Sonja Johnson is a member of the Family Wealth Planning Department. She represents individuals and families in estate planning matters, helping clients to maximize wealth transfers and minimize taxes with plans tailored to their specific needs and wishes. In this context, Ms. Johnson often assists individuals with closely held business matters as well as charitable planning. She also represents fiduciaries in trust and estate administration matters. In addition, Ms. Johnson has substantial experience representing charitable organizations, including large community foundations, private family foundations, and new non-profit organizations seeking tax-exempt status.
California Income Taxation of Trusts and Estates (Co-Author with Richard S. Kinyon and Kim Marois), 21(3)
CAL. TRUSTS & ESTATES QTLY. 6 (2015).
Chapter 48: United States – California (Co-Author with Patrick McCabe), in INTERNATIONAL SUCCESSION 743 (Louis Garb and John Wood eds.,