Sonia M. Agee

Sonia Agee, a Member in Dickinson Wright’s Silicon Valley office, focuses her practice on corporate, tax and private client matters. She has counseled individuals and companies of all sizes, including startups, on all aspects of corporate law including entity formation, corporate structuring, finance, mergers and acquisitions, joint ventures, technology licensing, intellectual property protection, stock option and compensation planning, wealth management, succession planning, and the drafting and negotiation of business contracts.

As a certified tax specialist by the State Bar of California’s Board of Legal Specialization, Sonia is well-equipped to advise clients in many aspects of tax law. She advises clients on domestic and international tax and estate planning, tax audits and controversies, as well as wealth transfer planning, business succession planning, closely held business planning, charitable planning, and general tax counseling.

Sonia has helped clients build, finance, and sell their US and foreign operations, handling numerous cross-border acquisitions and sales in the process. She has advised a wide variety of companies from inception to successful exits for founders and investors. Additionally, Sonia has handled income and estate tax planning for many foreign nationals, including offshore entity formation and transactions. 

Education & Credentials


Golden Gate University School of Law


Temple University


Boston University


Bar Admission

  • California
  • District of Columbia
  • Massachusetts
  • New York
  • Washington


  • Northern California Super Lawyers
    • Tax, 2006 - Present

Professional Involvement

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

Court Admissions

  • US Tax Court
  • US Court of Appeals for the Ninth Circuit
  • USDC: Central District of California
  • USDC: Northern District of California


  • Co-Presenter, Incorporation 101 and Taxation 101 for Startups, June 2014
  • Author, Attorney Retirement Plans - Do You Need More Than a 401(k)?, San Francisco Attorney, October 2010
Have a question or want to connect?