Janna M. Wallace

Janna M. Wallace

3.2
Rating: 8.2

Licensed for 25 years

Elder law Lawyer at Fuquay Varina, NC
Practice Areas: Elder Law, Estate Planning, Medicaid & Medicare, Social Security

602-101 E. Academy Street, Fuquay Varina, NC

About Janna

Practice Areas

4

Practice Areas

Elder Law 50%

Areas of law affecting seniors including succession planning, Medicaid and VA benefit planning, guardianship issues. Certified as an Elder Law Specialist by the North Carolina State Bar since 2011.

26 years | 100 cases

50%
Estate Planning 20%

Using wills, trusts and deeds, to pass wealth at death with an eye towards reducing costs and increasing ease of administration.

26 years | 150 cases

20%
Medicaid and Medicare 20%

Obtaining Medicaid benefits for seniors or disabled persons who need long-term care assistance. Before law school, I worked for the local Department of Social Services taking Medicaid applications.

26 years | 60 cases

20%
Social Security & Disability 10%

Obtaining social security or supplemental security income (SSI) for those too disabled to work.

19 years | 30 cases

10%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in North Carolina for 25 years

State: North Carolina

Acquired: 2001

Active

No misconduct found

Location

Wallis Law Firm, Pa

602-101 E. Academy Street, Fuquay Varina, NC, 27526-0820

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Janna M. Wallace's Reviews

Avvo Review Score

3.2 /5.0

11 Client Reviews

Filter Avvo Reviews (11) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 8 reviews | Practice Area Knowledge

Posted by Will | February 13, 2023 | Hired Attorney | Trusts

Not Happy

She helped set up a special needs trust for us several years ago, after that was completely unhelpful on some follow up matters. Did not return calls, and basically blew us off.

Posted by Elizabeth | August 19, 2019 | Hired Attorney | Estate Planning

Not a good choice.

She requires 50% down payment at first consultation. After preparing the first draft for simple estate planning, I asked if she had confused me with a different client. It was totally different from our discussion. Everything went down hill from there. Weeks went by, before I finally fired her. I hi...red a new attorney who did magnificent work in less than 10 days. She refused to return my initial deposit.

Posted by Sheila | August 11, 2018 | Hired Attorney | Medicaid & Medicare

Experienced with Medicaid Applications

Janna Wallace helped my sister and I apply for Medicaid for our elderly mother. She has a lot expertise in this area and was highly recommended to us by Navigate NC. It became evident from our first meeting that we would be in good hands. She walked us through the Medicaid application process and cle...arly outlined what she would need from us. It was a great partnership from the beginning. She made a stressful process more bearable. Janna always responded to my questions in a timely manner and gave sound advice. She was also very patient and supportive throughout the entire process. My sister and I would highly recommend her if you are seeking a professional and experienced lawyer for Medicaid applications and other elder law issues.

Posted by Lydia | August 03, 2018 | Hired Attorney | Estate Planning

Excellent resource and highly recommended

Janna has helped us review and set up our estate plans with great care. Her excellent advice has helped us deal with issues regarding our sons' needs, particularly with regard to our son with special needs. She has been patient, responsive, and kind. I highly recommend her, especially for clients wit...h elder care or special needs issues.

Posted by Jeff | November 29, 2016 | Hired Attorney | Elder Law

Trustworthy Elder Care Attorney

I live out of state and was in great need of a competent and tenured N.C. Elder Care Attorney to advise me on addressing my mother's estate expenses without jeopardizing her continuity of Medicaid support. This was a matter of great concern to me. Ms Wallace met with me, and as a result of our very... insightful discussion, I hired her to advise and support me throughout the process. I found her to be very patient and, responsive, with invaluable insight and wisdom regarding the processes and laws. Her guidance and support ultimately enabled a successful resolution of the financial matters. I would not hesitate to engage her services again and highly recommend her.

See All Client Reviews

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Experience

Rating:  8.2 (Excellent)

Honors

2011

Certified Specialist in Elder Law, North Carolina State Bar

Work Experience

2013 - Present

Associate Attorney, Wallis Law Firm, PA

2010 - 2013

Law Partner, Wallace Mercogliano, PA

2006 - 2010

Principal, Law Office of Janna M Wallace, PC

Associations

2009 - Present

National Academy of Elder Law Attorneys

2001 - Present

North Carolina Bar Association

Education

2000

University of North Carolina, Chapel Hill

JD - Juris Doctor

1989

University of North Carolina, Chapel Hill

BA

Activity

Avvo Rating

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Avvo Rating Levels
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