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About me

Mr. Sullivan has practiced in the fields of probate, estate planning, trust administration, business planning and transactions, and related tax matters for more than 40 years. In 1994-95, he served as Chairman of the California State Bar’s Estate Planning, Trust and Probate Law Section, an association of some 4,000 estate planning attorneys and probate judges. Mr. Sullivan has worked with lawmakers, academics and judges to advance legislative proposals for informal administration of decedents’ estates. He has been certified by The State Bar of California Board of Legal Specialization both as a specialist in Estate Planning, Trust and Probate Law and as a specialist in Taxation Law.


Practice areas


  1. Estate Planning: 80%
  2. Tax: 20%

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Contact info

McCormick, Barstow, Sheppard, Wayte & Carruth, LLP

5 River Park Pl E
Fresno, CA, 93720


We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
Northern California Super LawyerLaw & Politics Magazine2011
Northern California Super LawyerLaw & Politics Magazine2010
Northern California Super LawyerLaw & Politics Magazine2009
Northern California Super LawyerLaw & Politics Magazine2008
Northern California Super LawyerLaw & Politics Magazine2007
Northern California Super LawyerLaw & Politics Magazine2006
Editor-in-ChiefUSF Law ReviewN/A
Work experience
TitleCompany nameDuration
PartnerMcCormick Barstow, LLP1993 - Present
Association namePosition nameDuration
California Board of Legal Specialization, California Taxation Law Advisory CommissionMember1988 - 1989
State Bar of California, Trusts and Estates SectionExecutive Committee Member1985 - 1995
Fresno Estate Planning CouncilPast President1982 - 1983
State Bar of CaliforniaMember1967 - Present
American College of Trust and Estate CounselFellowN/A
International Academy of Estate and Trust LawAcademicianN/A
California Board of Legal SpecializationCertified Specialist in Estate Planning, Trust and Probate LawN/A
California Board of Legal SpecializationCertified Specialist in Taxation LawN/A
Legal cases
Case nameOutcome
Dorothy Schwartz Rojas v. Commissioner 90 TC 1090, aff'd 901 F2d 801N/A
Edmond's of Fresno v. MacDonald Group, Ltd. (1985) 171 Cal.App.3rd 598, 217 Cal. Rptr. 375N/A
Dyer v. California (Fifth District Court of Appeal, 3/3/08)N/A
See all legal cases 
Publication nameTitleDate
Course OutlineCEB Impact of California's Probate Code ReformN/A
Course OutlinePrograms on The Tax Reform Act of 1986N/A
Course Materials, California CEBPlanning the Small EstateN/A
AnalysisInformal Decedent Estate Administration in CaliforniaN/A
Course Materials, USC Institute on Federal TaxationNew Section 2033A, A Senator's Dream or An Attorney's Nightmare?N/A
Course Outline, The Southern California Tax & Estate Planning ForumThe Qualified Family-Owned Business Exclusion: New Section 2033AN/A
School nameMajorDegreeGraduated
University of San Francisco School of LawLawJD - Juris Doctor1967
University of California - BerkeleyN/ABS - Bachelor of Science1964
Speaking engagements
Conference nameTitleDate
Educational ProgramProposal for the Enactment of Informal Administration of Decedents' Estates in CaliforniaN/A
Educational ProgramEstate Planning, Probate and Trust Law Section Eighteenth Annual Program, Effective Client Communication in Estate PlanningN/A
Educational ProgramPlanning the Small EstateN/A
Educational ProgramRecent Developments in Estate Planning and AdministrationN/A
Educational ProgramThe Taxation of Trusts and Estates after TRA 1986N/A
Educational ProgramProbating an Estate in an Environment of a Changing Probate Code (Moderator)N/A