Jeremy B. Crickard

Partner | Rancho Santa Fe, San Diego

Jeremy is a partner in the private client and tax team.

He counsels families, business owners and successful individuals in all areas of estate planning. For more than 15 years his practice has focused on sophisticated family wealth and transfer tax planning, complex trust and probate administrations, business succession planning, fiduciary representation, the resolution of Federal estate and gift tax audits, and charitable planned giving.

Jeremy is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a recent past Chair of the Executive Committee of the Trusts and Estates Section of the State Bar of California. He is also a Certified Specialist in Estate Planning, Trust & Probate Law by The State Bar of California Board of Legal Specialization, was named a Top 10 San Diego Super Lawyer in 2017 and a Top 50 San Diego Super Lawyer in 2015-2017, a Best Lawyer in Trusts and Estates in 2016-2018, and a Top Lawyer in San Diego by San Diego Magazine in 2013-2017, among other recognitions. He is a regular speaker and author on sophisticated estate planning and trust administration topics.

Track record

Admissions

Publications

Memberships

Talks

Awards/Recognition

Fellow of the American College of Trust and Estate Counsel

Martindale-Hubbell® AV Rating

State of California, 2000

District of Columbia, 2006

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

Executive Committee of the State Bar of California, Trusts and Estates Section: Member/Advisor (2007-present)

State Bar of California, Trusts & Estates Section

‘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

‘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

‘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

Education


Languages


  • English

Dates


Joined

2015
Partner

2015

Recognition


Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

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San Diego

101 West Broadway,

Suite 1000,

CA 92101

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Regularly works with...