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 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. She is a Certified Specialist in Estate Planning, Trust & Probate Law by The State Bar of California Board of Legal Specialization, has been named a Super Lawyer Rising Star since 2015, and has achieved a Martindale-Hubbell® AV rating, among other recognitions.

Admissions

Publications

Memberships

Talks

State of California, 2006

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

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

Author, ‘California Now Requires that Public Charities Disclose "significant donor" Information to California Attorney General,’ Withers Bergman Legal Alert - August 2015

The American College of Trust and Estate Counsel, Fellow (2017- present)

Rady Children’s Hospital Foundation, Executive Committee (2014- present)

North County Estate Planning Council (2014- present)

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

‘Estate Planning Under the Tax Cuts and Jobs Act’, North County Estate Planning Council, February 2018

‘Top 12 Troubling Topics that Impact Trust Administration - What Every Planner Should Address,’ North County Estate Planning Council, Rancho Santa Fe, CA, March 2017

Education


Languages


  • English

Dates


Joined

2015
Partner

2016

Recognition


Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

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