Cory Grant

Cory Grant has been an active member of the California State Bar since 1994. For more than 20 years, Mr. Grant has developed his expertise in the design and implementation of advanced estate plans, wealth protection techniques, and business succession strategies for families and business owners. Among his specialties are creating intuitive plans for families with investment real estate holdings. In addition, he creates innovative approaches to life insurance premium financing and estate planning with large retirement accounts. Mr. Grant advises clients on charitable planning and has created many unique approaches that encourage the succession of values along with financial bequests. Active in his community, Mr. Grant serves on the board of trustees for the San Dieguito Boys & Girls Club Foundation and The Del Mar Foundation. He also provides pro bono advice for the Burnham-Moores Center for Real Estate at USD and the USS Midway Museum. Mr. Grant’s expertise in the charitable planning arena has made him one of the nation’s most popular speakers on the topic of Planned Giving. As the author of two books, Tax Deferred Investing (Wiley, 2000), and Estate Planning is About More Than Death and Taxes (Wiley, 2004), Mr. Grant frequently speaks at estate planning and investment conferences. He was also a recent speaker on the topic of estate planning on NBC Early Today. Mr. Grant received his B.A. from The University of California at Santa Barbara, and his Juris Doctor from California Western School of Law in San Diego. Mr. Grant is a proud native of San Diego and resides with his wife Emily in Del Mar. In his spare time, he can be found bodysurfing, golfing, or playing beach volleyball.