Sonia M. Phanse

Sonia M. Phanse

(480) 922-3933

sphanse@spa.law

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PRACTICE AREAS:

  • Business & Tax Planning
  • Estate Planning
  • Asset Protection
  • Secured & Unsecured Lending
  • Business Transactions
  • Employment Agreements

ADMITTED TO PRACTICE:

  • State Bar of California (2005)
  • U.S. Tax Court, 2005
  • State Bar of Arizona (2006)
  • U.S. District Court, Arizona (2006)
  • U.S. Circuit Court, 9th Circuit (2005)
  • State Bar of Hawaii (2011)

EDUCATION

  • B.A., University of Southern California (2000)
  • J.D., Golden Gate University (2004)
  • LL.M., Federal Taxation (2005)

MEMBERSHIPS & ASSOCIATIONS

  • State Bar of California
  • State Bar of Arizona
  • State Bar of Hawaii

Sonia M. Phanse


Sonia is a Pittsburgh native. Sonia’s practice focuses, business, tax and estate planning, as well as commercial secured and unsecured lending, and state and federal taxation.  Sonia also assists clients with complex business transactions, entity formation, mergers and acquisitions, employment and operating agreements.
Sonia’s full service estate planning practice includes the preparation of revocable and irrevocable wills and trusts, durable powers of attorney, health care powers of attorney and living wills, life insurance trusts, charitable trusts, succession plans for closely held businesses, family limited partnerships and minor’s trusts. Sonia also specializes in complex secured and mezzanine financing transactions and associated business formation and planning.
Sonia has extensive experience organizing and structuring joint venture relationships around real estate and real estate financing transactions, including transactions involving limited liability companies, corporations and partnerships, and the preparation of operating agreements, partnership agreements, shareholder agreements for large and small business – from start-ups to established institutional clients and publicly traded entities.
Sonia’s annual transaction volume regularly exceeds $250,000,000 a year, and her experience includes highly complex real estate and business acquisitions, asset-based and unsecured financing and debt restructuring.
Sonia is a Partner at Shein Phanse Adkins, P.C., and earned a Bachelor of Arts degree in Broadcast Journalism from the University of Southern California in 2000. She graduated from Golden Gate University School of Law in 2004 and earned her LL.M. in taxation from Golden Gate University in 2005. Sonia has an AV Rating® from Martindale- Hubbell and has been recognized as a Rising Star in the area of taxation by Southwest Super Lawyers.®

5-Star Review on Avvo

Estate Planning Update

“We moved back to AZ after 6 years in Virginia where our original AZ estate plan docs had been revised and updated to Virginia law. We researched lawyers in Scottsdale (our original AZ attorney had retired) and selected Ms. Phanse based on her credentials. We then followed with a brief interview where she clearly outlined the scope and potential cost of the engagement. Ms. Phanse efficiently reviewed our docs and met with us to review all of the changes in AZ law that had occurred since our last AZ docs were prepared and she outlined the differences between AZ and VA law so that we understood the basis for all of the revisions. She also advised us and executed the necessary filings for setting up a couple of LLCs to hold our rental property. I was very satisfied with her clarity of communications as well as the timelines and quality of the work product.”

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5-Star Review on Avvo

Exceptional knowledge and service

“I have been using Sonia for over six years in all aspects of my commercial real estate business. She has completed work for me in property acquisition and sales, leases, tenant relations and construction contracts. Her expertise in the field and meticulous work provide me with the confidence to highly recommend her for any job. She responds quickly to correspondence. Her pleasant personality shines in even the most difficult situations.”

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