Skip to main content

Katie Lepore

Estate planning Attorney at San Diego, CA

5.0   1 review

also known as Kathleen Balatbat, Katie Balatbat

  • Licensed for 6 years
    State CA
    Acquired 2016
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Katie

Learn Katie’s areas of practice.

CPA and Attorney specializing mostly in estate and tax planning and related areas in business and real estate law.  Worked in Big 4 Accounting in Los Angeles prior to law school and received an LL.M. in taxation and estate planning at Georgetown Law in Washington D.C. before settling back in San Diego.  Enjoys Major League Baseball, U.S. history, scrapbooking, and enjoying the sunshine in America's Finest City.

Photos and videos

Contact Katie

Similar lawyers nearby

Witham Mahoney & Abbott
401 B Street, Ste 2220
San Diego, CA, 92101

Reviews

5.0 / 5.0
  1 customer review
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Steve | April 15, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Service
Attorney was knowledgeable and professional, yet friendly. She was up-to-date on the newest laws and techniques, and was able to explain concepts and ideas with us in an easy-to-understand manner. Highly recommend for any sort of tax, estate, business, LLC, or trust work.

Cost

Rates
  • Free Consultation 20 minutes
  • Hourly Rates $ 400-550 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Of Counsel
  • Witham Mahoney & Abbott
  • 2023 - Present
  • Attorney
  • Miller Monson Peshel Polacek Hoshaw
  • 2017 - 2023
  • Extern
  • Department of Justice
  • 2017 - 2017
  • Extern
  • Seltzer, Caplan, McMahon & Vitek
  • 2014 - 2016
  • Tax Associate
  • Ernst & Young
  • 2011 - 2013
View all work experience

Education

  • Georgetown University Law Center
  • LL.M - Master of Laws, Taxation and Estate Planning
  • 2017
  • University of San Diego School of Law
  • JD - Juris Doctor
  • 2016
  • Univ of San Diego
  • Bachelors of Accountancy
  • 2011
  • University of San Diego
  • MS - Master of Science, Taxation
  • 2011
View all education

Associations

  • San Diego County Bar Association
  • Member
  • 2017 - Present
  • American Bar Association
  • Member
  • 2017 - Present
  • California Board of Accountancy
  • CPA
  • 2012 - Present

Languages Spoken

  • English

Honors and Awards

  • Top 40 Under 40
  • San Diego Metro Magazine
  • 2023
  • Women of Influence in the Law
  • San Diego Business Journal
  • 2023
  • Rising Star
  • Super Lawyers
  • 2023
  • Top 50: Women of Influence in Law
  • San Diego Business Journal
  • 2022
  • Rising Star
  • SuperLawyers
  • 2022
  • Rising Star
  • Super Lawyers
  • 2021
  • Rising Star
  • Super Lawyers
  • 2020
  • student writing competition award
  • American College of Trust and Estate Council (ACTEC)
  • 2016
  • CALI Award Highest Class Grade - Corporate Taxation
  • CALI Award
  • 2014
  • CALI Award highest class grade - Legal Writing
  • CALI
  • 2013
View all awards

Publications

View all publications

Speaking Engagements

  • USD Tax Clinics
  • careers in tax law
  • 2023
  • Young Tax Lawyers Annual Conference
  • Tax & Estate Planning
  • 2023
  • USD Clinics
  • careers in tax law
  • 2022
  • Monthly meeting
  • Real Estate Taxes, Real Estate Law, and 1031 Exchanges
  • 2021
  • San Diego County Bar Association
  • 2021 Tax Update
  • 2021
  • SD Impact Real Estate Investors Network
  • Upcoming Tax Law Changes
  • 2020
  • SD Outback Real Estate Investor Network
  • Real Estate
  • 2018
  • Reef Point Investors Club
  • Real Estate
  • 2018
View all speaking engagements

Attorney endorsements

Received (6)
Given (14)
Endorse Katie
Business Attorney | Oct 30
Relationship: Fellow lawyer in community
"The answers of Ms. Lepore are consistently accurate, analytic and customized to the needs of the Avvo askers. These are exactly the qualities that every client would look for when hiring an attorney."
Unknown Attorney | Aug 20
Relationship: Worked together on matter
"Katie is a skilled and professional attorney who I recommend greatly. She is a pleasure to work with."
Tax Attorney | Apr 10
Relationship: Fellow lawyer in community
"I have had the pleasure to work with Katie. She is a highly skilled, intelligent attorney."
Tax Attorney | Mar 29
Relationship: Fellow lawyer in community
"Katie is an excellent attorney, with great attention to detail and a heart for service."
Estate planning Attorney | Mar 29
Relationship: Fellow lawyer in community
"I strongly endorse this young lawyer for estate planning and trusts and estates, especially matters with challenging tax related matters. Bright and personable, she brings a CPA background and curious intellect to solve a client's problems."
Tax Attorney | Mar 29
Relationship: Fellow lawyer in community
"Katie is a phenomenal lawyer whose expertise, attention to detail, and dedication to her clients are unmatched. She has an excellent rapport with fellow members of the legal community that assists her in obtaining the best results for her clients. I would highly recommend Katie to anyone in need to tax or estate planning services."
View more endorsements