Rebecca O'Toole, Esq. & Jennifer McGibbons
Please join us for our first in-person meeting of the new year! We will be meeting on January 18, 2023 at the Omni Hotel in San Francisco at 5:00 pm for a social hour with hors d’oeuvres and cocktails, followed by our featured speakers, Rebecca O'Toole, Esq. and Jennifer McGibbons at 6:00 pm.
Blended families can face complex estate-planning challenges. Individuals in blended families typically want to provide for the new spouse as well as the children from the previous marriage, and this can lead to conflict and strife if not handled properly. The presenters will share their experiences about issues that can arise in planning for a blended family and present strategies to minimize conflict and maximize family contentment with the estate plan.
Jennifer McGibbons is a founding partner of Sullivan, McGibbons, Crickard & Associates, LLP in San Diego, California. Jennifer’s practice is focused in the areas of estate planning, trust and estate administration, probate, and charitable planning. She has extensive experience in estate planning for individuals and families, including trust formation, charitable giving, transfer tax planning, incapacity planning, intra-family transactions, and trust and probate administrations.
Rebecca O'Toole 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.
