E-mail: dd@psh.com

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Ms. DiNardo advises individual clients, multiple generations of families and those with family offices how to preserve and protect assets for their intended beneficiaries. This important work includes lessening transfer taxes, both during lifetime and after death, with sophisticated planning techniques such as lifetime gifts to grantor trusts, the use of charitable trusts and private foundations, family limited partnerships, qualified personal residence trusts and private annuities. Ms. DiNardo counsels clients, both young and old, about the benefits of leveraging lifetime gifts including the efficient transfer and management of family compounds.

Ms. DiNardo has extensive experience in trust and estate administration, including many years within a major bank trust department. She guides executors and trustees through the maze of issues which impact fiduciaries in complex trust and estate matters such as avoiding probate, cy pres, the tax benefits of disclaimers and the disposition of jewelry, art and private collections. She advises individual and corporate fiduciaries, representing them in litigation and providing legal opinions, about the proper and prudent fulfillment of their duties including the establishment and maintenance of policies and procedures for risk management, asset management and administration, investment, diversification, conflict of interest and dispute resolution.

She assists business owners as they formulate succession plans and contemplate the transition of their business interests, whether by sale or gift. Ms. DiNardo helps these clients address the unique planning issues they face, including asset protection and the need for liquidity in the event of the incapacity and death of the business owner.

EDUCATION
Syracuse University College of Law, J.D., 1982

Providence College, B.A., 1978

PROFESSIONAL AFFILIATIONS
American Bar Association
Rhode Island Bar Association

REPRESENTATIVE PUBLICATIONS
“Estate Tax Legislation Activity at the State Level”
Partridge Snow & Hahn LLP Take Note E-news, May 2010

 

“IRS Issues Notice Allowing 2009 Deduction for “Bundled” Fiduciary Fees”
Partridge Snow & Hahn LLP Take Note E-news, April 2010

 

“Spendthrift Trust Assets Protected from Beneficiary’s Creditors”
Partridge Snow & Hahn LLP Take Note E-news, January 2010

 

“Effective Disclaimer of Anticipated Bequest by Beneficiary Saves the Day!”, Partridge Snow & Hahn LLP Take Note E-news, October 2009

“New Tax Law Benefits 401(k) Plan Beneficiaries”, Partridge Snow & Hahn LLP Client Alert, October 2009

“Executors and Estate Tax Return Preparers Get Final Guidance for Valuation of Split-Interest Gifts”, Partridge Snow & Hahn LLP Take Note E-news, April 2009

“You Can Save a Drowning Rat (We Mean GRAT!)”, Partridge Snow & Hahn LLP Take Note E-news, March 2009

REPRESENTATIVE SPEAKING ENGAGEMENTS
"What Every Charitable Beneficiary Should Know"
The Partnership for Philanthropic Planning of Rhode Island, 2010

“Helping Women Become (and Stay) Financially Independent”, 2009, 2010

"Everything You Always Wanted To Know About Estate Planning But Were Too Afraid To Ask"
MassMutual Legacy Financial Group LLC, 2009
Rhode Island Society of Financial Service Professionals, 2008

“Gift & Estate Planning”
Rhode Island Society of Certified Public Accountants 2009

Strategic Point Investment Advisors' Investing Women's Initiative, AM 790 Making Money Show, 2009

“The Importance of Life Care Planning and Preserving Your Estate for Your Family and Community”
Newport Hospital 2008 and 2010
Bridgewater Savings 2009

“Buying or Selling a Business: Demystifying the Process” 2008

TGIF Series (Thank Goodness I’m the Fiduciary), “Duties & Protections for Fiduciaries”
Citizens Bank, Anawon Trust Co., The Washington Trust Co. 2007
U.S. Trust/Bank of America 2008
Rockland Trust Company, Citizens-Union Savings Bank, Bridgewater Savings 2009

TGIF Series (Thank Goodness I’m the Fiduciary), “My Beneficiary is Broke! Asset Protection Planning: Protecting the Beneficiary and Trustee”
U.S. Trust/Bank of America, Citizens-Union Savings Bank, Citizens Bank 2009

COMMUNITY ACTIVITIES
The Catholic Foundation of Rhode Island
   Board of Governors
Hattie Ide Chaffee Home
   Board of Directors, Vice President
The Wheeler School
   Gift Planning Advisory Council
The Partnership for Philanthropic Planning of Rhode Island
   Former Board of Directors, Vice President
   Former Co-Chair, Leave a Legacy of Rhode Island

BAR MEMBERSHIPS
Rhode Island, 1982