Day Pitney remains committed to providing quality legal counsel, while protecting our clients and employees, and transforming our communities into more just, equal and equitable spaces. For more information, please visit our COVID-19 Resource Center | Racial Justice and Equity Task Force.
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 January 19, Heidi Seely and Christopher Voukides presented on the Boston Bar Association webinar, "Trust & Estates Mid-Year Review."
On December 16, Johanna Goulding presented "Introduction to Trusts" at the virtual seminar Estate Planning: MCLE BasicsPlus!
Day Pitney Estate Planning Update
Day Pitney Estate Planning Update
Day Pitney Estate Planning Update
Day Pitney Press Release
Day Pitney Press Release
Day Pitney Press Release
Day Pitney Press Release
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.