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Amy R. Lonergan

Partner

F: (413) 241 8276
Overview Insights News Education and Credentials Recognition and Community

Overview

Amy Lonergan assists individuals and families in all aspects of estate and transfer tax planning. Her practice focuses on developing complex plans that incorporate sophisticated strategies to transfer wealth to the next generation in a manner consistent with the client’s legacy and intentions, while also minimizing taxes. She is particularly skilled at advising business owners, entrepreneurs, real estate developers and principals of private equity and hedge funds in all aspects of estate planning and wealth transfer strategies. Amy regularly serves as a professional trustee of private trusts, counsels individuals and financial institutions regarding probate and trust administration issues, and advises on all matters related to probate, estate settlement and fiduciary litigation. Amy also assists tax-exempt and charitable organizations regarding formation, obtaining tax-exempt status, reporting and operational requirements.

Amy has extensive experience in all aspects of complex estate planning, including:

  • Gift, estate and generation-skipping transfer tax planning
  • Asset protection planning for clients and their family members
  • Limited liability companies and partnerships
  • Grantor retained annuity trusts (GRATs)
  • Qualified personal residence trusts (QPRTs)
  • Installment sales to grantor trusts
  • Structuring asset transfers to maximize valuation discounts
  • Life insurance trusts
  • Charitable remainder trusts
  • Private foundations, public charities
  • Modifying irrevocable trusts through judicial proceedings and nonjudicial settlement agreements

Amy is actively involved in the community and legal industry. She has held several leadership positions with the Boston Estate Planning Council and the Trusts & Estates Section of the Boston Bar Association. Amy is also a member of the firm's Executive Board.

Insights

News

Education and Credentials

Education
Suffolk University Law School, J.D., cum laude, 2006
Baruch College, B.B.A., cum laude, 2003
Admissions
Commonwealth of Massachusetts
State of New Hampshire
Affiliations
Boston Estate Planning Council, Board of Directors, 2016-2019; Vice Chair of Leadership Development Committee, 2019-2020; Chair of Sponsorship Committee, 2016-2017; Vice Chair of Sponsorship Committee, 2015-2016; Gala Committee, 2013-2014; Vice Chair of Women's Initiative Committee, 2012-2013
The Boston Foundation, Professional Advisors Committee, 2016-2020; Professional Advisors Network, 2011-2013
Boston Bar Association, Trusts & Estates Section, Co-Chair of Communications Committee, 2014-2015; Co-Chair of Tax Law Updates Committee, 2012-2014
Women's Bar Association, Co-Chair of New Lawyer's Committee, 2010-2012
Trusts and Estates Consortium
Boston Probate and Estate Planning Forum

Recognition and Community

Recognition

Chosen for inclusion in list of Top Lawyers for Trusts and Estates by Boston Magazine (Metro Corp.), 2021-2022

Chosen for inclusion in Chambers HNW Guide (Chambers & Partners) as a leading lawyer for wealthy individuals and families in Massachusetts, 2021-2022

Chosen for inclusion in The Best Lawyers in America (Woodward/White, Inc.), Trusts and Estates, 2021-2023

Selected to the list of Massachusetts Women's Edition Super Lawyers Rising Stars, (Thomson Reuters), Estate Planning and Probate, 2017

Selected to the list of Massachusetts Super Lawyers Rising Stars, (Thomson Reuters), Estate Planning and Probate, 2012-2016

No aspect of these advertisements has been approved by the highest court of any state. See Awards Methodology.

Community

Malden Catholic High School, Board of Trustees, 2018-Present