Join us for our Member Meeting
June 24, 2020
12:00pm to 1:00pm
Planning for Families Complicated by Divorce,
Re-Marriage, Step-Progeny, and Dysfunction
Rebecca O’Toole, Withers Worldwide
and
Jennifer McGibbons, Sullivan McGibbons & Associates

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.

Jennifer M. McGibbons is a partner of Sullivan, McGibbons & Associates LLP. Ms. McGibbons provides the Firm’s clients advice in the areas of estate planning, estate and trust administration, probate, charitable planning, and the creation and administration of private family foundations. Ms. McGibbons is admitted to practice law in California and received her law degree from the University of San Diego School of Law in 2001. She received her undergraduate degree from Cornell University in 1995. Ms. McGibbons is a member of the California State Bar Association (Trusts & Estates Section), the San Diego County Bar Association, and the North County Estate Planning Council. Ms. McGibbons is also a member of the Estates and Trusts Executive Committee through Rady Children’s Hospital Foundation.
Ms. McGibbons is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. Ms. McGibbons has been recognized as a California “Super Lawyer” by Super Lawyers® magazine in the area of estate planning. Ms. McGibbons has also received the rating of AV Preeminent from the Martindale Hubbell® peer review rating service. Ms. McGibbons was listed in the San Diego Business Journal’s 2015 Best of the Bar and was selected as a San Diego County Top Attorney in Estate Planning/Probate & Trust/Tax in The San Diego Daily Transcript. She is a lecturer on estate and trust topics and has presented for North County Estate Planning Council and CEB. Prior to joining Sullivan, McGibbons & Associates LLP, Ms. McGibbons was a Partner at Henderson, Caverly, Pum & Charney LLP, in San Diego, and an associate in the Family Wealth and Exempt Organizations Practice Group at Luce, Forward, Hamilton & Scripps LLP, in San Diego.
Compliant/Refund Resolution Policy:
For more information regarding administrative policies such as complaints and refunds, please contact Greg Custer or other Board Members of STEP Orange County.
Greg Custer: (949) 216-2202
Prerequisites and Program Content:
There are no prerequisite education or prior experience needed for any of STEP Orange County’s meetings or events. All sponsored events are relevant learning objectives to assist in the continuing education for MCLE and CPE. All levels are encouraged to participate and all participants will take away knowledge regarding the subject matter. There is also no advanced preparation needed for any of the meetings or events.
STEP Orange County is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsored may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org