Rebecca Lynne O'Toole

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Attorney Awards
  • Martindale-Hubbell Peer AV Preeminent Rating
About Attorney Awards

Biography

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

Recognition & Leadership

Awards & Accolades

•Listed, The Best Lawyers in America, Trusts and Estates, 2023-2026
•Listed, Super Lawyers magazine,
•“Super Lawyers”, 2022-2024, 2026
•“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

See more ›

Areas of Practice (8)

  • Private Wealth Services
  • Tax
  • Tax & Business Group
  • Business Succession Planning
  • Estate Planning
  • Charitable Planning & Foundations
  • Estate Planning/Trust & Estate Administration
  • Family Office Services

Education & Credentials

University Attended:
University of Arizona, B.A., cum laude, 2001
Law School Attended:
University of San Diego School of Law, J.D., cum laude; Order of the Coif, 2006
Year of First Admission:
2006
Admission:
2006, California
Memberships:

Professional & Community Involvement

•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

Reported Cases:
Experience: Professional Certifications: Certified Specialist, 'Estate Planning, Trust & Probate Law,' The State Bar of California Board of Legal Specialization, 2016-Current;
ISLN:
919156430

Peer Reviews

5.0/5.0 (11 reviews)
Martindale-Hubbell® AV Preeminent Rating Badge

  • Legal Knowledge

    5.0/5.0

  • Analytical Capability

    5.0/5.0

  • Judgment

    5.0/5.0

  • Communication

    5.0/5.0

  • Legal Experience

    5.0/5.0
Peer reviews submitted prior to 2008 are not displayed.

Client Reviews Write a Review

Location

Contact Rebecca Lynne O'Toole

Contact Information:

619-848-8023  Phone

949-732-6501  Fax

858-756-3012  Fax

858-759-3012  Fax

www.gtlaw.com/en/professionals/o/otoole-rebecca

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