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Bradley Barth, Esq.

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Bradley Barth, Esq.

(714) 704-4828, Ext. 114

Bradley Barth is a partner of the Orange County, California office ofBarthCalderon LLP, and Supervising Attorney of the firm’s Transactional and Estate Planning Department encompassing business formations and transactional matters, estate planning, domestic and offshore asset protection, probate, trust administration, tax and real estate law. Mr. Barth is a Certified Wealth Preservation Planner™ and a Certified Asset Protection Planner™. He has been an adjunct professor teaching Property, Estates, and Probate at an ABA accredited Paralegal College. Mr. Barth is a frequent lecturer to various professional groups on areas related to his practice including estate planning, business succession planning, and asset protection planning. He earned a B.A. degree from California State University Fullerton and his J.D. degree, with honors, from Western State University College of Law in Fullerton, California.

Mr. Barth is a member of the State Bar of California (Section of Trusts and Estate, and Business Law), American Bar Association (Section of Real Property, Probate and Trust Law), Los Angeles County Bar (Section of Trusts and Estates), the Asset Protection Society, the Wealth Preservation Institute, and a member of the Board of Advisors to the Southpac Offshore Planning Institute.

Mr. Barth views his role as a trusted and long-term advocate of asset protection planning in helping his clients achieve and protect their financial goals and lifetime accomplishments.

Seminars Taught

Mr. Barth is a national speaker on asset protection planning, estate planning and business succession planning. Educational Programs to Financial Advisors, Accountancy Firms and Their Clients

HBLA Accountancy Firm – Educational Program to CPAs

Wells Fargo Bank

  • Estate Planning with Corporate Fiduciaries: March 23, 2010
  • Estate Planning with Corporate Fiduciaries: March 27, 2010

MCL Financial – Educational Program to Financial Advisors

  • Asset Protection for Retirement Assets: February 9, 2010
  • Asset Protection for Retirement Assets: February 16, 2010
  • Asset Protection for Retirement Assets: March 30, 2010

MCL Financial –

  • What the Wealthiest Families Know: June 2009
  • Advanced Life Insurance and Estate Planning Concepts: May 7, 2010

Entrust Financial – Asset Protection for Retirement Assets

  • December 2, 2009
  • March 16, 2010
  • July 28, 2010

Udirect IRA Services, LLC – Asset Protection for Retirement Assets

  • October 21, 2009
  • November 5, 2009
  • November 30, 2009
  • December 8, 2009
  • January 12, 2010
  • February 9, 2010
  • February 16, 2010
  • March 30, 2010
  • April 20, 2010
  • May 11, 2010
  • June 1, 2010
  • August 3, 2010
  • September 13, 2010
  • October 5, 2010
  • December 15, 2010
  • January 10, 2011
  • February 7, 2011

Wealth Concepts – Education Program to Clients of Financial Advisors

  • Roth IRA Conversion: February 2, 2010
  • Roth IRA Conversion: February 4, 2010
  • Balancing Estate Needs: February 11, 2010
  • Estate Planning for Young Families: February 13, 2010
  • Selecting Best Estate Strategies: February 17, 2010
  • Strategies for Wealth Management: February 18, 2010
  • Estate Planning Basics: June 8, 2010
  • Selecting the Best Estate Planning Strategies: July 10, 2010

Educational Programs to Realtors and Their Clients

  • Keller Williams Realty
  • Prudential Realty
  • TNG Real Estate Consultants
  • Century 21 Action!
  • Century 21 Allstars

General Audience

  • Estate Planning Basics: February 27, 2010
  • Estate Planning Basics: March 6, 2010
  • Estate Planning Basics: March 13, 2010
  • Asset Protection Toolkit: June 22, 2010
  • Stretch IRA Trust: June 27, 2010
  • Asset Protection Toolkit: July 20, 2010
  • Stretch IRA Trust: July 27, 2010
  • Selecting the Best Estate Planning Strategy: August 10, 2010
  • Asset Protection Toolkit: August 17, 2010
  • Stretch IRA Trust: August 24, 2010
  • Selecting the Best Estate Planning Strategy: September 25, 2010
  • Asset Protection Toolkit: September 28, 2010
  • Selecting the Best Estate Planning Strategy: October 9, 2010
  • Asset Protection Toolkit: October 12, 2010
  • Business Succession Workshop: October 19, 2010
  • Financial Empowerment for Women: November 13, 2010
  • Selecting the Best Estate Planning Strategy: January 13, 2011
  • Asset Protection Toolkit: January 18, 2011
  • Selecting the Best Estate Planning Strategy: January 22, 2011
  • Selecting the Best Estate Planning Strategy: January 25, 2011
  • Selecting the Best Estate Planning Strategy: February 16, 2011

