Mary deLeo

Shareholder


Sacramento

916.558.6049

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, 2022-2024

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

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 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.

  • When: Mar 17, 2022
  • Where: Webinar

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 was a presenter. The presentation covered the best practices for fiduciaries to follow in fulfilling fiduciary obligations as trustees, conservators, and agents. Highlights included…

  • When: Oct 28, 2021
  • Where: Sacramento, CA

The Twenty-Third Annual Estate & Gift Tax Conference

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…

  • When: Feb 27, 2015

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

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…

  • When:

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, commonly known as TEXCOM. Comprised of 35…

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, 4 Weintraub Tobin attorneys received special recognition on Northern California and Sacramento “Top” lists. Weintraub attorneys represent 16 percent…

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, 5 Weintraub Tobin attorneys received special recognition on Northern California and Sacramento “Top” lists. Weintraub attorneys represent 20 percent of…

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. The attorney group represents clients in a range of practice areas and industry sectors. “We congratulate these new shareholders…

Weintraub Tobin Raises Money for American Heart Association

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…

Announcing Weintraub’s Trusts and Estates Law Blog

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-…