NEW YORK: T: (212) 697-1000
Experience
Mary Delman is a tax partner and co-leader of the Trust and Estates Practice with over 25 years of experience in public accounting. Mary specializes in all facets of wealth transfer planning, including estate, gift and generation-skipping transfer tax planning, charitable planning, fiduciary income taxes, foreign trust reporting, cross-border planning, and business succession planning. Her clients include high net worth individuals and corporate executives across various industries.
The scope of Mary's current work includes all phases of estate and gift tax planning, including advising multinational high net worth individuals and trustees, and advising closely-held business owners regarding wealth preservation strategies.
Prior to joining Citrin Cooperman, Mary was most recently a director of personal finance services at PricewaterhouseCoopers.
CREDENTIALS
Education
Bachelor of Science in Business, Skidmore College
Juris Doctor, New York Law School
Admitted to the New York Bar
Affiliations
Member, American Bar Association
Member, New York State Bar Association
Member, New York City Bar Association
WORK-LIFE BALANCE
Alumni Volunteer, Skidmore Fund, Skidmore College
Previous PTA Treasurer, William S Covert Elementary School
Get in touch with Mary T. D. Delman today.
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My goal is to be an integral part of a client’s planning and decision making process and to be their trusted advisor.
Get in touch with Mary T. D. Delman today.
Fill out the form below to get in direct contact with Mary T. D. Delman and start your personalized consultation journey.