Clients engage Ms. Dinan to help them achieve tax savings and meet family and personal goals. Her specialty is working with complex business and trust structures and her extensive experience with sophisticated planning techniques informs her unique ability to protect her clients' wealth.
For more than a decade, Ms. Dinan has been advising clients in wealth transfer, estate, and business succession planning. She has deep and practical experience implementing and managing vehicles such as family limited partnerships, irrevocable trusts, and charitable foundations.