Jeremy Crickard practices in estate planning. His practice involves advising clients in all areas of estate planning, including sophisticated family wealth and transfer tax planning, probate and trust administration, business succession planning, fiduciary representation, and charitable planned giving.
Memberships
Executive Committee of the State Bar of California, Trusts and Estates Section (current Chair of the Trusts and Estates Administration Committee).
San Diego Bowl Game Association Committee.
Development Committee for the Make-A-Wish Foundation of San Diego.
Past member of the Board of Directors and Treasurer of the Make-A-Wish Foundation of San Diego.
State Bar of California, Trusts & Estates Section.
San Diego County Bar Association.
North County Estate Planning Council - San Diego.
Recognition
Martindale-Hubbell® AV Rating
The Daily Transcript: San Diego County Top Attorneys - 2011 (Estate Planning/Probate & Trust)
Industries
Action Sports
Auto Dealers
Publications / Presentations
Select Linked Articles
01 | 01 | 2011 Transworld Business
Preparing For an Exit - Succession Planning
03 | 29 | 2010 San Diego Business Journal
Estate Planning for the Business Owner
All Authored Works
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, Part I: Planning for Succession at Death" - San Diego Business Journal - Wealth Management & Succession Planning Supplement: "Restoring the Legacy" - March 29, 2010.
Co-Author, "Estate Planning for the Business Owner, Part II: Lifetime Transfers" - San Diego Business Journal -Wealth Management & Succession Planning Supplement: "Restoring the Legacy" - March 29, 2010.
"Heggstad Petitions- A Practitioner's Guide" - Trusts and Estates Quarterly - Vol. 14, Issue 3 - Fall 2008.
Presentations
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, California - October 8, 2004.
Guest Lecturer: "The Marital Deduction" - Federal Estate and Gift Tax Class - California Western School of Law - November 7, 2003.