Kristin Leiko Yokomoto

Kristin Leiko Yokomoto

5.0
Rating: 8.9

Licensed for 30 years

Estate planning Lawyer at Newport Beach, CA
Practice Areas: Estate Planning, Business

4000 MacArthur Blvd., Suite 900, Newport Beach, CA

About Kristin

Biography

Practice Areas

2

Practice Areas

Business 50%

BUSINESS PLANNING - Starting a Business, Funding a Business, Operating a Business, Selling and Buying a Business

31 years

50%
Estate Planning 50%

ESTATE PLANNING - Wills and Trusts, Business Succession Planning, Asset Protection

20 years

50%

Fees and Rates

Cost

Retainer

Sometimes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in California for 30 years

State: California

Acquired: 1995

Active

No misconduct found

Location

Balanced Legal Planning, APLC

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

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Kristin Leiko Yokomoto's Reviews

Avvo Review Score

5.0 /5.0

4 Client Reviews

Filter Avvo Reviews (4) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

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 ...and/or my wife were to die.

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...r me to understand. I would recommend Kristin to anyone in-depth on business and tax advice.

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...viding 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.

See All Client Reviews

Kristin Leiko Yokomoto's Lawyer Endorsements

Endorse Kristin
Matthew Thomas McClintock headshot
Matthew McClintock

Estate planning lawyer | 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."

Robert Vetchtein headshot
Robert Vetchtein

Business lawyer | Aug 31

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Anthony Bradley headshot
Anthony Bradley

Estate planning lawyer | 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."

Anthony George Celaya headshot
Anthony Celaya

Estate planning lawyer | Jul 20

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Steven Francis Schroeder headshot
Steven Schroeder

Business lawyer | 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."

Jeffrey Robert Matsen headshot
Jeffrey Matsen

Estate planning lawyer | 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."

Leah Christine Monson headshot
Leah Monson

Business lawyer | 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."

Brian Edward Bisol headshot
Brian Bisol

Estate planning lawyer | 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."

Denise J Trevino headshot
Denise Trevino

Business lawyer | 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."

Paula Ann Clarkson headshot
Paula Clarkson

Estate planning lawyer | 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."

Kelly Hope Zinser headshot
Kelly Zinser

Business lawyer | 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 All Endorsements
Anthony George Celaya headshot
Anthony Celaya

Estate planning lawyer

Harry Mirchandaney headshot
Harry Mirchandaney

Estate planning lawyer

Jeffrey Robert Matsen headshot
Jeffrey Matsen

Estate planning lawyer

Leah Christine Monson headshot
Leah Monson

Estate planning lawyer

Brian Edward Bisol headshot
Brian Bisol

Litigation lawyer

Paula Ann Clarkson headshot
Paula Clarkson

Estate planning lawyer

Kelly Hope Zinser headshot
Kelly Zinser

Chapter 7 bankruptcy lawyer

Denise J Trevino headshot
Denise Trevino

Estate planning lawyer

Experience

Rating:  8.9 (Excellent)

Honors

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

Work Experience

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

Associations

2011 - Present

WealthCounsel - S. California

Leader

2010 - Present

Advisors Forum

Member

2010 - Present

Yoga Alliance - Yoga Teacher

Registered

2008 - Present

WealthCounsel

Member

2008 - Present

California Notary Public

Notary

1998 - Present

United States District Court for the Central District of California

Admitted

1997 - Present

United States District Court for the Southern District of California

Admitted

1995 - Present

Calfornia State Bar

Member

Sample of Legal Cases

JAMS Binding Arbitration

Plaintiff

California Municipal Court Jury Trial

Defendant

California Court of Appeal

Plaintiff

See More Legal Cases

Education

2009

Chapman University School of Law

LL.M.

2000

University of San Diego School of Law

LL.M.

1994

Univ of Arizona COL

JD - Juris Doctor

1991

University of Arizona

MBA

1989

University of California - Santa Barbara

BA

Speaking Engagements

2012

National Business Institute

California Probate Law A - Z

2011

National Business Institute Drafting Effective Wills and Trusts

2010

Orange County Bar Association, Trusts and Estates Section

New Basis Rules under Sections 1022 and 6018

2009

National Business Institute Top 10 Estate Planning Techniques

2006

California Mortgage Association California Finance Lenders License

Publications

2011

National Business Institute Drafting Effective Wills and Trusts

2009

NBI National Business Institute Top 10 Estate Planning Techniques

2002

Law Firm Publication Sarbanes-Oxley

2002

Law Firm Publication Toxic Mold

Languages

English

Activity

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