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:
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.
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) of recognized practitioners for Private Wealth in Massachusetts, 2021-2023
Chosen for inclusion in The Best Lawyers in America (Woodward/White, Inc.), Trusts and Estates, 2021-2024
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
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Malden Catholic High School, Board of Trustees, 2018-Present