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Greenberg Traurig, LLPShare Holder
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Rebecca Lynne O'Toole

5.0
11 reviews

12760 High Bluff Dr., Ste. 240, San Diego, CA 92130

Private Wealth Services, Tax, Tax & Business Group and 5 more

About Rebecca Lynne O'Toole

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

 

Rebecca Lynne O'Toole (San Diego, California) View website

Awards

AV Preeminent Peer Rated
This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.
Martindale-Hubbell Peer AV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Rebecca Lynne O'Toole got this award in 2021

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

Reviews for Rebecca

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Overall Rating
5.0
See All Reviews
11
Lawyers.com
Not yet reviewed
5.0
Martindale
11
Avvo
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Services

Areas of Law

  • Trusts and Estates 1
    • Estate Planning
  • Other 7
    • Private Wealth Services
    • Tax
    • Tax & Business Group
    • Business Succession Planning
    • Charitable Planning & Foundations
    • Estate Planning/Trust & Estate Administration
    • Family Office Services

Practice Details

  • Firm Information
    Position
    Shareholder
    Firm Name
    Greenberg Traurig, LLP
  • Representative Cases & Transactions
    Cases
    Experience: Professional Certifications: Certified Specialist, 'Estate Planning, Trust & Probate Law,' The State Bar of California Board of Legal Specialization, 2016-Current
  • Additional Links
    https://www.gtlaw.com/en/professionals/o/otoole-rebecca

Experience

  • Bar Admission & Memberships
    Admissions
    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

  • Education & Certifications
    Law School
    University of San Diego School of Law
    Class of 2006
    J.D.
    cum laude; Order of the Coif
    Other Education
    University of Arizona
    Class of 2001
    B.A.
    cum laude

Contact Rebecca Lynne O'Toole

Share Holder at Greenberg Traurig, LLP
5.0
11 reviews

12760 High Bluff Dr., Ste. 240San Diego, CA 92130U.S.A.

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Fax: 949-732-6501
858-756-3012
858-759-3012

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Attorneys FAQs

  • What year was this attorney first admitted to the bar?
    Rebecca Lynne O'Toole was admitted in 2006 to the State of California.
  • How many attorneys are in this law firm?
    Greenberg Traurig, LLP has 2750 attorneys at this location.
  • What law school did this attorney attend?
    Rebecca Lynne O'Toole attended University of San Diego School of Law.
  • What year was this attorney's law firm established?
    Greenberg Traurig, LLP was established in 1967.

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