概述
Mary Ann Mancini's practice focuses on advising high net worth families and individuals who reside in the United States and internationally. Her clients include leaders of Fortune 100 companies and their families, as well as families whose wealth is more privately held and, in many cases, based on real estate ownership.
Mary Ann counsels her clients on all matters that affect their estates, including the structuring and formation of entities, the creation of irrevocable “dynasty” trusts, tax planning for families and the entities they own, and the protection and preservation of their assets.
Mary Ann is also experienced in succession and estate planning for closely-held business owners. She is a nationally recognized expert in techniques that utilize life insurance in estate and business plans, such as insurance trusts, split dollar and deferred compensation arrangements, and life settlements. Mary Ann represents fiduciaries and beneficiaries in trust and estate matters before the Internal Revenue Service and in administration and litigation matters, and works with many private trust companies, family offices, and national and international bank trust departments.
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Vie International Financial Services Ltd: "Lifetime + Wealth Protection Conference"
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Southern Federal Tax Institute: “What’s New, What’s Different, and What’s The Same in Split-Dollar?”
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Motion Picture & Television Fund: “Private Placement Life Insurance”
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56th Annual Heckerling Institute on Estate Planning: “Private Placement Life Insurance – It Ain’t Private Any More”
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54th Annual Heckerling Institute on Estate Planning: “Transfer Taxation of Life Insurance”
教育背景
- 佐治亚城大学, 法学硕士
- The Catholic University of America, Columbus School of Law, 法学博士
- Washington College, 文学学士
执业资格
- 哥伦比亚特区
承认
- Named "Top Wealth Advisor" in 2023 Hall of Fame, The Washingtonian (2023)
- Received highest ranking in Chambers High Net Worth Guide in National Private Wealth Law, Life Insurance Specialists (2019-2024)
- Named in Chambers High Net Worth Guide in USA Nationwide Private Wealth Law: Eastern Region and Washington, DC, Private Wealth Law (2020-2024)
- Named “Top Lawyer” in Trusts and Estates, The Washingtonian (2011-2013, 2020)
- Highest "AV Preeminent (5 out of 5)" Professional Rating, Martindale-Hubbell Law Directory
- Named "Best Lawyer" in Trusts and Estates Law, The Best Lawyers in America (2006-2025), and recognized among "Women of Influence" by Best Lawyers (2015-2017), published by Woodward White, Inc.
- Named in Chambers USA, America's Leading Lawyers for Business, in National Wealth Management (2013-2016, 2018)
- Named "Washington, DC Super Lawyer" in Estate Planning & Probate, Tax, and Business/Corporate by Thomson Reuters (2007-2024); Listed among the Top 50 Women "Washington, DC Super Lawyers" (2013-2014)
- Recognized as one of Washington’s "Legal Elite" by Washington SmartCEO magazine
- Named "Outstanding Practitioner" in Trusts and Estates law, Guide to the World's Leading Women in Business Law, 2nd Edition
- Named in "Big Guns: Washington’s Top 800 Lawyers," Washingtonian.com
- The Washingtonian magazine – Top estate and trust attorneys
联系
- Member, Insurance Committee of the T&E Editorial Advisory Board for Wealthmanagement.com
- Member, Advisory Committee for the Heckerling Institute on Estate Planning
- Millhiser Professor of Practice, Washington & Lee University School of Law (2018-2021), "A Practicum on Tax Planning for the Closely-Held Business Owner"
- Member, American Bar Association; Tax Section, Council Director, Tax Section Council, Past Chair, Fiduciary Income Tax Committee of the Taxation Section
- Fellow, American College of Trust and Estate Counsel; Past Chair, Fiduciary Income Tax Committee; Member, Board of Regents
- Member, District of Columbia Bar Association; Past Member, Steering Committee of the Estates, Trusts and Probate Section; Past Chair, Estate Planning Committee of the Taxation Section
- Member, Washington, DC Estate Planning Council
- Member, International Women’s Forum, Washington, D.C. Chapter
- Adjunct Professor, Georgetown University Law Center
- Adjunct Professor, Washington & Lee University School of Law (2004-2006)