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.
On March 13, Day Pitney Boca Raton-based attorneys Jay D. Mussman and Brian E. Thompson received special commendations from the 15th Judicial Circuit Pro Bono Committee, The Florida Supreme Court and the Florida Pro Bono Coordinators Association for their pro bono work in 2023.
Day Pitney Trusts and Estates Partner Tasha Dickinson is featured in the Daily Mail UK article "Matthew Perry's Will Leaves More than $1M in Trust Named After Woody Allen Character."
Day Pitney Trusts and Estates Partner James A. Ballerano was featured in a Daily Business Review Q&A about his most significant career accomplishments.
Day Pitney West Palm Beach Trusts and Estates Partner Tasha Dickinson authored the article "Empowering Women's Legal Careers: Mastering the Art of Rainmaking" for the Daily Business Review.
Day Pitney Trusts and Estates Partner Christine Fletcher authored an article for Forbes.com titled, "Navigating The Corporate Transparency Act: Estate Plan Implications."
Day Pitney Press Release
Day Pitney Press Release
Day Pitney Trusts and Estates Attorney Keith Bradoc Gallant was featured on the American College of Trust and Estate Counsel's (ACTEC) Trust and Estate Talk podcast episode "Practical Considerations in Dealing with Incapacity."
Day Pitney Litigation Partners Gregory Bruno and Alfred W.J. Marks authored "Don't Believe Everything You Read Online: Recent Sanctions Decision Offers Cautionary Tale of Generative AI Risks" for the New York Law Journal's Special Litigation Section.
The promotion of A. Michael Wargon to partner was featured in The Palm Beach Post's People on the Move column.
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