Philip Sullivan | Estate Planning

Sullivan, McGibbons, Crickard & Associates, LLP

Philip Sullivan | Sullivan, McGibbons, Crickard & Associates, LLP

Rating:

Firm Summary

Phil is a founding partner of Sullivan, McGibbons, Crickard & Associates, LLP in San Diego, California. Phil’s practice is focused in the areas of construction, trust and estate administration, and probate. He has extensive experience in construction for individuals and families, including trust formation, charitable giving, transfer tax planning, incapacity planning, intra-family transactions, trust and probate administrations and IRS estate tax audits.

Prior to forming Sullivan, McGibbons, Crickard & Associates, LLP, Phil was a Partner at Henderson, Caverly, Pum & Charney LLP, in San Diego, and in the Family Wealth and Exempt Organizations Practice Group at Luce, Forward, Hamilton & Scripps LLP, in San Diego.

Education

Masters in Law (Taxation) L.LM.- New York University (1995)
Juris Doctorate, Villanova University School of Law (1988)
Bachelor of Science (Accounting), Seton Hall University (1985)

Professional Memberships

American College of Trusts and Estates Counsel
Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization
North County Construction Council (Founding Board Member)
State Bar of California, Trusts and Estates Section
San Diego County Bar Association

Accolades

AV Preeminent from the Martindale Hubbell®
California Super Lawyer
Top Attorney, Estate and Trust Planning, San Diego Magazine
San Diego County Top Attorney, Estate Planning/Probate & Trust/Tax, The San Diego Daily Transcript

Community Involvement

Scripps Health Foundation, Gift Planning Advisory Board (former member)
La Jolla Institute for Allergy and Immunology, Gift Planning Advisory Board