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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.
