Rebecca L. O'Toole

Partner

  • Education: University of Arizona, cum laude, B.A. • University of San Diego School of Law, cum laude, Order of the Coif, J.D.
  • Admitted: 2006, State of CA
  • Year joined: 2015
  • Year became partner: 2016

Overview

Rebecca practices in the areas of estate planning, trust and estate administration, charitable giving, and the representation of tax-exempt organizations. She assists families and individuals with trust formation, charitable planning, incapacity planning, estate, gift and generation-skipping transfer tax, life insurance planning, intra-family transactions, and post-mortem trust and probate administration. Rebecca also assists clients in forming public charities and private foundations and obtaining tax exempt status, and advises tax-exempt organizations in their ongoing operations. 

Highlights

  • Martindale-Hubbell® AV Rating
  • Super Lawyers Rising Star in Estate Planning & Probate, 2015, 2016
  • Executive Committee, Taxation Section of the State Bar of California, 2014-Current 
  • Chair of the Taxation Section of the State Bar of California Annual Washington D.C. Delegation, 2017
  • Former Chair, Tax Exempt Organizations Committee of the Taxation Section of the State Bar of California, 2012-2013
  • Named “Best of the Bar” by San Diego Business Journal, 2015
  • Certified Specialist in Estate Planning, Trust & Probate Law, California Board of Legal Specialization

Civic Activities

  • Rady Children's Hospital Estates and Trusts Committee, Executive Committee Member 
  • Alzheimer’s Association San Diego, Former Member of the Board of Directors
  • LEAD San Diego, IMPACT San Diego Program

Publications and speaking engagements

  • Speaker, “Top 12 Troubling Topics that Impact Trust Administration – What Every Planner Should Address,” North County Estate Planning Council, Rancho Santa Fe, CA, March 2017.
  • Speaker, “QTIPS: A Necessary Item in the Repertoire,” State Bar of California, Annual Tax Policy Conference, San Diego, CA, October 2016.
  • Author, "Treasury Makes Waves with New Valuation Discount Proposals," Tax Notes, Volume 153, Number 1, October 2016.
  • Presenter, “A Primer for Attorneys Serving on Nonprofit Boards”, Napa County Bar Association, Napa, CA, September 2016.
  • Speaker, "The Win-Win of Charitable Planning With Non Cash Assets," California State Bar, Estate and Gift Tax Conference, San Francisco, CA, February 2016.
  • Presenter: “What Every Domestic Estate Planner Should Know About International Estate Planning”, California State Bar, Taxation Section Annual Meeting, San Diego, CA, November 2015.
  • Presenter, “A Primer for Attorneys Serving on Nonprofit Boards”, San Diego County Bar Association, San Diego, CA, September 2015.
  • Author, “California Now Requires that Public Charities Disclose “Significant Donor" Information to California Attorney General”, Withers Bergman Legal Alert, August 2015.
  • North County Estate Planning, “Hot Topics in Estate Planning” 2014-2017
  • Presenter, “Financial Preparedness: Seven Things Every Woman Needs to Know”, Rady Children’s Hospital 2015 Women’s Financial Symposium, February 2015.
  • Author, "How Much is “Almost All?”: The Case for Keeping the 'Math' in the Otherwise Mathematical Public Support Equation," Tax Notes Today, July 2013.
  • Speaker, "Understanding Charitable Lead Trusts: Considerations and Consequences," California State Bar Business Law Section's Nonprofit Organizations Committee Meeting, May 2013.
  • Delegate, Taxation Section of the State Bar of California Annual Washington D.C. Delegation, May 2013.
  • Speaker, "Trustee Duties and Trust Administration," Women's Financial Workshop, San Diego, California, October 2012.

 

Memberships

  • State Bar of California, Taxation Section
  • North County Estate Planning Council
  • State Bar of California, Trusts and Estates Section
  • San Diego County Bar Association, Trusts and Estates Section

On a personal note

Rebecca enjoys making memories with her children, beach vacations and family bike rides.

    

 

 

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