Mary K. deLeo is a Shareholder in the Trusts & Estates practice group with the Law Firm Weintraub Tobin in Sacramento, California.
Her practice focuses on trust and estate litigation, trust and estate administration, conservatorships, fiduciary representation, special needs trust administration, and planning for incapacity.
Mary has successfully represented clients in trust and probate litigation controversies, including trust and will contests, beneficiary/trustee disputes, fiduciary abuse claims, accounting issues, financial elder abuse claims, and a wide variety of both contested and uncontested trust and probate litigation matters. She also represents clients in administering probates and trusts.
Mary received her J.D. degree, summa cum laude, from Western State University College of Law. Mary is a past chair of the Trust and Estates Section of the California Lawyer’s Association (TEXCOM), where she also previously served as co-chair of the Legislation Subcommittee and as co-editor-in-chief of the Trusts and Estates Quarterly. She is also a past co-chair of TEXCOM’s Education Committee and past co-chair of their Incapacity Committee. Mary was appointed as vice-chair of TEXCOM for the 2022 year and was appointed to and presently serves on the Judicial Council of California Probate and Mental Health Advisory Committee, which makes recommendations to the Judicial Council of California for improving the administration of justice in probate matters involving mental health and developmental disability issues. She recently was elected to membership in the American College of Trust and Estate Counsel (ACTEC). She is a past chair of the Estate and Gift Tax Committee of the Taxation Section of the California State Bar and a past chair of the Probate and Estate Planning Section of the Sacramento County Bar Association.
Mary is a member of the Trusts and Estates and Taxation Sections of the California Lawyers Association, the Sacramento County Bar Association, the National Academy of Elder Law Attorneys, and the Sacramento Estate Planning Council. She has authored and co-authored a number of articles regarding trusts and estates issues. She regularly speaks to both lay groups and legal practitioners on various topics relating to trust and probate law.
American College of Trust and Estate Counsel (ACTEC)
Fellow
Judicial Council of California Probate and Mental Health Advisory Committee
Member
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
Trust and Estates Executive Committee (“TEXCOM”), California Lawyers Association
Former Chair
Awards
Best Lawyers in America®, 2024 (Litigation – Trusts and Estates)
Northern California Super Lawyers, 2020, 2022, 2023
J.D., Western State University, College of Law, 1999
From May 4-7, 2022, the Professional Fiduciary Association of California (PFAC) hosted its 27th Annual Educational Conference at the Disneyland Resort in Anaheim, CA. Weintraub Trusts & Estates attorneys Edward J. Corey, Jr., Mary deLeo, Daniel C. Kim, and Gary D. Rothstein presented on the topic of Litigation and the…
On March 17, 2022, the Professional Fiduciary Association’s Sacramento Chapter held a meeting titled “Recent and Proposed Developments in Conservatorship Law,” led by Weintraub attorney Mary deLeo. The presentation covered proposed developments in conservatorship law, including updates to the disposition of property, care plans, and sale of personal property.
On October 28, 2021, the Professional Fiduciary Association’s Sacramento Chapter held a meeting titled “Best Practices for Fiduciaries,” led by Weintraub attorney Mary deLeo. Attorneys Carlena Tapella was a presenter. The presentation covered the best practices for fiduciaries to follow in fulfilling fiduciary obligations as trustees, conservators, and agents. Highlights included…
Summary of Program As a fiduciary, you may think that all of your communications with your attorney are confidential. While communications between an attorney and his or her client are generally protected by the attorney-client privilege, in the trustee context, it is the office of the trustee, not the individual…
Location: Julia Morgan Ballroom at the Merchants Exchange465 California StreetSan Francisco, CA 94104 Topics include: Ethics: To Tweet or Not? Ethics in Social MediaAnnual Estate and Gift Tax Conference The speaker will focus on the ethical issues facing practitioners with so many on-line tools. She will address the issues when using…
A Seminar for Fiduciaries Summary of ProgramJoin the attorneys from Weintraub Tobin’s Trusts and Estates Group as they discuss the important legal and practical implications for trustees arising from the recent California Supreme Court decision in the Estate of Giraldin. Program Highlights You thought you knew to whom your fiduciary…
Weintraub Tobin is pleased to announce that 25 of its attorneys have been recognized in the 2024 edition of The Best Lawyers in America®, and eight attorneys have been named to the 2024 edition of the Best Lawyers: Ones to Watch in America. Three attorneys have also named “Lawyer of…
Weintraub Tobin is pleased to announce that 47 of the Firm’s attorneys have been selected to the 2023 Northern California Super Lawyers® and Rising Star lists. These lists, selected annually on a state-by-state basis, recognize outstanding attorneys who have attained a high degree of peer recognition and professional achievement in…
Weintraub Tobin is pleased to announce that 37 of its attorneys have been recognized on the 2022 Northern California Super Lawyers® and Rising Stars lists. Several Weintraub attorneys also received special recognition on Super Lawyers “Top” lists, including six attorneys named to the Sacramento Top 25 Super Lawyers (Gary L.…
SACRAMENTO, CA (September 26, 2021) – Weintraub Tobin, a leading California full-service law firm, is pleased to announce that attorney Mary K. deLeo has been appointed Vice Chair of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association, commonly known as TEXCOM. Comprised of 35…
Weintraub Tobin is pleased to announce that 38 of its attorneys have been included on the 2021 Super Lawyers and Rising Star lists for outstanding attorneys in Northern California. In addition, 4 Weintraub Tobin attorneys received special recognition on Northern California and Sacramento “Top” lists. Weintraub attorneys represent 16 percent…
Weintraub Tobin is pleased to announce that 33 Weintraub Tobin attorneys have been included on the 2020 Super Lawyers and Rising Star lists for outstanding attorneys in Northern California. In addition, 5 Weintraub Tobin attorneys received special recognition on Northern California and Sacramento “Top” lists. Weintraub attorneys represent 20 percent of…
New shareholders Mary K. deLeo in Sacramento, Jeffrey B. Pietsch in San Francisco, and Jessica M. Marlow in Beverly Hills, were recognized by The Daily Journal for their recent promotions to shareholder.
SACRAMENTO (May 29, 2015) – Weintraub Tobin, one of California’s leading, full-service law firms, is pleased to announce that Mary deLeo, Jessica Marlow, and Jeffrey Pietsch have been promoted to shareholder. The attorney group represents clients in a range of practice areas and industry sectors. “We congratulate these new shareholders…
For a third year in a row, Weintraub Tobin is working to raise funds for cardiovascular diseases and stroke by partaking in the American Heart Association Heart Walk on Saturday, September 21 at William Land Park. Our attorneys and staff work hard during the summer months to gear up for…
Weintraub Tobin is excited to announce the launch of the Trusts and Estates Law Blog. The blog aspires to inform the general public and the professionals in the estate planning community, including fiduciaries, CPAs, and attorneys about: – Trusts and estates litigation- Estate planning- Elder law- Estate and gift tax-…
An essential aspect of estate planning is the Trustee, who will be tasked to carry out wishes. This is such an important role that potential Trustees are usually asked if they would be willing to take on the responsibility before being named in a Trust. Occasionally, however, Trustees are surprised…
Last month, my Weintraub colleagues and I had the pleasure of speaking at the Professional Fiduciary Association of California annual conference on the topic of the attorney-client privilege and its application to clients serving in a fiduciary capacity (trustee, executor, conservator, agent, etc.). Most people have a cursory understanding of what…
