ESTATE PLANNING COUNCIL OF SAN DIEGO

Topic: Planning for (and BEFORE) the December 31, 2025 Exemption Cliff for the $15 to $50 Million Estates
Speakers: Phillip Sullivan and Jennifer McGibbons

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

Phil is a founding partner of Sullivan, McGibbons, Crickard & Associates, LLP in San Diego, California.  Phil’s practice is focused in the areas of estate planning, trust and estate administration, and probate.  He has extensive experience in estate planning 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.

Jennifer McGibbons | Partner at Sullivan, McGibbons, Crickard & Associates, LLP

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

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

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