![Amy R. Lonergan](https://www.daypitney.com/images/bio/lonerganamy-web_image_13599.png)
Overview
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.
Education and Credentials
Education
- Suffolk University Law School, J.D., cum laude, 2006
- Baruch College, B.B.A., cum laude, 2003
Admissions
- Commonwealth of Massachusetts
- State of New Hampshire
Affiliations
- Boston Estate Planning Council, Board of Directors, 2016-2019; Vice Chair of Leadership Development Committee, 2019-2020; Chair of Sponsorship Committee, 2016-2017; Vice Chair of Sponsorship Committee, 2015-2016; Gala Committee, 2013-2014; Vice Chair of Women's Initiative Committee, 2012-2013
- The Boston Foundation, Professional Advisors Committee, 2016-2020; Professional Advisors Network, 2011-2013
- Boston Bar Association, Trusts & Estates Section, Co-Chair of Communications Committee, 2014-2015; Co-Chair of Tax Law Updates Committee, 2012-2014
- Women's Bar Association, Co-Chair of New Lawyer's Committee, 2010-2012
- Trusts and Estates Consortium
- Boston Probate and Estate Planning Forum
Recognition and Community
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.
Recognitions
Chosen for inclusion in list of Top Lawyers for Trusts and Estates by Boston Magazine (Metro Corp.), 2021-2022
Chosen for inclusion in Chambers HNW Guide (Chambers & Partners) of recognized practitioners for Private Wealth in Massachusetts, 2021-2024
Chosen for inclusion in The Best Lawyers in America (Woodward/White, Inc.), Trusts and Estates, 2021-2025
Selected to the list of Massachusetts Women's Edition Super Lawyers Rising Stars, (Thomson Reuters), Estate Planning and Probate, 2017
Selected to the list of Massachusetts Super Lawyers Rising Stars, (Thomson Reuters), Estate Planning and Probate, 2012-2016
Community Involvement
Malden Catholic High School, Board of Trustees, 2018-Present
News & Insights
Thought Leadership
- Despite SCOTUS Lifting Injunction, Corporate Transparency Act Reporting Remains Suspended , January 28, 2025
- Corporate Transparency Act Injunction Reinstated , December 30, 2024
- CTA Injunction Lifted: Filing Deadlines Extended , December 24, 2024
- Corporate Transparency Act Enjoined , December 9, 2024
- Private Clients and the New Corporate Transparency Act: Is Your LLC Required to File by January 1, 2025? , November 22, 2024
Events
- Wills for Veterans, November 8, 2018
- Investing in Art, October 17, 2018
News
- Chambers High Net Worth Recognizes 18 Day Pitney Attorneys for Private Wealth Law, July 18, 2024
- Day Pitney Announces New Leadership Appointments, April 2, 2024
- Chambers High Net Worth Recognizes 20 Day Pitney Attorneys for Private Wealth Law, July 20, 2023
- Gregory A. Hayes Named Managing Partner of Day Pitney, April 3, 2023
- Chambers High Net Worth Recognizes 20 Day Pitney Attorneys for Private Wealth Law, July 22, 2022
In The Media
Publications
- Author, IRS Issues Rulings to Clarify Tax on Sale or Surrender of Life Insurance Policies, Boston Bar Association Newsletter, Trusts & Estates Section, Winter 2010, Boston Bar Association Newsletter, January 1, 2010
Media Mentions
- Day Pitney Announces New Leadership Appointments, CityBiz, April 2, 2024
- Day Pitney Announces Leadership Changes, Law360 Pulse, April 2, 2024
- New Leadership Announced at Day Pitney, New Jersey Law Journal, April 4, 2023
- Boston Magazine's Top Lawyers of 2022, Boston magazine , November 29, 2022
- Boston Magazine's Top Lawyers of 2021, Boston Magazine, November 23, 2021
- COVID-19 & Election Year Wealth Transfer Strategies, Family Wealth Alliance, May 8, 2020
Speaking Engagements
- "Estate Planning: MCLE: BasicsPlus!," Massachusetts Continuing Legal Education New England Chapter, May 22, 2023
- COVID-19 & Election Year Wealth Transfer Strategies, October 21, 2020
- 52nd Annual Heckerling Institute Recap, February 28, 2018
- Protecting Digital Assets, December 14, 2017
- Estate and Gift Tax Marital Deductions, November 28, 2017
- Wills for Our Veterans, November 9, 2017
- Women Investors Forum: Portfolio Strategy Panel, October 4, 2017
- Planning For and Administrating Estates With Unique Assets, December 7, 2016
- Amy Lonergan to Make Introductory Remarks at BEPC's September Educational Seminar, September 16, 2015
- Speaker, Business Succession Planning, Estate Planning: MCLE BasicsPlus, Boston, Mass., April 29, 2014, April 29, 2014
- Presenter, A Practical Guide to Post-Mortem Administration, Boston Bar Association, Boston, Mass., Feb. 12, 2013, February 12, 2013
- Presenter, Federal Tax Law Updates, Boston Bar Association Trusts & Estates Year in Review, Boston, Mass., June 13, 2012, June 13, 2012
- Presenter, Building Flexibility into Your Estate Plan: The Next Best Thing to a Crystal Ball, The Boston Foundation, Boston, Mass., April 4, 2012, April 4, 2012
- Speaker, A Practical Guide to Post-Mortem Administration, Boston Bar Association, Boston, Mass., Feb. 14, 2012, February 14, 2012
- Presenter, Federal Tax Law Updates, Boston Bar Association Trusts & Estates Year in Review, June 15, 2011, June 15, 2011
- https://www.daypitney.com/admin/core/recorddetail.aspx?object=InTheMedia&id=7661#detailassocSpeaker, 2010 Estate Administration -- A Year Like No Other, Boston Bar Association, Boston, Mass., Feb. 18, 2011, February 18, 2011