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 OffshorePlanning 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
