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Kristin Leiko Yokomoto

Estate planning Attorney at Newport Beach, CA

5.0   4 reviews
  • Licensed for 28 years
    State CA
    Acquired 1995
    Status
    Active No misconduct found

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

About Kristin

Learn Kristin’s areas of practice.

2
Practice areas
  1. Business
    50%
    BUSINESS PLANNING - Starting a Business, Funding a Business, Operating a Business, Selling and Buying a Business

    29 years

  2. Estate planning
    50%
    ESTATE PLANNING - Wills and Trusts, Business Succession Planning, Asset Protection

    18 years

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)

 

 

Photos and videos

Location

Balanced Legal Planning, APLC
4000 MacArthur Blvd., Suite 900
Newport Beach, CA, 92660-2558

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Reviews

5.0 / 5.0
  4 customer reviews
5 Star
 
100%
4 Star
 
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3 Star
 
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Posted by Michael | May 13, 2011
Estate Planning and Business Services
Kristin provided valuable advice in developing my estate plan. She had creative ideas to help me analyze choices to protect my wealth and to address my long-term concerns to protect my family and assets. She also helped me revise the structure of my business and continues to help me as my business grows. I plan to continue seeking Kristin's advice to address both my estate planning and business needs.
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Posted by anonymous | July 24, 2010
Providing insight for having a Trust
Kristin provided the reasons for having a Trust in place vice just having a Will. I was not aware of all the aspects of state policies and how they could affect the transfer of title and ownership of my properties. Kristin was able to provide, in my case, clear examples of what "could happen" if I and/or my wife were to die.
Posted by Lillian | March 16, 2010
Sale of Real Property
Kristin helped me when I was involved in selling real property by giving me different options and informing me tax consequences of each option. She helped me analyze the income tax and gift tax effects of various options. Kristin was generous with her advice and helped make complex concepts easy for me to understand. I would recommend Kristin to anyone in-depth on business and tax advice.
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Posted by JM | October 27, 2009
Business employment advice
Provided me with a review and consulting on a contract consulting job – to create the initial bid, to agree on the contract, and to negotiate an exit and maximize payment. Knowledge: She was able to answer every question that came up for me. She helped me capture a realistic rate of pay by providing advice on negotiations. She provided guidance in understanding the legal and tax implications of alternative options for my employment contract. She reviewed my employment contract and Non-disclosure agreement, and clarified potential risks, strategies, and negotiation options. Provided a balance of efficiency, and willingness to go more in-depth and empathize when I requested it. Normally, Kristin helped me keep my costs down by providing focused, bottom-line advice, including a concise overview of my options. However, when I contacted her with a decision that was emotionally challenging to me, she was able to empathize with me, and I must say, she thereby made it easier for me to feel more peaceful about what was bothering me, and free my creativity to focus on making the most prudent business decision.
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Cost

Rates
  • Retainer Sometimes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 8.9 (Excellent)

Work Experience

  • Principal
  • Balanced Legal Planning, APLC
  • 2007 - Present
  • Attorney
  • Irvine Law Firm
  • 2004 - 2007
  • Attorney
  • Buchalter Nemer
  • 2000 - 2003
  • Attorney
  • Mulvaney Kahan Barry
  • 1997 - 1999
  • Attorney
  • Sullivan Hill
  • 1995 - 1997
  • Summer Associate
  • Bryan Cave
  • 1994 - 1994
  • Financial Analyst
  • Hewlett-Packard
  • 1992 - 1992
  • Financial Analyst
  • Hughes Aircraft Company
  • 1991 - 1991
View all work experience

Education

  • Chapman University School of Law
  • LL.M.
  • 2009
  • University of San Diego School of Law
  • LL.M.
  • 2000
  • Univ of Arizona COL
  • JD - Juris Doctor
  • 1994
  • University of Arizona
  • MBA
  • 1991
  • University of California - Santa Barbara
  • BA
  • 1989
View all education

Sample of Legal Cases

  • JAMS Binding Arbitration
  • Plaintiff
  • California Municipal Court Jury Trial
  • Defendant
  • California Court of Appeal
  • Plaintiff

