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. Verdon is regarded as one of the country’s pre-eminent attorneys in these areas of practice, regularly presenting at financial and investment conferences, and lecturing at law firms across the country providing accredited CLE programs on Asset Protection.At Mr. Verdon's firm, I work closely with him and the associate attorneys as the lead paralegal to form businesses and corporations both in California and nationwide, form domestic and foreign asset protection trusts, form irrevocable gift trusts, assist with the proper tax filing requirements for clients, draft and execute basic estate planning documents, matters relating to funding trusts and transferring assets into and out of trusts (including real property deed drafting and filing), and filing necessary documents with the related state and federal agencies for both trusts and businesses. I am also the first point of contact with clients, I manage and set the calendar for the office, I have created an employee manual for my position, and I assist our bookkeeper with the billing for clients.Computer skills used: Typing 70+WPM, all Microsoft Office programs including Outlook, Word Perfect, TimeSlips, eFileCabinet, Zoho, efiling and research on Secretary of State website (for CA, DE, NV, HI), FedEx shipments, EagleExpress, First American, FastWeb, UDEED, USA Registered Agent, Salesforce.

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 our Clients and their families from ordinary and catastrophic risks, lawsuits, predators, and financial need caused by disability, disease or aging.At the Weissler Law Group, my duties are listed below but certainly not limited to: - Drafting Estate Planning and Probate documents: Trusts, Wills, Powers of Attorney, Deeds, Probate forms (DE:120, 121, 140, 147, 150, 160, 157, 174, nominations and waivers);- Corporation and LLC business formation (in CA, SD, NV, AK);- Tax Law: Filing paperwork with the IRS and FTB including forms 2848, 433-A/B, 4506-T, FTB 3520, BOE 392, SS-4, 25102(f), 2553;- First point of contact for clients;- Marketing and updating website content;- Human Resources: Interviewing, hiring, and supervising the reception staff of two part-time employees;Computer skills used: Typing: 70WPM, all Microsoft Office programs, Word Perfect, Outlook, Legal Solutions, Lexis-Nexis, FindLaw, WestLaw, Wealthdocs, Elderdocs, Legal Research

-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 documents, invoicing and billing for the firm, writing letters to clients, other law firms and government agencies, general case work and case management;-Director of Marketing: tasks include writing and editing monthly client and peer mailings, emailing and mailing newsletters, contacting hospital and nursing home facilities to set up workshops and inform of updated probate laws, and maintaining our website;-Personal tasks for Steven, including maintaining his various rental properties and personal calendar scheduling;

-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 data, paying close attention to detail in order to adhere to strict policy

-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 accordance with established procedural guidelines-Processing timesheets for the Front Desk staff, as well as working at the Front Desk using customer service skills, identifying and resolving user problems, and utilizing resource management skills