Jeremy B. Crickard

Partner, U.S. Regional Division Leader- Private Client & Tax

  • Education: Williams College, cum laude, B.A. • University of Michigan Law School, cum laude, J.D.
  • Admitted: State of CA, 2000 • District of Columbia, 2006
  • Year joined: 2015
  • Year became partner: 2015

Overview

Jeremy advises families, business owners and successful individuals in all areas of estate planning. His practice includes sophisticated family wealth and transfer tax planning, probate and trust administration, business succession planning, fiduciary representation, and charitable planned giving.

Highlights

  • Top 10: San Diego Super Lawyers (2017)
  • Top 50: San Diego Super Lawyers (2015 - 2017)
  • San Diego Super Lawyers - Estate Planning & Probate (2013 – 2017)
  • Best Lawyers in America® - Trusts and Estates (2016 - 2017)
  • San Diego Magazine: Top Lawyers in San Diego (2013 – 2017)
  • San Diego Metropolitan Magazine "40 Under 40" (2012)
  • The Daily Transcript: San Diego County Top Attorneys - Estate Planning/Probate & Trust (2011)
  • Civic Activities

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

     

Publications and speaking engagements

Publications

  • Author, "Formula Clauses After Wandry," Trusts and Estate Quarterly, Volume 18, Issue 4, 2013.
  • 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.

Speaking Engagements

  • Speaker: "The New California LLC Act and The LLC Operating Agreement Provisions and How They Impact Estate Planning and Valuations," North County Estate Planning Council, San Diego, CA, April 1, 2014.
  • Speaker: "California 2012 Legislation Affecting Estate Planning, Trusts, Probate, Conservatorships and Guardianships," the Southern California Tax and Estate Planning Forum, San Diego, CA, October 19, 2012.
  • Speaker: "Recent Developments in Probate, Trusts, Guardianships and Conservatorships," panel presentation at the 85th Annual Meeting of the State Bar of California, Monterey, CA, October 12, 2012.
  • Speaker: "Planning for $10,000,000 Estates in 2012 Building Flexibility For 2012 and Beyond" North County Estate Planning Council, San Diego, CA, July 10, 2012.
  • Speaker: "Planned Giving 201," Make-A-Wish Foundation of America Development Conference. San Diego, CA, April 20, 2012.
  • Speaker: "Year-End Estate Planning in Uncommon Economic Times," Healthy, Wealthy & Wise, presented by Luce Forward and Scripps Memorial Hospital Encinitas, Carlsbad, CA, November 7, 2011.
  • Speaker: "Directed Trusts -Dividing the Powers and Duties of the Traditional Trustee," 33rd Annual UCLA/CEB Estate Planning Institute, Los Angeles, CA, May 14, 2011.
  • Speaker: "Estate Planning and Administration, 26th Annual Recent Developments," CEB Panel Presentation, San Diego, CA, January 14, 2011.
  • Speaker: "Heggstad and the Unfunded Trust-Postmortem Planning to Avoid Probate." Presentation at the 83rd Annual Meeting for the State Bar of California, Monterey, CA, September 23, 2010.
  • Speaker: "Heggstad and the Unfunded Trust-Postmortem Planning to Avoid Probate," presentation to the Trusts and Estates Section of the Orange County Bar Association, September 9, 2009.
  • Speaker: "Fundamentals of Estate Planning Practice." CEB Panel Presentation, Costa Mesa, CA, April 25-26, 2008.
  • Speaker: "Recent Developments," Panel Presentation, 30th Fall Program for the Trusts and Estates Section of the State Bar of California, Los Angeles, CA, November 10, 2006.
  • Speaker: "Practical Estate Asset Management," CEB Panel Presentation to the San Diego County Bar Association, October 21, 2006.
  • Guest Lecturer: "The Marital Deduction," Federal Estate and Gift Tax Class, California Western School of Law, October 20, 2006.
  • Speaker: "Going Round in Circles: The Impact of New Circular 230 Rules on Estate Planning Attorneys and Their Clients." presentation to the Trusts and Estates Section of the Beverly Hills Bar Association, March 21, 2006.
  • Speaker: "Recent Cases," presentation for the Trusts and Estates Section of the San Diego County Bar Association, February 2005.
  • Speaker: "Recent Developments," Panel Presentation at the 77th Annual Meeting for the State Bar of California, Monterey, CA, October 8, 2004.
  • Guest Lecturer: "The Marital Deduction," Federal Estate and Gift Tax Class, California Western School of Law, November 7, 2003.

Memberships

  • Executive Committee of the State Bar of California Trusts and Estates Administration Section: Chair (2014 - 2015); Past Chair of Trusts and Estates Subcommittee (2009-2013); and Member/Advisor (2007-present)
  • Fellow of the American College of Trust and Estate Counsel
  • State Bar of California, Trusts & Estates Section
  • San Diego County Bar Association
  • North County Estate Planning Council - San Diego

You are now leaving Withersworldwide and visiting Withers Consulting Group (WCG) website. Please note WCG does not offer legal services and is therefore not regulated by the Solicitors Regulation Authority or other regulating body. WCG works independently of Withersworldwide. For further information please see WCG's +Regulatory Notice +