Jeremy B. Crickard

Partner

Contact

858.792.1190

Focus Areas:

Estate Planning
Estate and Trust Administrations
Probate
Estate and Gift Tax Preparation and Audit
Charitable Planning

Jeremy is a partner of Sullivan, McGibbons, Crickard & Associates, LLP.  Jeremy’s practice focuses on counseling families, business owners and successful individuals in all areas of estate planning. For more than two decades Jeremy has advised his clients on sophisticated family wealth and transfer tax planning, complex trust and probate administrations, business succession planning, fiduciary representation, the resolution of Federal estate and gift tax audits, and charitable planned giving.

Jeremy is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and past Chair of the Executive Committee of the Trusts and Estates Section of the State Bar of California. He is also a Certified Specialist in Estate Planning, Trust & Probate Law by The State Bar of California Board of Legal Specialization. Jeremy has been recognized by his peers for his expertise in estate planning, including being named as a Top 10 San Diego Super Lawyer in 2017, a Top 50 San Diego Super Lawyer in 2015-2019, and a Super Lawyer since 2013, a Best Lawyer in Trusts and Estates in 2016-2020, and a Top Lawyer in San Diego by San Diego Magazine in 2013-2020. Jeremy is also a speaker and author on sophisticated estate planning and trust administration topics.

Jeremy began his practice at the San Diego law firm of Luce, Forward, Hamilton & Scripps, LLP where started as a summer associate and became a partner.  Prior to joining Sullivan, McGibbons, Crickard & Associates, LLP, Jeremy was a partner with the global private client firm of Withers LLP and its US partnership Withers Bergman LLP where he served as the Regional Division Leader for the U.S. Private Client and Tax team.

Education

  • Juris Doctorate, cum laude, University of Michigan Law School
  • Bachelor of Arts, cum laude, Williams College

Professional Memberships

  • Fellow of the American College of Trust and Estate Counsel (ACTEC)
  • Bloomberg/BNA Estates, Gifts & Trusts Advisory Board
  • Executive Committee of the State Bar of California, Trusts and Estates Section: Chair (2014-2015), Member/Advisor (2007-2018)
  • State Bar of California, Trusts & Estates Section
  • North County Estate Planning Council – San Diego
  • San Diego County Bar Association

Accolades

  • Martindale-Hubbell AV Rating
  • Certified Specialist in Estate Planning, Trust & Probate Law by the State Board of California Board Legal Specialization
  • Top 10: San Diego Super Lawyer (2017)
  • Top 50: San Diego Super Lawyers (2015-2020)
  • San Diego Super Lawyer since 2013
  • Best Lawyers in Trusts and Estates (2016-2020)
  • San Diego Magazine: Top Lawyers in San Diego (2013-2020)
  • San Diego Metropolitan Magazine ’40 Under 40’ (2012)

Community Involvement

  • Make-A-Wish Foundation of America Planned Giving Advisory Council- Member
  • Make-A-Wish Foundation of San Diego Planned Giving Advisory Council- Current Chair
  • Make-A-Wish Foundation of San Diego – Past Treasurer and member of the Board of Directors
  • San Diego Bowl Game Association Committee

Publications

  • Author, ‘Formula Clauses After Wandry’ Trusts and Estate Quarterly, Volume 18, Issue 4, 2011
  • Co-Author, ‘Issues on Death of Spouse or Registered Domestic Partner’ (Chapter 5), Crossover Issues in Estate Planning and Family Law (CEB 2011)
  • Co-Author, ‘Preparing For an Exit – Succession Planning’ Transworld Business, January 2011
  • Co-Author, ‘Estate Planning for the Business Owner’ San Diego Business Journal, Wealth Management & Succession Planning Supplement: ‘Restoring the Legacy’ March 29, 2010
  • Author, ‘Heggstad Petitions – A Practitioner’s Guide’ Trusts and Estates Quarterly-Vol. 14, Issue 3 – Fall 2008