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Robert L Sullivan Jr
About Robert
Biography
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
2
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in California for 58 years
State: California
Acquired: 1968
No misconduct found
Location
McCormick, Barstow, Sheppard, Wayte & Carruth, LLP
5 River Park Pl E, Fresno, CA, 93720
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Experience
Honors
2011
Northern California Super Lawyer, Law & Politics Magazine
2010
Northern California Super Lawyer, Law & Politics Magazine
2009
Northern California Super Lawyer, Law & Politics Magazine
2008
Northern California Super Lawyer, Law & Politics Magazine
2007
Northern California Super Lawyer, Law & Politics Magazine
2006
Northern California Super Lawyer, Law & Politics Magazine
N/A
Editor-in-Chief, USF Law Review
Work Experience
1993 - Present
Partner, McCormick Barstow, LLP
Associations
1967 - Present
State Bar of CaliforniaMember
American College of Trust and Estate Counsel
Fellow
International Academy of Estate and Trust Law
Academician
California Board of Legal Specialization
Certified Specialist in Estate Planning, Trust and Probate Law
California Board of Legal Specialization
Certified Specialist in Taxation Law
1988 - 1989
California Board of Legal Specialization, California Taxation Law Advisory CommissionMember
1985 - 1995
State Bar of California, Trusts and Estates SectionExecutive Committee Member
1982 - 1983
Fresno Estate Planning CouncilPast President
Sample of Legal Cases
Dorothy Schwartz Rojas v. Commissioner 90 TC 1090, aff'd 901 F2d 801
Edmond's of Fresno v. MacDonald Group, Ltd. (1985) 171 Cal.App.3rd 598, 217 Cal. Rptr. 375
Dyer v. California (Fifth District Court of Appeal, 3/3/08)
Education
1967
University of San Francisco School of Law
JD - Juris Doctor
1964
University of California - Berkeley
BS - Bachelor of Science
Speaking Engagements
N/A
Educational Program
Proposal for the Enactment of Informal Administration of Decedents' Estates in California
N/A
Educational Program
Estate Planning, Probate and Trust Law Section Eighteenth Annual Program, Effective Client Communication in Estate Planning
N/A
Educational Program
Planning the Small Estate
N/A
Educational Program
Recent Developments in Estate Planning and Administration
N/A
Educational Program
The Taxation of Trusts and Estates after TRA 1986
N/A
Educational Program
Probating an Estate in an Environment of a Changing Probate Code (Moderator)
Publications
N/A
Course Outline
CEB Impact of California's Probate Code Reform
N/A
Course Outline
Programs on The Tax Reform Act of 1986
N/A
Course Materials, California CEB
Planning the Small Estate
N/A
Analysis
Informal Decedent Estate Administration in California
N/A
Course Materials, USC Institute on Federal Taxation
New Section 2033A, A Senator's Dream or An Attorney's Nightmare?
N/A
Course Outline, The Southern California Tax & Estate Planning Forum
The Qualified Family-Owned Business Exclusion: New Section 2033A