Amy Lonergan assists individuals and families in all aspects of estate and tax planning. Her practice ranges from straightforward estate planning for individuals and young families to developing complex plans that incorporate sophisticated strategies to transfer wealth to the next generation while minimizing estate, gift and generation-skipping transfer taxes. Primarily, she advises business owners, entrepreneurs and principals and partners of private equity firms in all aspects of estate planning and wealth transfer strategies. Amy regularly counsels fiduciaries and beneficiaries in connection with estate and trust administration, including post-mortem estate and tax planning, the probate process and preparation of estate tax returns. She also advises on all matters related to probate and fiduciary litigation.
Every year since 2012, Amy has been named a Massachusetts "Rising Star" in Estate Planning by Super Lawyers magazine. She was also named one of Super Lawyer's Top Women Attorneys in Massachusetts for 2014 and 2015.
Selected to the list of Massachusetts Super Lawyers Rising Stars, (Thomson Reuters), Estate Planning and Probate, 2012-2016