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

Patricia Garcia is the Chief Financial Officer and Case Administrator for Sullivan, McGibbons, Crickard, & Associates, LLP.  She has over 20 years of experience in the trusts and estates field.  At SMC, Patti assists the attorneys in trust and estate administrations, including preparation of gift and estate tax returns, creation and formation of family LLC’s, LP’s and Foundations, 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.

 Work Experience:

  • 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
  • 1997 – USD Paralegal Program, Trusts and Estates Course
  • 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, Member
  • San Diego County Bar Association, Member
  • National Notary Association, Member
  • National Association of Enrolled Agents, Member
  • California Society of Enrolled Agents, Member

Community Involvement:

  • Volunteer, Alzheimer’s San Diego
  • Officer, Sigma Phi Omega Alumni Association, SDSU chapter
  • Founding Board Member, Sigma Phi Omega Charitable Foundation
  • Steering Committee Member, Rotary Model United Nations, District 5340