Lyda Bacon Email & Phone Number

Orange County, California Area

Newport Beach, California

Our firm specializes in Comprehensive Estate Planning designs that include reducing to the lowest amount allowed by law the estate, gift and generations skipping tax imposed at the death of an individual. An equally significant risk to one’s wealth are future potential lawsuits and third party claims so prevalent in this highly litigious environment. Mr..

San Diego, California

You have worked hard to provide for your family. You have created and preserved a measure of safety in your life through saving, investing and through hard work. Business Builders, Executives, Professionals, Investors and Seniors face real and substantial threats to their property, financial security and standards of living. WLG is committed to protecting.

-Worked directly with Steven M. Ratner, a sole practitioner and the owner of a successful and very busy Elder Law Firm in downtown San Diego for two years;-Daily tasks include: Answering new lead and current client phone calls and emails, setting up new and current client meetings, meeting with current clients, explaining and notarizing estate planning.

-Working with client information regarding criminal and domestic cases including copying, filing, and organizing paperwork -Developing and reconstructing new client information into files; Purging past client information and entering the closed files into the firm's database-Completed personal payroll by coding timecards, verifying hours, and entering.

-Working directly with students, staff, and faculty, providing courteous, friendly, and professional assistance. -Essential Job Functions include collecting and processing invoices, purchasing orders, VISA Statements, and department records -Creating monthly spending logs, tracking inventory, and entering budget data into an Excel spreadsheet in strict.