Educational Programs to CEO and Key Executive Organization

2008 TEC INTERNATIONAL SEMINARS – Chief Executives Working Together

  • March 18: Atlanta, GA
  • March 19: Atlanta, GA
  • June 25: Madison, WI
  • December 4: Gainesville, FL

2008 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • February 13: Orange County, CA
  • February 14: Orange County, CA
  • May 1: Stamford, CT
  • May 15: San Jose, CA
  • July 15: Atlanta, GA
  • August 13: Albuquerque, NM
  • August 14: Albuquerque, NM
  • October 16, Seattle, WA
  • November 25, Seattle, WA

2009 TEC INTERNATIONAL – The Executive Committee, Chief Executives Working Together

  • June 2, 2009: Wisconsin
  • June 3, 2009: Wisconsin

2009 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • January 8: Nashville, TN
  • January 9: Nashville, TN
  • February 17: Baton Rouge, LA
  • April 1: Long Island, NY
  • April 2: Long Island, NY
  • April 21: Birmingham, AL
  • April 22: Birmingham, AL
  • May 13: Las Vegas, NV
  • May 14: Las Vegas, NV
  • July 8: Minneapolis/St. Paul, MN
  • July 9: Minneapolis/St. Paul, MN
  • July 14: Birmingham, AL
  • July 15: Birmingham, AL
  • August 13: Atlanta, GA
  • September 8: Minneapolis, MN
  • October 6, New Jersey
  • October 7, New Jersey
  • October 8, New Jersey
  • October 14, New Jersey
  • November 10: Connecticut
  • November 12: Connecticut
  • November 18: Las Vegas, NV
  • November 18: Las Vegas, NV
  • December 15: Columbus, OH
  • December 16: Columbus, OH
  • December 17: Columbus, OH

2009 SOUTHPAC INTERNATIONAL ASSET PROTECTION PLANNING INSTITUTE

  • October 1 & 2: Wynn Hotel, Las Vegas, NV – The Asset Protection Toolkit

2010 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • January 13: Van Nuys, CA
  • January 20: Irvine, CA
  • March 10: Orlando, FL
  • March 11: Orlando, FL
  • June 23: Chico, CA
  • June 8: Orange County
  • June 10: Orange County
  • June 12: Palm Beach, FL
  • October 21: Orange County

2010 SOUTHPAC OFFSHORE PLANNING INSTITUTE

  • October 28 & 29: The Atlantis. Paradise Island, Bahamas

2011 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • January 4: Dallas, TX
  • January 5: Dallas, TX
  • February 15: Chicago, IL
  • March 8: Chicago, IL
  • March 16: Costa Mesa, CA
  • July 12: Irvine, CA
  • August 18: Costa Mesa, CA
  • September 13: Dallas, TX
  • September 14: Dallas, TX
  • September 20: Chicago, IL
  • September 22: Chicago, IL
  • October 18: Akron, OH
  • October 19: Akron, OH
  • December 6: Cincinnati, OH
  • December 7: Cincinnati, OH
  • December 8: Cincinnati, OH
  • December 13: Costa Mesa, CA

2012 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • February 7: Orange County, CA
  • March 14: Rochester, NY
  • March 15: Rochester, NY
  • April 11: Bratenahl, OH
  • May 10: Glen Ellyn, IL
  • May 22: Washington, DC
  • May 23: Washington, DC
  • June 14: Washington, DC
  • June 15: Washington, DC
  • September 12: Maineville, OH
  • September 13: Cincinnati, OH
  • September 21: Boulder, CO
  • November 14: New Orleans, LA
  • December 12: Eugene, OR
  • December 18: Corry, PA

