333 City Blvd W, Orange, CA 92868, USA
Harry Barth is the Founder and Senior Managing Partner for BarthCalderon, LLP and is the co-author of the book, Planning Today For All Your Tomorrows. He is a nationally recognized speaker on estate, business and asset protection planning to many incredible organizations across the country including: Vistage International, Women Presidents’ Organization, Young Presidents’ Organization, Tiger 21, Quaker Oats, Entrepreneurs Organization, California Society of CPA’s and many more. Harry has over 40 years of experience counseling business owners and their families, corporations and franchisees nationwide. Harry has distinguished himself by being an asset protection advocate and his workshops have helped thousands of families and businesses protect their assets they have worked so hard to build.
577 Airport Boulevard, Suite 400, Burlingame, California 94010
Paul J. Barulich is the founder and managing director at Barulich Dugoni & Suttmann Law Group, Inc. Mr. Barulich\'s law practice focuses on estate planning clients with high net worth, business owners, and people with significant financial interests in high-tech, wholly owned and start-up companies. Mr. Barulich specializes in representing individual and corporate executors and trustees, and conservators in administrations of estates in contested and non-contested matters.
5201 Great America Parkway, Suite 320, Santa Clara, CA 95054
Somita Basu’s life and background are truly representative of America’s diversity and mobility. Somita grew up in Lincoln, Nebraska before moving in her painfully awkward teen years to Silver Spring, Maryland, where she attended high school. After graduating from college in New Jersey with a degree in mathematics (who says all lawyers hate math?), Somita went to work at Prudential Life Insurance Company, providing her with her foundation in financial services and insurance that would serve her well as an estate planning and probate attorney.
5201 Great America Pkwy, Santa Clara, CA 95054, USA
Ms. Basu began her career in financial services and insurance and has lived and worked across the globe, working with blue chip Fortune 500 companies. Her career has taken her from the New York City metropolitan area to India and Singapore, where she gained a unique perspective on global business practices and cultures. She has worked in senior management positions with a culturally diverse workforce. Having lived abroad for 13 years, Ms. Basu is particularly sensitive to how different cultural views can influence decision-making and risk appetite. She brings this holistic outlook to help her clients address legal problems, always taking the time to explain issues in terms clients can easily understand. Ms. Basu addresses complex issues in estate planning and probate cases, always keeping in mind the cultural ramifications of immigrant cultures. Ms. Basu is a member of the American Bar Association, including its section on Real Property, Trusts and Estates. She is also a member of the Silicon Valley Bar Association, which focuses exclusively on the issues of estate planning and probate. She is actively engaged in pro bono representation and has volunteered significant time with legal aid services organizations.
526 West Center Street, N-105, Pleasant Grove, UT 84062
Uillame (pronounced Wee-Yum) spent four years helping small business owners plan for their future and four years as in-house counsel at an international corporation before teaming up with Cary at Priority Law. He earned his law degree and IP Certificate from the University of New Hampshire School of Law, his MBA from Texas A&M University-Commerce, and his bachelor's degree in Business Management from Utah Valley University where he received the Steven W. Gibson Entrepreneurial Scholarship. Uillame is licensed to practice law in Utah.