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Bradley G. Barth
Bradley G. Barth
Click the link below to visit my blog "The Wealth Protector"
Professional Experience

Bradley Barth is a Partner in the firm BARTH BERUS & CALDERON, LLP. Mr. Barth has over 14 years of experience in the areas of Estate Planning, Asset Protection Planning, Trust and Estate Administration, Tax and Real Estate Law, Non-Profit Corporations and Private Foundations. Mr. Barth provides counsel on a wide range of individual and business matters with a concentration on basic to advanced estate planning, probate and trust administration, wealth transfer planning, asset protection and creditor protection planning. Mr. Barth is admitted to practice law in California and the United States District Court, Northern, Eastern, Southern and Western Districts of California.

  • To schedule a Free Complimentary Consultation with Attorney Bradley Barth, click here.
Professional Appointments and Achievements
  • Mr. Barth has taught the Property, Estates, and Probate course at an ABA accredited Paralegal College
  • Graduated Salutatorian, Western State University College of Law, Fullerton, California
  • Witkin Award Receipient - Torts I, Western State University College of Law, Fullerton, California
  • Witkin Award Receipient - Property I, Western State University College of Law, Fullerton, California
Certifications/Specialties
  • Certified Wealth Preservation Planner offered thru the Wealth Preservation Institute
  • Certified Asset Protection Planner offered thru the Wealth Preservation Institute
Associations
  • California Bar Association
  • American Bar Association Real Property, Probate & Trusts Section
  • California Bar Association Trust & Estates Section
  • California Bar Association Business Law Section
  • Los Angeles County Association Trust & Estates Section
  • The Asset Protection Society, California State Representative
  • The Wealth Preservation Institute
  • Southpac Offshore Planning Institute - Member of the Board of Advisors
  • Vistage International, Inc. - Chief Executives Working Together

 

Publications
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

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

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

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

2010 SOUTHPAC OFFSHORE PLANNING INSTITUTE

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

 

 

 

 

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