Event Details

Event Details | Alumni Network | UCLA Anderson School of Management

Estate Planning for Anderson Alumni
Tuesday, November 1, 2016
5:30 PM - 7:30 PM
Apollonia Greek Bistro at Costa Verde Shopping Center (map )
8650 Genesee Ave. #106, San Diego, CA

Registration
Ticket TypeRegularRegistration
Alumni:$20.00BUY TICKET
Student:$20.00BUY TICKET
Others:$20.00BUY TICKET

Spaces Available: 39 - See Who’s Coming
Contact: Grace Chui-Miller


Is your estate plan in order? Have you considered what you would like done after you pass? How do you want your kids raised? Who will have custody?

Come and learn some of the basics with renowned estate attorney, Philip Sullivan. This will be a great opportunity to ask questions. He has over 20 years of estate planning experience at Luce Forward Hamilton & Scripps; Henderson, Chaverly, Plum and Charney and most recently, his own firm Sullivan, McGibbons & Associates.

Read his bio here: https://www.smalawsd.com/bios/philip-j-sullivan/

Appetizers and cocktails will be provided.

About Philip J. Sullivan

Philip J. Sullivan is a partner of Sullivan, McGibbons & Associates LLP. Mr. Sullivan’s practice involves the representation of clients in estate planning, estate and trust administration, probate, estate and gift tax audits, and charitable planning.

Mr. Sullivan has been recognized as a California “Super Lawyer” by Super Lawyers® magazine in the area of estate planning. Mr. Sullivan also has received the highest possible rating in both legal ability and ethical standards (“AV Preeminent”) from the Martindale Hubbell® peer review rating service. He is also a founding Board Member of the North County Estate Planning Council.

Mr. Sullivan is a Fellow of the American College of Trust and Estate Counsel “ACTEC” and a Certified Specialist in Estate Planning, Probate and Trust Law (California State Bar Board of Legal Specialization). Mr. Sullivan is a Member of the San Diego County Bar Association (Estate Planning and Probate Section), and the State Bar of California. He is an Adjunct Professor and Lecturer at the California Western School of Law and the University of San Diego School of Law. He is a frequent lecturer on estate and trust topics and has presented for ALI-ABA, NBI and CEB.

Mr. Sullivan is admitted to practice law in California and Pennsylvania. He received his law degree, cum laude, from Villanova University Law School in 1988, and his Master in Taxation from New York University School of Law in 1995. He obtained his undergraduate degree in Accounting from Seton Hall University in 1985, where he graduated magna cum laude.


 

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