In this episode, Sam talks with Philip M. Savage IV, director at Fennemore and 30-year estate planning veteran, about the role the Inland Empire Estate Planning Seminar has played in his practice and in the growth of high-level probate and estate planning work across the region.

They walk through the seminar’s 47-year evolution — from its roots with local estate planning councils and CLU organizations to today’s nonprofit board that continues to bring national-caliber education to San Bernardino and Riverside counties. Phil explains why practitioners here no longer need to travel to coastal cities for cutting-edge content, and how consistent attendance has shaped his network and expertise.

They preview the upcoming annual seminar in San Bernardino, highlighting sessions on probate mediation, working with corporate trustees, current developments in estate planning, and charitable giving. Along the way, they unpack practical charitable planning ideas like contingent and endowed gifts, drafting for changing purposes, and giving clients’ families flexibility to redirect gifts while honoring intent.

Listeners learn how multidisciplinary collaboration among attorneys, CPAs, financial planners, fiduciaries, insurance professionals, and elder-care specialists leads to better outcomes for clients, and why the Inland Empire’s scale and culture make it an unusually supportive place to build those relationships and practice estate planning.

In this episode, you will hear:

• Origins and 47-year history of the Inland Empire Estate Planning Seminar and its nonprofit board  
• Who the seminar serves
• Overview of featured topics and speakers for the upcoming annual seminar in San Bernardino  
• Charitable giving strategies including contingent gifts, endowed gifts, and drafting for changing charities  
• The power of multidisciplinary collaboration to better serve estate planning clients  
• What makes San Bernardino and Riverside counties a uniquely connected and rewarding place to practice law  

Resources from this Episode

https://www.fennemorelaw.com/people/attorneys/philip-m-savage-iv/ 

https://www.ieestateplanningseminar.org/

The 6-Stage Probate Process: How to Navigate California Probate: https://a.co/d/82310Rw 

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