Shartsis Friese LLP

Family Wealth Planning

Counsel

Sonja Johnson advises individuals, families, fiduciaries and charitable organizations on tailored strategies to maximize wealth transfer and minimize tax impact.

Sonja helps clients implement lifetime transfers and estate plans tailored to their particular family circumstances, unique assets and tax needs. This includes effective use of gift-, estate- and GST-tax exemptions, along with associated income tax planning. She frequently assists clients with closely held business matters and charitable planning.

Sonja also represents professional and individual fiduciaries in trust and estate administration matters and has substantial experience advising charitable organizations, including large community foundations, private family foundations and new non-profit organizations seeking tax-exempt status.

Stanford Law School; J.D., with distinction, 2006 | Carleton College; B.A., sociology and anthropology, magna cum laude; 2000 | University of New South Wales, Australia; 1998