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Kristin Leiko Yokomoto

Kristin Leiko Yokomoto

Practice areas:

Business, Estate Planning

About Me

Founder of Balanced Legal Planning, Kristin L. Yokomoto, Esq., is dedicated to helping people with their Estate Planning and Business Planning needs and opportunities.  She works with clients and their financial team to plan and protect their estates for their loved ones.  She also guides clients through the start-up, funding, growth, and sale of their businesses.  


 











ESTATE PLANNING



  • Trusts & Wills

  • Asset Protection

  • Business Succession Planning



BUSINESS PLANNING



  • Starting a Business

  • Operating a Business

  • Buying & Selling a Business


 


Balanced Legal Planning For Your Peace of Mind (TM)


 


 

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Photos and Videos

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Practice Areas

Licensed since 1995

  1. Estate Planning: 50%
    9 years
  2. Business: 50%
    20 years

Payment

Fees:

Fixed (Sometimes), Retainer (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

9 total 

  • J. Anthony Bradley

    I am impressed with Kristin's knowledge and analytical skills. I strongly endorse her for estate planning and business succession planning.

    More 

    J. Bradley Wills & Living Wills Attorney
    Relationship: Worked together on matter

  • Anthony George Celaya

    I endorse this lawyer.

    More 

    Anthony Celaya Estate Planning Attorney
    Relationship: Fellow lawyer in community

Contact Info

Balanced Legal Planning, APLC

4000 MacArthur Blvd., Suite 900
Newport Beach, CA, 92660-2558

Resume

License
StateStatusAcquiredUpdated
CAActive199505/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Highest Grade - Estate Planning for High Net WorthLL.M. Taxation - Chapman Law School2009
Highest Grade - Closely-Held BusinessesLL.M. Taxation - Chapman Law School2008
Highest Grade - Estate PlanningLL.M. Taxation - Chapman Law School2008
Best ArticleNY CPA - Max Block Distinguished Article Award http://findarticles.com/p/articles/mi_qa5346/is_200407/ai_n21352132/2003
Highest Grade - Advanced Business PlanningLL.M. Taxation - USD Law School2000
Law ReviewUniversity of Arizona1992
Omicron Delta EpsilonUniversity of California, Santa Barbara1989

Work Experience
TitleCompany NameDuration
PrincipalBalanced Legal Planning, APLC2007 - Present
AttorneyIrvine Law Firm2004 - 2007
AttorneyBuchalter Nemer2000 - 2003
AttorneyMulvaney Kahan Barry1997 - 1999
AttorneySullivan Hill1995 - 1997
Summer AssociateBryan Cave1994 - 1994
Financial AnalystHewlett-Packard1992 - 1992
Financial AnalystHughes Aircraft Company1991 - 1991

Associations
Association NamePosition NameDuration
WealthCounsel - S. CaliforniaLeader2011 - Present
Advisors ForumMember2010 - Present
Yoga Alliance - Yoga TeacherRegistered2010 - Present
WealthCounselMember2008 - Present
California Notary PublicNotary2008 - Present
United States District Court for the Central District of CaliforniaAdmitted1998 - Present
United States District Court for the Southern District of CaliforniaAdmitted1997 - Present
Calfornia State BarMember1995 - Present

Legal Cases
Case NameOutcome
JAMS Binding ArbitrationPlaintiff
California Municipal Court Jury TrialDefendant
California Court of AppealPlaintiff

See all Legal Cases 

Publications
Publication NameTitleDate
Wealth CounselMinimizing Risk Associated With Strategic Counsel2011
National Business InstituteDrafting Effective Wills and Trusts2011
The CPA Journal2010 Estate Tax Repeal, Basis Rules, and Reporting Requirements2010
BNA, Inc. Tax Management MemorandumFiduciary and Reporting Challenges Created by the New Modified Carry-Over Basis and Reporting Rules Under §§1022 and 60182010
NBI National Business InstituteTop 10 Estate Planning Techniques2009
The CPA JournalAudit Committees’ Responsibilities and Liability2003
Law Firm PublicationSarbanes-Oxley2002
Law Firm PublicationToxic Mold2002

Education
School NameMajorDegreeGraduated
Chapman University School of LawTaxationLL.M.2009
University of San Diego School of LawTaxationLL.M.2000
Univ of Arizona COLLawJD - Juris Doctor1994
University of ArizonaFinanceMBA1991
University of California - Santa BarbaraEconomicsBA1989

Speaking Engagements
Conference NameTitleDate
National Business InstituteCalifornia Probate Law A - Z2012
National Business InstituteDrafting Effective Wills and Trusts2011
Orange County Bar Association, Trusts and Estates SectionNew Basis Rules under Sections 1022 and 60182010
National Business InstituteTop 10 Estate Planning Techniques2009
California Mortgage AssociationCalifornia Finance Lenders License2006