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Sonia M. Agee

5.0
1 review

50 W San Fernando St Ste 1400, San Jose, CA 95113-2431

Taxation, Corporate Transactions, Corporate Governance/Partnership Disputes and 9 more

About Sonia M. Agee

Sonia M. Agee is a lawyer practicing taxation, corporate transactions, corporate governance/partnership disputes and 9 other areas of law. Sonia received a B.A. degree from Boston University, and has been licensed for 33 years. Sonia practices in San Jose, CA.

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Distinguished Peer Rated
This award is granted to attorneys who have been recognized by their peers for very high ethical standards, with an average peer review score of 3.0 to 4.4.
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Champion Badge Platinum

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Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Sonia M. Agee got this award in 2021

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

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Reviews for Sonia

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Overall Rating
5.0
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Communication
5.0
Quality of Service
5.0
Responsiveness
5.0
Value for Money
5.0
Trusts and Estates
Posted by anonymous
August 12, 2010
Hired Attorney

She is extremely professional in her work. She knows how to make her clients comfortable with the procedures. She thoroughly answers all questions. I would highly recommend her!

Services

Areas of Law

  • Taxation
  • Trusts and Estates 1
    • Asset Protection
  • Other 10
    • Corporate Transactions
    • Corporate Governance/Partnership Disputes
    • Mergers & Acquisitions
    • International
    • Estate Planning & Wealth Management
    • Non-Profit
    • Retail Industry Services
    • Wine, Beer & Spirits
    • Business
    • Retail

Practice Details

  • Languages
    Spanish
  • Representative Cases & Transactions
    Cases
    Representative Matters: Advised the founder of a billion-dollar real estate fund on its restructuring.
    Advised on a complex real estate partnership structure, with over $1 billion in assets under management.
    Successfully settled by mediation a dispute between the trustee
    one of the three other beneficiaries of a trust who filed formal objections to the trustee's accounting methods
    petitioned to have the trustee surcharged
    removed.
    Represented the executor
    surviving spouse in a probate matter in which the decedent left ambiguous estate planning instruments which could have resulted in the client being disinherited.
    Marshaled diverse estate assets, including multiple business interests, real estate, financial accounts,
    tangible personal property to successfully negotiate
    satisfy all creditor's claims, including settling potential litigation against the estate.
    Resolved ambiguities in estate planning documents for the benefit of the decedent's surviving spouse
    children.
    Counseled on estate planning
    a restating trust agreement to meet the needs of the client's wealth distribution plan.
    Advised a private equity firm
    its portfolio company in a $500 million national roll-up of the assets
    real estate of businesses in the auto services industry.
    Assisted an Indian client in the 100% acquisition of a US online consumer products company with sales channels on Amazon, Walmart, eBay,
    other websites.

Experience

  • Bar Admission & Memberships
    Admissions
    1993, California
    USDC: Northern District of California
    USDC: Central District of California
    US Court of Appeals for the Ninth Circuit
    US Tax Court
    1994, New York
    1996, Washington
    1994, Massachusetts
    1996, District of Columbia
    1996, District of Columbia
    1994, Massachusetts
    1994, New York
    1996, Washington
    1993, California
    Memberships

    MEMBERSHIPS & ASSOCIATIONS

    •Santa Clara County Bar Association
    •Santa Clara County Estate Planning Council

  • Education & Certifications
    Law School
    Temple University
    J.D.

    Golden Gate University School of Law
    LL.M.
    Other Education
    Boston University
    B.A.
    Legal Certifications
    Certified Specialist, Taxation Law, The State Bar of California Board of Legal Specialization

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