August 12, 2026|Press
Partner Roger Grad was quoted in “Grady-White Boats Owner Gifts $400M Enterprise to Purpose Trust in Lieu of Sale,” published by Wealth Management on August 12, 2026
“In my experience, doing something like this is exceptionally rare. Typically, wealthy individuals will fund a portion of their wealth to a private foundation, a donor-advised fund, or to charity,” said Roger A. Grad, partner in Buchalter’s Nashville office and a member of the Tax, Benefits and Estate Planning practice group. “Currently, I am working on an estate plan that will result in 30% of the assets going to charity. Honestly, I think that’s at the top of the list for me,” he mused.”
To view the full article as published by Wealth Management, click here.
