Mary deLeo

Shareholder


Experience

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. She is a member of the Trusts and Estates Executive Committee (“TEXCOM”) of the California Lawyers Association, where she served as co-chair of the Legislation Committee for the past three years. She is a past co-editor-in-chief of the Trusts and Estates Quarterly, past co-chair of TEXCOM’s Education Committee, and past co-chair of their Incapacity Committee. She has been appointed as vice-chair of TEXCOM for the 2022 year. Mary also 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
Fellow

Judicial Council of California Probate and Mental Health Advisory Committee
Member

Trust and Estates Executive Committee (“TEXCOM”), California Lawyers Association
Vice-Chair

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

Weintraub Trusts & Estates Attorneys Present at the 27th Annual PFAC Educational Conference

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.

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Webinar: Recent and Proposed Developments in Conservatorship Law

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 attorneys Mary deLeo and Danielle Diebert. The presentation covered proposed developments in conservatorship law,

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Webinar: Best Practices for Fiduciaries

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 and Danielle Diebert were co-presenters.

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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,

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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.

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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.

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Mary K. deLeo Appointed Vice Chair of TEXCOM

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,

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35 Weintraub Attorneys Named to 2021 Northern California Super Lawyers and Rising Stars Lists; Firm Retains Highest Percentage of Sacramento Top 25 List

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,

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33 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 33 Weintraub Tobin attorneys have been included on the 2020 Super Lawyers and Rising Star lists for outstanding attorneys in Northern California.  In addition,

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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.

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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.

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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,

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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,

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So, You’re the Trustee of an Estate…Now What?

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.

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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,

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