Printed from OCJewish.com

Planned Giving Seminar

Planned Giving Seminar

 Email

HARRY HEADSHOT TOUCHUP 2009.jpgSeminar on Planned Giving
With Attorney Harry Barth
Tuesday December 13th
Deli Dinner 6:30 PM, Seminar 7 PM

No Charge
 
Mr. Barth is the founding member and the Senior Partner in the firm BARTH BERUS & CALDERON, LLP. His practice is devoted to business law, contract law, real estate law, and estate planning matters, focusing primarily on the application of these areas in asset protection.

Mr. Barth assists franchisees, CEOs, executives, physician groups, and wealthy families with their estate conservation goals, charitable planning, business succession, and asset 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, U.S. Court of Appeals 9th Circuit, U.S. Court of Federal Claims, U.S. Tax Court, and the U.S. Supreme Court.

Mr. Barth has more than 35 years of experience in the financial services industry.

Mr. Barth is the Managing Partner of BARTH, BERUS & CALDERON, LLP and the Managing Member of H.M. Barth & Company Financial Planners, LLC.

 

Certifications/Specialties

 

  • Juris Doctor
  • Accredited Estate Planner (AEP®)
  • Certified Wealth Preservation Planner(TM) (offered thru the Wealth Preservation Institute)
  • Certified Asset Protection Planner(TM) (offered thru the Wealth Preservation Institute)
  • Certified Financial Planner(CFP) Practitioner(TM)
  • Chartered Financial Consultant (ChFC)®
  • Certified Estate Advisor (CEA)
  • Certified in Long Term Care (CLTC)
  • Chartered Life Underwriter (CLU)®
  • Graduate Estate Planning Advisor (GEPA)®
  • Masters of Business Administration in Financial Planning

 

Associations

 

  • California Bar Association
  • Council On Aging - Orange County Board Member
  • Orange County Bar Association
  • Orange County Estate Planning Council
  • National Association of Estate Planners and Council
  • National Association of Financial and Estate Planning
  • State Representative for the Asset Protection Society
  • Wealth Preservation Institute
  • Financial Planning Association
  • Vistage, The World's Largest CEO Membership Organization, formerly known as TEC International

 

 Email