Patricia D. Garcia

CFO and Case Administrator

Contact

858.792.1190

Focus Areas:

Trust and Estate Administrations
 Probates
Guardianships
Conservatorships and Trusts
Estate and Trust Accountings
Estate and Gift Tax

Patti is the Chief Financial Officer and Case Administrator for Sullivan, McGibbons, & Associates.  She has over 20 years of experience in the trusts and estates field.  At SMA, Patti assists the attorneys in trust and estate administrations, including preparation of gift and estate tax returns, and court matters related to probates, guardianships, conservatorships and trusts.  As the CFO, she runs the day to day operations and manages the finances of the firm.

2008-2015 – Sr. Paralegal/Paralegal Supervisor, Henderson, Caverly, Pum & Charney LLP

2007-2008 – Director of Operations, Serving Hands International

1996-2006 – Paralegal – Luce, Forward, Hamilton & Scripps LLP

 

Education:

2012 –  Accounting Professional Certificate, UCSD Extension

1994 – Bachelor of Arts, Political Science, San Diego State University

 

Professional Designations:

Enrolled Agent, enrolled to practice before the Internal Revenue Service

Paralegal

Notary Public

 

Professional Organizations:

San Diego Paralegal Association

San Diego County Bar Association, Member

National Notary Association