Amy R. Lonergan

Amy Lonergan serves as the Business Unit Leader for the Private Client Department, and assists individuals and families in all aspects of estate and transfer tax planning. Her practice focuses on developing complex plans that incorporate sophisticated strategies to transfer wealth to the next generation in a manner consistent with the client’s legacy and intentions, while also minimizing taxes. She is particularly skilled at advising business owners, entrepreneurs, real estate developers and principals of private equity and hedge funds in all aspects of estate planning and wealth transfer strategies. Amy regularly serves as a professional trustee of private trusts, counsels individuals and financial institutions regarding probate and trust administration issues, and advises on all matters related to probate, estate settlement and fiduciary litigation. Amy also assists tax-exempt and charitable organizations regarding formation, obtaining tax-exempt status, reporting and operational requirements.

Amy has extensive experience in all aspects of complex estate planning, including:

• Gift, estate and generation-skipping transfer tax planning
• Asset protection planning for clients and their family members
• Limited liability companies and partnerships
• Grantor retained annuity trusts (GRATs)
• Qualified personal residence trusts (QPRTs)
• Installment sales to grantor trusts
• Structuring asset transfers to maximize valuation discounts
• Life insurance trusts
• Charitable remainder trusts
• Private foundations, public charities
• Modifying irrevocable trusts through judicial proceedings and nonjudicial settlement agreements

Amy is actively involved in the community and legal industry. She has held several leadership positions with the Boston Estate Planning Council and the Trusts & Estates Section of the Boston Bar Association. Amy is also a member of the firm's Executive Board.