News

11/25/2020 Update – Proposition 19 and Changes to Property Tax Rules

Proposition 19 and the Change in Property Tax Rules: Proposition 19 recently passed in California, and contains two main changes in California property tax assessments that may impact your estate planning.  Changes to the Parent-Child Exclusion and Grandparent-Grandchild Exclusion Effective February 16, 2021, Proposition 19 will substantially restrict the availability of the parent-child exclusion from … Continue reading 11/25/2020 Update – Proposition 19 and Changes to Property Tax Rules


2019 Top 25 Women: Jennifer McGibbons named to San Diego Super Lawyers List!

SMA is excited to announce that Jennifer M. McGibbons has been named in Super Lawyers as the Top 25: 2019 Women San Diego Super Lawyers List!  Please find the link below for more information. https://www.superlawyers.com/california-san-diego/toplists/top-25-2019-women-san-diego-super-lawyers/485647024b3598cebfa72f5b68546662 https://profiles.superlawyers.com/california-san-diego/san-diego/lawyer/jennifer-m-mcgibbons/916bf110-577b-4187-8f62-39185036d5f8.html?utm_source=916bf110-577b-4187-8f62-39185036d5f8&utm_campaign=v1-slbadge-top-25women&utm_content=profile  


6/4/18 – SMA Welcomes New Partner – Robert C. Mardian III

Sullivan, McGibbons & Associates LLP is pleased to announce the addition of its newest Partner, Robert C. Mardian III.  Mr. Mardian advises clients in the areas of estate planning, estate and trust administration, estate and trust litigation, and probate.  Mr. Mardian received his undergraduate and law degrees from the University of San Diego School of … Continue reading 6/4/18 – SMA Welcomes New Partner – Robert C. Mardian III


10/20/17 UPDATE to Tax Alert – The IRS has proposed implementing new Valuation Rules for Family Businesses

Update – The IRS has withdrawn its Proposed Valuation Rules for Family Businesses October 20, 2017 On April 21, 2017, President Trump signed Executive Order 13789 (“EO”) instructing the Secretary of the Treasury to review all recent tax regulations and do determine whether any regulations 1) impose an undue financial burden on U.S. taxpayers; 2) … Continue reading 10/20/17 UPDATE to Tax Alert – The IRS has proposed implementing new Valuation Rules for Family Businesses


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