Amy Lonergan assists 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 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 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:
Chosen for inclusion in Chambers HNW Guide (Chambers & Partners) as a leading lawyer for wealthy individuals and families in Massachusetts, 2021
Chosen for inclusion in The Best Lawyers in America (Woodward/White, Inc.), Trusts and Estates, 2021
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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