Amy Lonergan Receives Boston Estate Planning Council President's Award

Publisher: Day Pitney Press Release

May 22, 2019

Top left (back row): Day Pitney attendees Alisa Hacker, Amy Lonergan, Jaclyn O'Leary, Rebecca Tunney and David Silvian (front row) Heather Harris, Barbara Freedman Wand, Jordana Schreiber and Glynis Ritchie. Bottom left: Amy Lonergan (center) with her husband, Jay Lonergan (left) and Barbara Freedman Wand (right). Far left: Amy Lonergan giving her acceptance remarks.

Estate planning partner Amy Lonergan received the 2019 President's Award from the Boston Estate Planning Council (BEPC), a multi-disciplinary community of estate and wealth planning professionals. The award, which recognizes Lonergan's contributions to BEPC and the industry, was presented at the BEPC Annual Gala at the Boston Park Plaza where over 600 wealth management and estate planning professionals attended. Day Pitney was the exclusive sponsor of the Dessert and Champagne Reception following the dinner program.

Lonergan advises individuals and families in all aspects of estate and tax planning. Her practice focuses on developing complex plans that incorporate sophisticated strategies to transfer wealth to the next generation while minimizing taxes. She recently completed a 3-year term on the BEPC Board of Directors and is currently Vice Chair of its Leadership Development Committee.

BEPC is one of the oldest and largest interdisciplinary estate planning councils in the country, tracing its roots back to 1930 with over 750 current members, and is an active affiliate of the National Association of Estate Planners & Councils (NAEPC). To learn more about the organization, click here.

Recommended

Taxation of Tangible Personal Property

June 3, 2020

Warren Whitaker co-authored an article for Wealth Strategies Journal, "Taxation of Tangible Personal Property."

New Direction: The Connecticut Uniform Directed Trust Act

May 18, 2020

Margaret Meehan, Tiana Gianopulos and Alexis Gettier collaborated on an article, "New Direction: The Connecticut Uniform Directed Trust Act" for the Quinnipiac Probate Law Journal.

Estate Planning Update Summer 2020 - Update on Planning with Retirement Accounts

Summer 2020

Day Pitney Estate Planning Update

Estate Planning Update Summer 2020 - Social Distancing Calls for Creativity in Signing Estate Planning Documents

Summer 2020

Day Pitney Estate Planning Update

Estate Planning Update Summer 2020 - Philanthropy During the Pandemic

Summer 2020

Day Pitney Estate Planning Update

Domicile Changes and Audits Increase in Connecticut

May 15, 2020

Glenn Rybacki gives an in-depth summary on what domicile is and the preparations necessary for a potential audit in "Domicile Changes and Audits Increase in Connecticut," his latest entry in State Tax Notes.

New Direction: The Connecticut Uniform Directed Trust Act

May 13, 2020

Margaret Meehan, Tiana Gianopulos and Alexis Gettier collaborated on an article, "New Direction: The Connecticut Uniform Directed Trust Act" for the Quinnipiac Probate Law Journal.

COVID-19 & Election Year Wealth Transfer Strategies

May 8, 2020

On May 8, Amy Lonergan was a panelist on a webinar, "COVID-19 and Election Year Wealth Transfer Strategies," hosted by the Family Wealth Alliance.

Brad Gallant Appointed to CBA COVID-19 Pandemic Task Force

March 31, 2020

Day Pitney Press Release

New Jersey Enacts Aid in Dying Law

March 2, 2020

Daniela P. Catrocho authored an article, "New Jersey Enacts Aid in Dying Law," published on WealthManagement.com, the online publication for Trusts & Estates magazine, the distinguished peer review journal for wealth management professionals serving the needs of high net-worth clients.