Martin W. O
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Martin W. O'Toole

Listed in Best Lawyers since 1995
Phone: 585-231-1103

Marty O’Toole is a member of the firm’s Trusts & Estates Group, which does estate, succession, and transition planning for owners and principals of closely held businesses and high-net-worth individuals, including:

  • Estate tax reduction strategies and techniques
  • Charitable planning
  • Transition planning for closely held businesses, including buy-sell agreements
  • Use of trusts to leverage transfer tax credits, deductions, and exclusions
  • Estate-planning issues with qualified plan benefits and IRAs
  • Life insurance trusts
  • Split-dollar arrangements
  • Transfers of corporate-owned insurance to fund buy-sell agreements
  • Generation-skipping planning
He also represents clients before the Internal Revenue Service on transfer tax controversies. Before entering law school, Marty worked as a systems analyst, and later as a pension analyst, for a large New England insurance company.

Office Location

1600 Bausch & Lomb Place
Rochester, NY 14604
United States

Lawyer of the Year Awards

2011 Lawyer of the Year in Trusts and Estates of the Rochester-NY Metro Area
Martin W. O'Toole has earned a Lawyer of the Year award for 2011!

Practice Areas

Trusts and Estates