|Associate||Hopkins & Carley, A Law Corporation||2000 - 2010|
|Senior Associate||Arthur Andersen LLP||1998 - 2000|
|Association name||Position name||Duration|
|Kiwanis Club of San Jose||Member||2003 - Present|
|Certified Public Accountant||Inactive||2000 - Present|
|Santa Clara County Bar Association||Member||N/A|
|Asian Pacific American Bar Association||Member||N/A|
|State Bar of California Income/Other Taxes Committee of the Taxation Section||Chair||2005 - 2006|
|Santa Clara University School of Law||Law||JD - Juris Doctor||1998|
|Santa Clara University Leavey School of Business||Business Administration||M.B.A.||1998|
|University of California - Berkeley||Business Administration||B.S.||1994|
|2011 ANNUAL INCOME TAX SEMINAR||California Property Tax “Change of Ownership”||2011|
Posted by Umut
I have done significant research before having Julie as a corporate lawyer for our start-up firm and I am glad that I have chosen her. She is intelligent, responsive and knowledgeable.She is also a team player. Plus, I am truly impressed with her strong ethical attitude in analyzing situations. I would recommend her to anyone who needs a corporate lawyer to solve complicated situations.
Posted by RT
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 the 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!
Posted by Peter in Palo Alto
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
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