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

Fees and Rates

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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

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Practice Areas

Showing 1 - 1 of 1 review | Recommendation

Posted by Peter in Palo Alto | December 26, 2010 | Business

Handled My Needs With Professionalism

I was in the most important transaction of my life, purchasing an office building. Julie adeptly steered me between Scylla and Charybdis, and had all the proper documents filed and anticipated what filings would be needed by the lender and had them ready before they were requested, and so forth. I ...am a lawyer myself and I can say Julie was very professional. She's my business lawyer for life. PNB

See All Client Reviews

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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