Legacy Locker

When we launched Legacy Locker, we knew that this idea would cause people to think about their online identity as something to value and protect.  Apparently, we weren’t the only ones.  In the midst of glowing press coverage and questions from new estate planners, one email stood out as being a different kind of query.  The author was confident, inquisitive and – dare we say- brilliant enough to see immense value in our company.

The author was Gregg Delman and we’re proud to introduce him as our new Director of Business Development.  Gregg is an attorney with extensive experience in the estate planning field.  He began his career working for a financial planning and investment management firm in New York.  There, he drafted and helped execute estate planning documents (including wills, living wills and health care proxies), constructed financial plans, and managed investment portfolios.

After New York, Gregg made his way west to San Francisco where he worked in the Private Client Advisors Group for Deloitte & Touche USA.  At Deloitte, Gregg provided advice on mitigating appreciation of assets within estates ranging from $10 million to in excess of $100 million through trust vehicles including GRATs (Grantor Retained Annuity Trusts), IDITs (Intentionally Defective Irrevocable Trusts) and CRTs (Charitable Remainder Trusts).   He also researched complex taxation issues, prepared and reviewed tax returns and related schedules for high net worth individuals, trusts and partnerships.   Gregg’s business development skills grew by working with the “Deloitte Pursuit Team,” where he built new relationships with high profile target clients and developed marketing materials based on changing market conditions and new legislative initiatives coming out of Washington and Sacramento.

In addition to having the background and expertise needed to grow lasting relationships with estate planners and customers, Gregg’s personality is an excellent fit for our company’s personality:

• His academic curiosity has lead him to master Economics, Political Philosophy, Business and Law.
• His adventurous will has spring-boarded him from South Florida to the Middle East, from Paris to New York and ultimately to San Francisco.
• His drive to succeed is fueled by his desire to bring innovative, relevant solutions to the field of law through fresh technology.

Since we’re a small team, Gregg will be wearing many hats and work with all levels of customers.  If you’re an Estate Planner or a like-minded organization and you want information on how Legacy Locker can help you serve your clients, talk to Gregg.  If you’d like to discuss partnering with Legacy Locker, you can talk to Gregg.  If you’re an individual and you’re not sure if you understand how Facebook can be an asset, ask Gregg.  If you are an employer and you’d like to include Legacy Locker as part of your employees’ benefits package, talk to Gregg.  If you’re a student and you want to write your masters thesis on how technology is changing the face of law, talk to Gregg.  If you have a question about Legacy Locker and you’re not sure if you should talk to Gregg, talk to Gregg.

As you can see, we’re happy to have Gregg and to keep him as busy as possible!  You can reach Gregg at gregg@legacylocker.com and you can follow him on Twitter @gdelman.  Also, feel free to leave your welcome comments here on the blog or on Legacy Locker’s Twitter account, @legacylocker.