Band 2
Provided by Deborah DiNardo
Deborah DiNardo advises individuals and multiple generations of families on preserving and protecting their assets. Deborah's work includes reducing transfer taxes, both during lifetime and after death, with sophisticated planning techniques such as lifetime gifts to grantor trusts and using charitable trusts and private foundations. She advises clients regarding planning opportunities to protect significant retirement accounts from the creditors of designated beneficiaries.
Having spent many years in the trust department of a major bank, Deborah gained extensive experience in trust and estate administration. She guides executors and trustees through the maze of issues that 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.
Deborah advises individual and corporate fiduciaries, represents them in litigation, and provides legal advice on the proper and prudent fulfillment of their duties, including establishing and maintaining policies and procedures for risk management, asset management and administration, investment, diversification, conflict of interest, and dispute resolution.
Deborah also counsels business owners on succession planning, helping them address their unique situations.
She particularly enjoys helping clients with special needs trust planning for family members, as well as assisting plaintiff’s counsel with establishing special needs trusts for judgments and settlements.
Rhode Island Bar Association Probate Bar Committee
Provided by Chambers
Deborah DiNardo helps individuals and families to preserve and protect their wealth. She assists her clients on matters including the administration private foundations, charitable trusts, as well as gifting.
Provided by Chambers
Deborah DiNardo is my go-to person. I feel very confident in her abilities and refer clients that need more than typical estate plan to engage her services for their estate planning needs.
Deborah DiNardo provides a great service. She has excellent interpersonal skills, is highly informed and highly responsive.
I will always choose Deborah DiNardo to work with over other trust and estate attorneys. She anticipates issues very well and knows how we, as a team, should respond to those issues.
Deborah DiNardo is my go-to person. I feel very confident in her abilities and refer clients that need more than typical estate plan to engage her services for their estate planning needs.
Deborah DiNardo provides a great service. She has excellent interpersonal skills, is highly informed and highly responsive.
I will always choose Deborah DiNardo to work with over other trust and estate attorneys. She anticipates issues very well and knows how we, as a team, should respond to those issues.