Mary deLeo

Shareholder


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.

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 also does estate planning for both small and large-size estates, including special needs trusts.

Mary received her J.D. degree, summa cum laude, from Western State University College of Law. She is a member of the Trusts and Estates Executive Committee of the California Lawyers Association, where she serves as Co-Chair of the Legislation Committee, Vice-Chair of the Incapacity Committee, and Co-Executive Editor of the Trusts and Estates Quarterly. 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. She 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 and regularly speaks to both lay groups and legal practitioners on a variety of topics relating to trust and probate law.

American College of Trust and Estate Counsel
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

Awards

Northern California Super Lawyers, 2020

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

Here Today, Gone Tomorrow: A Fiduciary’s Guide to the Attorney-Client Privilege

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,

Read More

The Twenty-Third Annual Estate & Gift Tax Conference

  Location: Julia Morgan Ballroom at the Merchants Exchange 465 California Street San Francisco, CA  94104   Topics include: Ethics:  To Tweet or Not? Ethics in Social Media Annual Estate and Gift Tax Conference The speaker will focus on the ethical issues facing practitioners with so many on-line tools.

Read More

Managing Risk: How To Protect Yourself In A Post-Giraldin World

A Seminar for Fiduciaries Summary of Program Join 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.

Read More

36 Weintraub Tobin Attorneys Named to 2020 Northern California Super Lawyers and Rising Stars Lists; Retain Highest Percentage of Sacramento Top 25 List

Weintraub Tobin is pleased to announce that 36 Weintraub Tobin attorneys have been included on the 2020 Super Lawyers and Rising Star lists for outstanding attorneys in Northern California.  In addition,

Read More

Weintraub Tobin Promotes Three to Shareholder

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.

Read More

Weintraub Tobin Elevates Three 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.

Read More

Weintraub Tobin Raises Money for American Heart Association

Heart Walk Logo 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,

Read More

Announcing Weintraub’s Trusts and Estates Law Blog

Trusts and Estates Blog Announcement2 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,

Read More

Focus on Fiduciaries: What Fiduciaries Need to Know About the Attorney-Client Privilege

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,

Read More