Sunny Boren is an attorney with Copenbarger & Copenbarger, LLP.
As a premier small Business and Tax Planning Attorney in California, Sunny Boren specializes in establishing and safeguarding client assets in business entities and irrevocable trusts. She ensures meticulous compliance and adept contract management. Under her guidance, clients receive personalized strategies to protect their assets and ventures, fortifying them against external risks.
Sunny also provides expert estate planning, focusing on strategies like Charitable Remainder Trusts to minimize capital gains taxes and leverage charitable deductions. She excels in high-net-worth planning, aiming to significantly reduce potential estate taxes. Leveraging her CPA background and tax expertise, Sunny crafts tailored estate plans that optimize the use of gift and estate tax exemptions. Her proficiency includes setting up specialized trusts like Intentionally Defective Grantor Trusts and Spousal Lifetime Access Trusts. For gifts, she ensures accurate valuation by collaborating with skilled business appraisers, safeguarding her clients’ legacies for future generations.
Sunny is passionate about assisting individuals in creating charitable trusts, private foundations, and similar exempt organizations. She refers to Charitable Remainder Trusts (CRTs) as the “trifecta” of charitable planning, offering clients capital gains tax avoidance, substantial charitable deductions, and a beneficial income stream for retirement.
Private foundations, while similar, also provide significant tax advantages and opportunities for philanthropic engagement over the long term.
In her leisure moments, Sunny cherishes exploring new destinations and creating memorable experiences with her loved ones. She enjoys nature, engages in personal fitness through training, Pilates, walking, and dedicates her spare time to Mariner’s Church where she leads women’s groups and contributes to the prayer team.
Cum Laude from UC Law San Francisco
Gamma Beta Phi Society, Chapman Law
Practice Areas / Responsibilities
Sunny leads the Business and Tax Department, focusing on business formation, annual compliance, big and small contracts, high net worth estate planning, and supervises tax return preparation.
Licensed to practice in all courts in the State of California
California Board of Accountancy – CPA Certificate (Inactive)
Member, State Bar of California – 1983
LL.M, Taxation, Chapman University – Fowler School of Law
J.D., University of California – San Francisco, Hastings College of Law, Order of the Coif (Top 10%)
B.S., Colorado State University, With Highest Distinction