Rebecca L. O'Toole

Partner | Rancho Santa Fe

Rebecca is a partner in the private client and tax team.

Rebecca practices in the areas of estate planning, trust and estate administration, charitable giving, and the representation of tax-exempt organizations. She focuses on wealth transfers for successful families, sophisticated estate and gift tax saving techniques, charitable planned giving, business succession planning, complex probate and trust administrations, and resolving estate and gift tax audits. She also regularly represents tax-exempt organizations in formation, organizational, and operational issues.

Rebecca is a Certified Specialist in Estate Planning, Trust & Probate Law by The State Bar of California Board of Legal Specialization. She is also a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a former member of the Executive Committee of the Taxation Section of the State Bar of California.

Rebecca has a Martindale-Hubbell® AV rating. She has also been named a Super Lawyer Rising Star since 2015 and has been ranked in The Daily Transcript: San Diego County Top Attorneys.

Secretary Melissa Burgos

Admissions

Publications

Memberships

Talks

State of California, 2006

‘Regulation of Fundraising’ (Chapter 13, 2d Edition) (Chapter 14, 3d Edition); Advising California Nonprofit Corporations’ (CEB), co-author

‘Treasury Makes Waves with New Valuation Discount Proposals’, Tax Notes, Volume 153, Number 1 - October 2016, author

‘How Community Property States Are Different’, Barron’s Penta Daily - June 2016, quoted

The American College of Trust and Estate Counsel, Fellow

Rady Children’s Hospital Foundation, Executive Committee

North County Estate Planning Council

‘Legal Risk Management for Advocacy Nonprofits in a Time of National Change’, ABA 2018 Equal Justice Conference

‘Estate Planning Under the Tax Cuts and Jobs Act’, MINT Society, Rancho Santa Fe

‘Implications of the Tax Cuts and Jobs Act’, Rancho Santa Fe Library Guild, February 2018

Education


Languages


  • English

Dates


Joined

2015
Partner

2016

Recognition


Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

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