Associations

  • WealthCounsel - S. California
  • Leader
  • 2011 - Present
  • Advisors Forum
  • Member
  • 2010 - Present
  • Yoga Alliance - Yoga Teacher
  • Registered
  • 2010 - Present
  • WealthCounsel
  • Member
  • 2008 - Present
  • California Notary Public
  • Notary
  • 2008 - Present
  • United States District Court for the Central District of California
  • Admitted
  • 1998 - Present
  • United States District Court for the Southern District of California
  • Admitted
  • 1997 - Present
  • Calfornia State Bar
  • Member
  • 1995 - Present
View all associations

Languages Spoken

  • English

Honors and Awards

  • Highest Grade - Estate Planning for High Net Worth
  • LL.M. Taxation - Chapman Law School
  • 2009
  • Highest Grade - Closely-Held Businesses
  • LL.M. Taxation - Chapman Law School
  • 2008
  • Highest Grade - Estate Planning
  • LL.M. Taxation - Chapman Law School
  • 2008
  • Best Article
  • NY CPA - Max Block Distinguished Article Award http://findarticles.com/p/articles/mi_qa5346/is_200407/ai_n21352132/
  • 2003
  • Highest Grade - Advanced Business Planning
  • LL.M. Taxation - USD Law School
  • 2000
  • Law Review
  • University of Arizona
  • 1992
  • Omicron Delta Epsilon
  • University of California, Santa Barbara
  • 1989
View all awards

Publications

  • National Business Institute
  • Drafting Effective Wills and Trusts
  • 2011
  • Law Firm Publication
  • Sarbanes-Oxley
  • 2002
  • Law Firm Publication
  • Toxic Mold
  • 2002
View all publications

Speaking Engagements

  • National Business Institute
  • California Probate Law A - Z
  • 2012
  • Orange County Bar Association, Trusts and Estates Section
  • New Basis Rules under Sections 1022 and 6018
  • 2010
View all speaking engagements

Attorney endorsements

Received (11)
Given (9)
Endorse Kristin
Estate planning Attorney | Feb 27
Relationship: Fellow lawyer in community
"I have known Kristin for many years and I have seldom met anyone who is so knowledgeable and passionate about serving clients with unmatched excellence and ethical integrity. She is brilliant, articulate, and deeply engaging with her colleagues and her clients."
Business Attorney | Aug 31
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jul 31
Relationship: Worked together on matter
"I am impressed with Kristin's knowledge and analytical skills. I strongly endorse her for estate planning and business succession planning."
Estate planning Attorney | Jul 20
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Business Attorney | Oct 31
Relationship: Worked together on matter
"I would highly recommend Ms. Yokomoto for estate planning and business succession planning. Her skill and ethics is of the highest level."
Estate planning Attorney | Aug 19
Relationship: Fellow lawyer in community
"I endorse this lawyer's work. I highly recommend Kristin for Estate and Business planning clients. She is bright, capable, and outstanding in her follow through."
Business Attorney | Jul 09
Relationship: Fellow lawyer in community
"Kristin is a very knowledgeable and conscientous attorney. I have turned to her as a colleague many times for assistance. She works hard to give her the clients the best possible service. I highly recommend Kristin."
Estate planning Attorney | Jul 07
Relationship: Fellow lawyer in community
"I have known Kristen for over 15 years and consulted with her in regards to several legal issues. And, I have always been impressed with her analytical skills and wealth of knowledge. She is certainly a great asset for my practice."
Business Attorney | Oct 29
Relationship: Fellow lawyer in community
"Kristin is highly educated and has invested numerous hours in keeping up to date in her field. She is energetic, caring, and always a pleasure to be around. I highly recommend her."
Estate planning Attorney | Oct 28
Relationship: Fellow lawyer in community
"Kristin is a very hard working attorney. She is very dedicated to her clients and in providing them with the best legal services."
Business Attorney | Oct 27
Relationship: Fellow lawyer in community
"Kristin's strong tax background allows her to serve her clients well. In addition, Kristin is an approachable attorney and really cares about her clients."
View more endorsements
Estate planning
Estate planning
Estate planning
Estate planning
Litigation
Estate planning
Chapter 7 bankruptcy
Estate planning