ARE YOU ORGANIZED, UPDATED & PROTECTED WITH YOUR PERSONAL AND BUSINESS PLANNING?

Your Asset Protection Assessment:

Your initial call with David Calderon is a complimentary, strategy-focused conversation designed to give you real clarity—not a sales pitch. We’ll take a closer look at your current situation, identify potential risks, and begin mapping out how your assets should be structured for proper protection. 


You’ll walk away with a better understanding of what’s working, what may be exposed, and the specific next steps to get organized and put a plan in place.

Sample Assessment Areas:

  • How exposed your personal and business assets are to lawsuits
  • ​Whether your current entities (LLCs, corporations) are structured properly
  • ​Gaps between your insurance coverage and actual risk
  • ​How to separate personal assets from business and real estate holdings
  • ​Strategies to protect equity in real estate and other appreciating assets
  • Whether your current state/jurisdiction is optimal for asset protection
  • ​How your trust (if you have one) fits into your protection strategy
  • ​Common mistakes that can “pierce the veil” of your entities
  • ​Exposure related to partnerships, co-owners, or joint ventures
  • ​How to protect retained earnings and cash inside your business
  • ​Immediate next steps to organize, restructure, and strengthen your protection plan

"Poor or outdated planning can lead to financial and emotional pain on a massive scale.

I am passionate about safeguarding you, your family, and your business."

David Calderon, Esq.

David R. Calderon is a Senior Partner at BarthCalderon, LLP, where he focuses on helping business owners, real estate investors, and families protect, grow, and transition their wealth with confidence. With more than three decades of legal experience, David brings a practical, strategic approach to asset protection, estate planning, business structuring, and complex legal matters impacting closely held businesses and high-net-worth individuals.


David’s work is centered on designing proactive legal strategies that safeguard assets from lawsuits, creditors, and unforeseen risks. He regularly advises clients on structuring entities, protecting real estate holdings, and integrating advanced estate planning techniques that align with both business goals and family legacy objectives. His ability to connect legal strategy with real-world financial outcomes makes him a trusted advisor to clients navigating increasingly complex risk environments.


In addition to his planning work, David has extensive experience across a wide range of legal disciplines, including business law, real estate, trusts and estates, and litigation-related matters. This breadth of experience allows him to identify potential vulnerabilities others may miss and develop comprehensive strategies that go beyond basic planning.


David earned his Juris Doctor from Pepperdine University School of Law and has been licensed to practice law in California since 1992. He is an active member of the legal community and has been recognized by peers for his professional excellence, including selection to Super Lawyers.


Known for his straightforward, educational style, David frequently speaks to business owners and investor groups on asset protection, business strategy, and estate planning. He is committed to helping clients move from uncertainty to clarity—ensuring they not only understand their risks, but have a clear plan in place to protect what they’ve built.

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