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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Chat withState: California
Acquired: 1995
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4000 MacArthur Blvd., Suite 900, Newport Beach, CA, 92660-2558
4 Client Reviews
Showing 1 - 3 of 3 reviews | Communication Style
Posted by anonymous | July 25, 2010 | Estate Planning
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 ...
Posted by Lillian | March 18, 2010 | Real Estate
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 fo...
Posted by JM | October 30, 2009 | Contracts & Agreements
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 pro...
"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."
"I am impressed with Kristin's knowledge and analytical skills. I strongly endorse her for estate planning and business succession planning."
"I would highly recommend Ms. Yokomoto for estate planning and business succession planning. Her skill and ethics is of the highest level."
"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."
"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."
"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."
"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."
"Kristin is a very hard working attorney. She is very dedicated to her clients and in providing them with the best legal services."
"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."
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2009
Highest Grade - Estate Planning for High Net Worth, LL.M. Taxation - Chapman Law School
2008
Highest Grade - Closely-Held Businesses, LL.M. Taxation - Chapman Law School
2008
Highest Grade - Estate Planning, LL.M. Taxation - Chapman Law School
2003
Best Article, NY CPA - Max Block Distinguished Article Award http://findarticles.com/p/articles/mi_qa5346/is_200407/ai_n21352132/
2000
Highest Grade - Advanced Business Planning, LL.M. Taxation - USD Law School
1992
Law Review, University of Arizona
1989
Omicron Delta Epsilon, University of California, Santa Barbara
2007 - Present
Principal, Balanced Legal Planning, APLC
2004 - 2007
Attorney, Irvine Law Firm
2000 - 2003
Attorney, Buchalter Nemer
1997 - 1999
Attorney, Mulvaney Kahan Barry
1995 - 1997
Attorney, Sullivan Hill
1994 - 1994
Summer Associate, Bryan Cave
1992 - 1992
Financial Analyst, Hewlett-Packard
1991 - 1991
Financial Analyst, Hughes Aircraft Company
2011 - Present
WealthCounsel - S. CaliforniaLeader
2010 - Present
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2010 - Present
Yoga Alliance - Yoga TeacherRegistered
2008 - Present
WealthCounselMember
2008 - Present
California Notary PublicNotary
1998 - Present
United States District Court for the Central District of CaliforniaAdmitted
1997 - Present
United States District Court for the Southern District of CaliforniaAdmitted
1995 - Present
Calfornia State BarMember
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2009
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2000
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1994
JD - Juris Doctor
1991
MBA
1989
BA
2012
California Probate Law A - Z
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New Basis Rules under Sections 1022 and 6018
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