2013 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • February 19: Baltimore, MD
  • February 21: Philadelphia, PA
  • March 14: Pittsburgh, PA
  • March 19: Boston, MA
  • March 20: Boston, MA
  • June 20: Philadelphia, PA
  • August 8: Sellersville, PA
  • August 21: Columbia, PA
  • October 8: Long Island, NY
  • October 16: Pittsburgh, PA
  • October 17: Denver, CO
2014 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization
  • February 13: Pittsburgh, PA
  • February 18: Boston, MA
  • February 20: Nashville, TN
  • April 8-9: Irving, TX
  • May 27: Arlington, VA
  • June 11-12: Akron, OH
  • July 10: Louiseville, KY
  • July 15-17: Dallas, TX
  • August 12: Tampa, FL
  • August 21: Huntsville, AL
  • October 21: Chicago, IL
  • November 11: Fort Worth, TX
  • November 19-20: Boise, ID
  • December 9-10- Houston, TX

2014 TEC INTERNATIONAL SEMINARS – Chief Executives Working Together

  • June 10: Green Bay, WI

2014 PLANNED CHARITABLE GIVING SEMINARS

  • Sepember 3: Chabbad Center- Arizona

2014 PRUDENTIAL CALIFORNIA REALTY- “Real Estate Risks and How to Avoid Them”

  • March 17: Anaheim, CA
  • March 18: Yorba Linda, CA

2015 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • January 6-8: Cincinnati, OH
  • January 14: Capistrano Beach, CA
  • January 22: Washington, D.C.
  • February 11-12: Minnesota
  • February 17: Toledo, OH
  • February 18: Pasadena, CA
  • February 26: Seattle, WA
  • April 14-15: Houston, TX
  • April 16: Washington, D.C.
  • May 19: Honolulu, HI
  • June 16-18: San Antonio, TX
  • July 21: Philadelphia, PA
  • August 18-20: Chicago, IL
  • September 9-10: Seattle, WA
  • October 13-15: Chicago, IL
  • October 20-21: Los Angeles, CA
  • November 19: Greely, CO
  • December 8-10: Detroit, MI

2016 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • January 6: San Antonio, TX
  • January 20: Simi Valley, CA
  • January 21: Westlake Village, CA
  • March 1: Irving, TX
  • March 2: Mesquite, TX
  • March 3: Irving TX
  • March 8: Newport Beach, CA
  • March 9: Anaheim, CA
  • March 10: Austin, TX
  • March 17-18: Bill Griswold NC (via Webex)
  • June 22-23: Charlotte, NC
  • July 13-14: Louisville, KY
  • August 10: Rochester, NY
  • August 11: Chicago, IL
  • September 13: St. Louis, MO
  • September 15: Mandeville, LA
  • December 13: Buffalo, NY
  • December 15: Buffalo, NY
  • December 22: Austin, TX

2017 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • November 11: High Point, NC
  • November 12: High Point, NC
  • February 15: Austin, TX
  • February 16: Austin, TX
  • March 7: Tualatin, OR
  • March 8: Portland, OR
  • March 9: Lake Oswego, OR
  • March 9: Portland, OR
  • April 4: Cedar Rapids, IA
  • April 5: Cedar Rapids, IA
  • April 6: Waterloo, IA
  • April 6: Waterloo, IA
  • May 10: Franklin Lakes, NJ
  • May 11: Franklin Lakes, NJ
  • June 6: New Jersey
  • June 7: New Jersey
  • June 8: New Jersey
  • August 16: Houston, TX
  • August 17: Houston, TX
  • September 14: Chandler, AZ
  • November 2: Denver, CO
  • November 14: Crestwood, KY
  • November 15: Crestwood, KY
  • November 16: Santa Barbara, CA
  • December 13: San Diego, CA

2018 VISTAGE INTERNATIONAL – The World’s Leading Chief Executive Organization

  • January 10: Kenilworth, NJ
  • January 11: Kenilworth, NJ
  • February 1: Bakersfield, CA
  • March 21: Riverside, CA
  • March 22: Riverside, CA
  • May 16: Fargo, North Dakota
  • May 17: Fargo, North Dakota
  • June 13: San Diego, CA
  • June 20: Garland, TX
  • June 21: Garland, TX

Company Contact:

Paul Hitchcock
Director of Business Development
BarthCalderon LLP
333 City Boulevard West, Suite 2050, Orange, California 92868
(714) 704-4828 Ext. 113 or Outside California (800) 548-8564 Fax (714) 704-1513
paul@barthattorneys.com
www.barthattorneys.com