Julie Y. Wann

Julie Y. Wann

5.0
Rating: 7.9

Licensed for 27 years

Estate planning Lawyer at San Jose, CA
Practice Areas: Estate Planning, Business, Limited Liability Company (LLC) ... +4 more

55 South Market Street #900, San Jose, CA

About Julie

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Licenses

Licensed in California for 27 years

State: California

Acquired: 1998

Active

No misconduct found

Location

Hoge, Fenton, Jones & Appel, Inc.

55 South Market Street #900, San Jose, CA, 95113

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Julie Y. Wann's Reviews

Avvo Review Score

5.0 /5.0

3 Client Reviews

Filter Avvo Reviews (3) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
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Practice Areas

Showing 1 - 1 of 1 review | Real Estate

Posted by RT | February 07, 2011 | Real Estate

Excellent attorney

I had the pleasure of working with Julie Wann on my LLC. I had filed a statement of information and created an LLC with guidance from internet resources. When I hired Julie to create an operating agreement, she discovered the statement of information was incorrectly filed. She quickly amended th...e document for me. Julie also created and recorded the necessary documents to transfer my property from my trust into the LLC. I thought I had the proper documents in place but Julie did some research and found that I didn’t. She even prepared a couple of supporting documents free of charge to be sure it was filled out correctly. My title company would not issue a supplemental policy for my LLC since I had a quick claim deed, not a grant deed. After creating and recording the needed grant deed, Julie called her own contact, someone from another branch of the same title company. They issued the title insurance at minimal charge. Julie is a pro! I appreciated her knowledge, which she distilled into laymen’s terms for me, and her responsiveness. I’m so grateful to Julie for going out of her way to ensure I had the proper documents in place. Thank you Julie for all your help!

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Experience

Rating:  7.9 (Very Good)

Work Experience

2014 - 2025

Shareholder, Hoge, Fenton, Jones & Appel, Inc.

2000 - 2010

Associate, Hopkins & Carley, A Law Corporation

1998 - 2000

Senior Associate, Arthur Andersen LLP

Associations

2003 - Present

Kiwanis Club of San Jose

Member

2000 - Present

Certified Public Accountant

Inactive

Santa Clara County Bar Association

Member

2005 - 2006

State Bar of California Income/Other Taxes Committee of the Taxation Section

Chair

Education

1998

Santa Clara University School of Law

JD - Juris Doctor

1998

Santa Clara University Leavey School of Business

M.B.A.

1994

University of California - Berkeley

B.S.

Speaking Engagements

2011

2011 ANNUAL INCOME TAX SEMINAR California Property Tax “Change of Ownership”

Languages

Mandarin

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

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  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution