As of June 1, 2020, and in accordance with state and local directives, the firm’s physical office has reopened with limited staff during regular business hours. We remain fully operational, with the exception of limited client signings by appointment only. We are checking voicemail messages and e-mails on a regular basis and will respond promptly. … Continue reading 6/1/2020 – SMA Office Reopening and Updated Protocols
In accordance with state and local directives, the firm’s physical office is currently closed as of March 20, 2020 and the entire office is on a “work from home” platform. We are fully operational with the exception of no in-person meetings until the stay at home order is lifted. For new and ongoing client communications, … Continue reading 3/20/20 – SMA Protocols during Covid-19 – UPDATED
Please know the attorneys and staff at Sullivan, McGibbons & Associates are committed to providing a safe environment for our employees and visitors to our office, and ensuring business continues as usual. SMA has implemented safeguard measures with helping to prevent the spread of the virus. We wanted to let you know that no one … Continue reading 3/13/20 – SMA and COVID-19 Protocol
Sullivan, McGibbons & Associates LLP is pleased to welcome Erin M. Myers to the firm as an Associate Attorney. Erin has been a practicing attorney since 2012 primarily in trusts and estates and joins us after practicing at a local San Diego estate planning law firm and law firms in Napa, California. Erin is a … Continue reading 12/2/19 – SMA welcomes new attorney Erin M. Myers
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
SMA is moving its office effective December 1, 2018. Our new address is 12230 El Camino Real, Suite 130, San Diego, CA 92130. No change to phone, fax or e-mails.
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
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