Boston College Law School
University of Pennsylvania
(magna cum laude)
Bar & Court Admissions
- United States Tax Court
Memberships & Affiliations
- Florida Bar Association
- American Bar Association
- Trusts and Estates Consortium
- Boston Bar Association
- New Lawyers Section Pro Bono Subcommittee
Sonia’s tax practice includes preparation of estate and gift tax returns, federal and state tax filings and annual reports for private foundations, fiduciary income tax returns and complex individual income tax returns. Representative tax planning issues include foreign and domestic loss account reconciliation, federal and state installment sale elections, analysis of deferred compensation arrangements for §409A compliance, and FIRPTA filings.
Sonia serves in various fiduciary capacities for clients. Her estate and trust administration experience includes post mortem planning and probate court representation for estates and conservatorships. Sonia also represents clients in transactional family law matters including preparation of premarital agreements and resulting modifications to estate planning documents, asset titling and beneficiary designations.
Sonia is actively involved with the Volunteer Income Tax Assistance (VITA) program, which assists low income taxpayers in the preparation and filing of their tax returns at community sites in the greater Boston area. VITA is the central volunteering effort of the Boston Bar Association New Lawyers Section, and Sonia serves as liaison between the Pro Bono Subcommittee and the Boston Earned Income Tax Credit Coalition, local coordinators of the program.Back to Attorneys Page >