Jeremy B. Crickard

JC
AV stamp icon
  • Partner, Regional Practice Group Leader (California) - US Trust, Estate and Charitable Planning Group at Withers Bergman LLP (417 Attorneys)
  • 101 West Broadway, Suite 1000, San Diego, CA 92101
    View Jeremy B. Crickard's other office locations
  • Peer Reviews

    4.9/5.0 (12)
  • Profile Visibility [ i ]
    • #28 in weekly profile views out of 15,393 Attorneys in San Diego, CA
    • #3,562 in weekly profile views out of 1,822,215 total attorneys Overall
Attorney Awards

Biography

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 nearly two decades 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 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 2015-2018, a Best Lawyer in Trusts and Estates in 2016-2018, and a Top Lawyer in San Diego by San Diego Magazine in 2013-2018, among other recognitions. He is a regular speaker and author on sophisticated estate planning and trust administration topics.

Dates

Joined
2015

Partner
2015

Talks

‘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

‘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

‘Planned Giving 201’ Make-A-Wish Foundation of America Development Conference. San Diego, CA, April 20, 2012

‘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

‘Directed Trusts - Dividing the Powers and Duties of the Traditional Trustee’ 33rd Annual UCLA /CEB Estate Planning Institute, Los Angeles, CA, May 14, 2011

‘Estate Planning and Administration, 26th Annual Recent Developments’ CEB Panel Presentation, San Diego, CA, January 14, 2011

‘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

‘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

Fundamentals of Estate Planning Practice.’ CEB Panel Presentation, Costa Mesa, CA, April 25-26, 2008

‘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.

Practical Estate Asset Management’ CEB Panel Presentation to the San Diego County Bar Association, October 21, 2006

‘The Marital Deduction’ Federal Estate and Gift Tax Class, California Western School of Law, October 20, 2006 (Guest Lecturer)

‘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

‘Recent Cases’ presentation for the Trusts and Estates Section of the San Diego County Bar Association, February 2005

‘Recent Developments’ Panel Presentation at the 77th Annual Meeting for the State Bar of California, Monterey, CA, October 8, 2004.

‘The Marital Deduction’ Federal Estate and Gift Tax Class, California Western School of Law, November 7, 2003 (Guest Lecturer)

Track record

Awards/Recognition

fellow of the American College of Trust and Estate Counsel

Martindale-Hubbell AV Rating

Certified Specialist in Estate Planning, Trust & Probate Law by The State Bar of California Board of Legal Specialization

Top 10: San Diego Super Lawyer (2017)

Top 50: San Diego Super Lawyers (2015-2018)

San Diego Super Lawyers 2013 - 2018 (Estate Planning & Probate)

Best Lawyers in Trusts and Estates (2016-2018)

San Diego Magazine: Top Lawyers in San Diego - 2013 - 2018

San Diego Metropolitan Magazine ’40 Under 40’ - 2012

The Daily Transcript: San Diego County Top Attorneys - 2011 (Estate Planning/Probate & Trust)

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

Areas of Practice (8)

  • Beneficiaries and heirs
  • High-net-worth individuals
  • Professional advisers
  • Owners and entrepreneurs
  • Families and family offices
  • Family businesses
  • Philanthropy
  • Trustees, executors and fiduciaries

Education & Credentials

Contact Information:
203-850-7787  Phone
858 400 1306  Phone
858 759 3013  Fax
www.withersworldwide.com/people/jeremy-b-crickard
University Attended:
Williams College, B.A., History, cum laude, 1996
Law School Attended:
University of Michigan Law School, J.D., cum laude, 2000
Year of First Admission:
2000
Admission:
2006, District of Columbia; 2000, California
Memberships:

Memberships

Bloomberg/BNA Estates, Gifts & Trusts Advisory Board

Executive Committee of the State Bar of California, Trusts and Estates Section: Chair (2014-2015), Member/Advisor (2007-2018)

State Bar of California, Trusts & Estates Section

North County Estate Planning Council - San Diego

San Diego County Bar Association

Make-A-Wish America Planned Giving Advisory Council

Make-A-Wish Foundation of San Diego - Past member of the Board of Directors and Treasurer

San Diego Bowl Game Association Committee

ISLN:
915104718

Peer Reviews

4.9/5.0 (12 reviews)
High ethical standing icon
A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.
  • Legal Knowledge

    5.0/5.0
  • Analytical Capability

    5.0/5.0
  • Judgment

    4.9/5.0
  • Communication

    4.9/5.0
  • Legal Experience

    4.8/5.0
  • 5.0/5.0 Rated by a Sole Practitioner on 03/07/11 in Trusts and Estates

    Jeremy is an excellent practitioner. I have known him for over 3 years as a member of the State Bar Trusts & Estates section Execution Committee.

    Jeremy is an excellent practitioner. I have known him for over 3 years as a member of the State Bar Trusts & Estates section Execution Committee. Read less

    Read less
  • 5.0/5.0 Rated by a Managing Partner on 03/01/11 in Estate Planning

    Jeremy Crickard is at the very top of his profession; serving on a the executive committee of themost prominent nationally recognized organziation for his peers of estate planners. He is head and shoulders ahead of 90% of the planners out there.

    Jeremy Crickard is at the very top of his profession; serving on a the executive committee of themost prominent nationally recognized organziation for his peers of estate planners. He is head and shoulders ahead of 90% of the planners out there. Read less

    Read less

*Peer Reviews provided before April 15, 2008 are not displayed.

Documents (2)

Documents by this lawyer on Martindale.com

San Diego, California

Contact Jeremy B. Crickard

Required Fields

Required Fields


By clicking on the "Submit" button, you agree to the Terms of Use, Supplemental Terms and Privacy Policy. You also consent to be contacted at the phone number you provided, including by autodials, text messages and/or pre-recorded calls, from Martindale and its affiliates and from or on behalf of attorneys you request or contact through this site. Consent is not a condition of purchase.

You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.