Mary Lee Moseley

Mary Lee Moseley has devoted her career to designing sophisticated estate planning strategies, and trust and estate administration. Serving as a trusted adviser for more than 35 years, clients come to Mary Lee because of her high level of service, good judgment, and deep knowledge.

Mary Lee advises clients on complex estate planning, estate and trust administration, IRS gift and estate tax audits, charitable planning, and private foundations. Before joining the firm, she served for 16 years as a director with Deloitte Tax, LLP's Estate, Gift, and Trust Tax Practice, where she was responsible for the planning and implementation of transfer tax strategies for high-net-worth individuals and the administration of complex estates.

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California