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Rebecca O’Toole’s practice focuses on all aspects of estate, income, gift, and generation-skipping tax planning for high-net-worth families and individuals. She guides families and individuals through all stages of estate planning, from design to implementation, and works diligently to help clients create a plan that meets all of their tax and non-tax objectives.

Rebecca’s practice also involves virtually all aspects of estate and trust administration, sophisticated trust modification and migration strategies, and helping clients achieve their philanthropic objectives through charitable planning.

Rebecca is a fellow of the American College of Trust and Estate Counsel (ACTEC) and is a Certified Specialist in Estate Planning, Trust & Probate Law by The State Bar of California Board of Legal Specialization.

Concentrations

  • Multigenerational wealth transfer planning
  • Business succession planning
  • Trust and estate administration
  • Trust modification/decanting
  • Federal and state income taxation of trusts
  • Negotiation and preparation of marital agreements, including prenuptial and postnuptial agreements
  • Establishment and operation of private and public charitable organizations, including family foundations

Expertise

Erfahrung

  • Certified Specialist, “Estate Planning, Trust & Probate Law,” The State Bar of California Board of Legal Specialization, 2016-Current

Anerkennung durch den Markt

  • Listed, The Best Lawyers in America, Trusts and Estates, 2023-2025
  • Listed, Super Lawyers magazine,
    • “Super Lawyers”, 2022-2024
    • “Rising Stars” 2015-2018
  • Listed, San Diego Top Lawyers, San Diego Magazine
  • Listed, Best of the Bar, San Diego Business Journal
  • Rated, AV Preeminent® 5.0 out of 5.0

°AV®, AV Preeminent®, Martindale-Hubbell DistinguishedSM and Martindale-Hubbell NotableSM are certification marks used under license in accordance with the Martindale-Hubbell® certification procedures, standards and policies.

  • Fellow, American College of Trust and Estate Counsel (ACTEC), 2019- Present
  • Cambridge Forum, Private Wealth Law 2022-2024
  • Member, California Lawyers Association (formerly State Bar of California), 2006-Present
    • Executive Committee, 2014-2017
    • Chair, Nonprofit Organizations Committee, 2013
  • Member, North County Estate Planning Council
  • Member, San Diego County Bar Association, Trusts and Estate and Taxation Sections
  • Member, Executive Committee, Rady Children’s Hospital Foundation
  • Member, Professional Advisor Council, Rancho Santa Fe Foundation

Ausbildung

Akademische Ausbildung
  • J.D., cum laude, University of San Diego School of Law
    • Order of the Coif
  • B.A., cum laude, University of Arizona
Zulassung
  • California

Related Capabilities

Stiftungen und Vermögensverwaltung Steuerrecht Tax & Business Group Business Succession Planning Charitable Planning & Foundations Estate Planning/Trust & Estate Administration Family Office Services