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.
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.
On November 7, partner Christiana Gianopulos and senior associate Margaret St. John Meehan spoke at "The Unsung Heroes of the CT Trust Code: Directed and Domestic Asset Protection Trusts," a CLE seminar presented by the Estates and Probate Section of the Connecticut Bar Association (CBA) and held at the CBA Law Center in New Britain, CT.
On October 30, Rebecca Tunney spoke at "Think Globally; Plan Locally: A Review of Estate Planning Issues with Global Clients," a CLE program presented by the Trusts & Estates Section of the Boston Bar Association.
October 24, 2019
Partners Edward Krzanowski, Tiana Gianopulos and Daniel Gottfried spoke at the 2019 Federal Tax Institute of New England, a CLE program presented by the Estates and Probate Section and the Tax Section of the Connecticut Bar Association and held in Portland, CT.
Carl Merino, Dina Kapur Sanna and Seth Mersky co-authored an article, Attribution After the TCJA: A Downward Spiral of Unintended Consequences, published by Trusts and Estates.
Day Pitney Press Release
Firm Ranked Tier 1 Nationally for Energy Law and Trusts and Estates Law
Warren Whitaker is noted in a September 19 special section of The New York Times, "How Do You Fix … All of It?" The special section focuses on findings from the inaugural New York Times DealBook DC Strategy Forum, at which Whitaker participated in a task force discussion on the best way to tax the wealthy in the U.S.
Day Pitney Press Release
Alan G. Greer is quoted in an article, "Florida Appeals Court OK's Transfer of Janet Reno's Home to Miami Dade College," published by WealthManagement.com.
Day Pitney LLP and Boca Raton associate A. Michael Wargon are featured in a profile, "Deep Roots. More Talent.," published in the September 2019 issue of The Boca Raton Observer magazine.