Mary K. deLeo

Shareholder

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Education

Experience

Mary K. deLeo is a Shareholder with the law firm of Weintraub Tobin  Chediak Coleman Grodin Law Corporation in Sacramento, California. Her practice focuses on trust and estate litigation, estate planning, trust and estate administration, conservatorships, fiduciary representation, special needs trust planning and administration, planning for incapacity, Medi-Cal planning, and elder law.

In addition to estate planning for both small and large-size estates, Mary has successfully represented clients in trust and probate litigation controversies, including trust and will contests, beneficiary/trustee disputes, fiduciary abuse claims, accounting issues, and elder abuse claims. She has also successfully assisted clients with public benefit eligibility issues, including defending a $3 million special needs trust from disqualification by the U.S. Social Security Administration.

Mary received her J.D. degree, summa cum laude, from Western State University College of Law. She is a past chair of the Estate and Gift Tax Committee of the Taxation Section of the California State Bar and currently serves as a volunteer member of the Incapacity Committee, Trusts and Estates Administration Committee, and Ethics Committee of the Trusts and Estates Section of the California State Bar. She is also vice-chair of the Probate and Estate Planning Section of the Sacramento County Bar Association. She is a member of the Trusts and Estates and Taxation Sections of the California State Bar, the Sacramento County Bar Association, the National Academy of Elder Law Attorneys, and the Sacramento Estate Planning Council.

Education

J.D., Western State University, College of Law, 1999

Affiliations

State Bar of California, Taxation and Trust and Estates Sections
Member

Sacramento County Bar Association, Probate and Estate Planning Section
Member

National Academy of Elder Law Attorneys (NAELA)
Member

Sacramento Estate Planning Council (SEPC)
Member

Meritas, Sacramento
Member