planning decisions with confidence,” said Grad. “The Firm’s broad platform provides an excellent opportunity to continue delivering strategies tailored to each of my client’s unique goals.”

Grad has been included in The Best Lawyers in America for Tax Law, Litigation and Controversy-Tax, Litigation-Trusts and Estates, and Business Organizations, including LLCs and Partnerships. He also holds Martindale-Hubbell’s AV Preeminent Peer Review Rating and has been recognized by Southern California Super Lawyers for his work in tax law.

Since opening it’s Nashville office in 2022, Buchalter has expanded the location to over 50 lawyers and professional staff.

“We are thrilled to welcome Roger in Nashville,” said Jason Brooks, Managing Partner of Buchalter’s Nashville office. “His practice is a great fit for our Nashville team and enhances the trusted counsel we provide to individuals, families, and business owners as we continue to grow into Tennessee and the surrounding area.”

Buchalter is a full-service business law firm representing local, regional, national and international clients across a broad spectrum of industries and practice areas, including Bank and Finance, Corporate, Health Care, Insolvency and Financial Law, Intellectual Property, Labor and Employment, Litigation, Real Estate and Tax and Estate Planning. With more than 630 attorneys, Buchalter has offices in California, Arizona, Colorado, Georgia, Illinois, Oregon, Tennessee, Texas, Utah, and Washington. The firm is committed to providing practical, business-oriented legal solutions that help clients achieve their strategic objectives. For more information, visit Buchalter.com

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