Mary K. deLeo

Shareholder

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Experience

Mary K. deLeo is a Shareholder with the law firm of Weintraub TobinĀ  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 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.

Education

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

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News

Affiliations

State Bar of California, Taxation and Trust and Estates Sections
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Sacramento County Bar Association, Probate and Estate Planning Section
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National Academy of Elder Law Attorneys (NAELA)
Member

Sacramento Estate Planning Council (SEPC)
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Meritas, Sacramento
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