Gregg Jarett Delman

I am an attorney with extensive experience in the estate planningfield. I began my career working for a financial planning andinvestment management firm in New York. There, I drafted and helpedexecute estate planning documents (including wills, living wills andhealth care proxies), constructed financial plans, and managedinvestment portfolios.

After New York, I made my way west to San Francisco where I worked inthe Private Client Advisors Group for Deloitte & Touche USA. AtDeloitte, I provided advice on mitigating appreciation of assets withinestates ranging from $10 million to in excess of $100 million throughtrust vehicles including GRATs (Grantor Retained Annuity Trusts), IDITs(Intentionally Defective Irrevocable Trusts) and CRTs (CharitableRemainder Trusts). I also researched complex taxation issues, preparedand reviewed tax returns and related schedules for high net worthindividuals, trusts and partnerships. My business development skillsgrew by working with the “Deloitte Pursuit Team,” where I built newrelationships with high profile target clients and developed marketingmaterials based on changing market conditions and new legislativeinitiatives coming out of Washington and Sacramento.

Now, I am the Director of Business Development for Legacy Locker, Locker is a safe, secure repository for digital property thatlets one grant access to online assets for friends and loved ones incase of death or disability. My mission is to help our clients preparefor the future, and feel that aligns well with the mission of estateplanners throughout the world. By sourcing partnerships, affiliaterelationships and general education initiatives, my goal is to makesure people's online assets are safeguarded for future generations.