Welcome to Sullivan, McGibbons, Crickard & Associates, LLP

About Our Firm
Our Attorneys
Practice Areas

The attorneys and staff at Sullivan, McGibbons, Crickard & Associates, LLP have over 30 years of combined experience. The founding partners began their careers in large firm environments.  In 2015, Phil Sullivan and Jennifer McGibbons originally formed Sullivan, McGibbons & Associates, LLP with the idea to create a firm of experienced attorneys and staff dedicated to providing the best services to its clients in estate planning, advanced planning, estate and trust administrations, probate, and estate and gift tax.

As of June 1, 2021, the firm announced its change of name to Sullivan, McGibbons, Crickard & Associates, LLP, following the addition of Jeremy Crickard as a partner to the firm.  SMC has been named as one of the Best Law Firms in U.S. News and World Report for the last five years, and our attorneys are acknowledged annually in Super Lawyers, Martindale Hubbell and Best Lawyer publications.  For  more information, please explore the pages on the firm's website.  If you have any questions or would like to arrange an initial consultation, please contact the office.

About Our Firm

Sullivan, McGibbons, Crickard & Associates, LLP represents individuals, families and fiduciaries throughout Southern California in the areas of estate planning, trust and estate administrations, and probate law.

We assist clients in all aspects of estate planning to ensure the efficient management and transfer of property during life, upon incapacity, and at death. We work closely with clients to understand their unique financial and personal situation, identify and analyze their options, and create a customized plan that meets their goals.

We also assist clients in the administration process, whether it is a post-mortem administration, irrevocable trust administration, or a probate. We advise our clients throughout the administration process regarding their duties and responsibilities and help them navigate the complex issues.

We are dedicated to providing each client with exceptional service and personalized attention and strive to give each client peace of mind. We also believe in the importance of giving back and are committed to volunteering at various non-profit organizations that serve the San Diego community.

Phil, Jennifer, Jeremy and Robert are Certified Legal Specialists by The State Bar of California in Estate Planning, Trust and Probate Law.

Phil Sullivan and Jeremy Crickard are member of the prestigious American College of Trusts and Estates Counsel, and Jennifer McGibbons was recognized as the Best of the Bar in 2015 by the San Diego Business Journal and was named a Top Attorney in Estate Planning/Probate & Trust/Tax in the Daily Transcript.  Phil, Jennifer and Jeremy have been included in Super Lawyers in Estate Planning & Probate.

For further information on the firm’s trust, estate, and probate services, please give us a call.

Our Attorneys

Practice Areas

We carefully design estate plans to achieve the objectives of our clients. Our areas of representation include:

Estate Planning/Advanced Planning

  • Wills
  • Revocable Trusts
  • Financial Powers of Attorney
  • Advance Health Care Directives
  • Installment Sale Transactions
  • Irrevocable Trusts such as Charitable Remainder Trusts, Irrevocable Life Insurance
  • Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Generation-skipping Transfer Trusts

Estate and Trust Administration

Our attorneys and paralegals have extensive experience in the area of Estate and Trust administrations, including asset allocation planning, sub-trust funding, the creation and funding of various sub-trusts, trust accountings, the preparation and filing of federal estate tax returns, post-mortem income tax planning, and the use of disclaimers.

Probate Administration

We represent clients in probate administrations involving estates of all sizes and complexities, ranging from simple estates to large estates comprised of business interests and residential and commercial real property.

Guardians and Conservatorships

We represent clients in guardianships and conservatorships, including any and all initial court filings, preparation of court accountings, coordination with court investigators and appearance at scheduled court hearings.

Court Matters re: Trusts

The firm will handle court matters related to trusts, where court approval is needed, and will prepare any and all initial court filings, and appearance at scheduled court hearings.