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Rebecca O'Toole practices in the areas of estate planning, trust and estate administration, charitable giving, and the representation of tax-exempt organizations. Ms. O'Toole assists families and individuals with trust formation, implementing sophisticated estate and gift tax saving techniques, lifetime gifting, charitable planning, incapacity planning, intra-family transactions, and post-mortem trust and probate administration. Ms. O'Toole also assists clients in forming public charities and private foundations and obtaining tax exempt status, and advises tax-exempt organizations in their ongoing operations.
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Chat withState: California
Acquired: 2006
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6050 El Tordo, P.O. Box 2329, Rancho Santa Fe, CA, 92067
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2015
Rising Star, Super Lawyers
2015
San Diego Business Journal, Best of the Bar
2006
Alec L. Cory Pro Bono Award for Contributions to Pro Bono Causes, Alec L. Cory Pro Bono Award for Contributions to Pro Bono Causes
2006
Ralph Gano Miller Tax Award for Excellence in Taxation Law, University of San Diego School of Law
2012 - Present
Associate, McKenna Long & Aldridge
2006 - 2012
Associate, Luce Forward Hamilton & Scripps
2014 - Present
State Bar of California, Taxation SectionExecutive Committee
2013 - Present
Rady Children's Hospital Foundation Board of Trustees, Estates and Trusts CommitteeMember
2009 - 2012
State Bar of California, Taxation Section, Tax-Exempt Organizations CommitteeChair
2006
law
N/A
undergraduate
2015
Financial Preparedness: Seven Things Every Woman Needs to Know
2015
A Primer for Attorneys Serving on Nonprofit Boards
2015
Hot Topics in Estate Planning
2015
What Every Domestic Estate Planner Should Know About International Estate Planning
2013
English