Sonny is a partner in the Tax, Trusts and Estates Group and is also a member of the Trusts and Estates Litigation Group. His practice is focused on serving high net-worth individuals and families, closely-held business owners and executives, corporate fiduciaries, and charitable organizations, in all areas of estate and tax planning, including both domestic and international estate planning, trust and estate administration, and trust and estate litigation.
Domestic Estate Planning
Whether you are married or single, Sonny can assist you in achieving your estate planning objectives while minimizing taxes and future conflicts. From charitable planning to protecting your assets from creditors, Sonny can assist you in developing a plan that fits you and your family.
International Estate Planning
If you own assets in a foreign country or if you or your spouse is not a citizen of the United States, Sonny can help you navigate through the complex world of international tax and guide you through competing tax regimes and the impact of multi-country tax treaties. Sonny also assists foreign individuals who own real estate or other assets located in the United States.
Trust and Estate Administration
After the death of a loved one, Sonny can assist you and your family in administering the estate. From simple estate and trust administration to post-death tax planning, Sonny can help make the process run more smoothly and help you to avoid costly pitfalls.
Trust and Estate Litigation
Whether you are involved in a will dispute or a tax controversy, Sonny brings a wealth of experience to help you through a difficult and often emotional situation. Sonny has represented families and corporate fiduciaries in non-tax controversies where there is a dispute as to the interpretation or administration of a will or trust. Sonny also represents individuals in front of the Internal Revenue Service and other tax authorities in connection with estate and gift tax valuations and audits.