Past Events

November 5, 2025 46th Annual Inland Empire Estate Planning Seminar
DoubleTree by Hilton, San Bernardino
October 21, 2025 Onboarding New Clients and the Fundamentals of Conflicts of Interest
Joel Osman, Esq. Partner/General Counsel at Parker Shaffie, LLP
September 16, 2025 Why Should You Care About Proposition 19?
Jeff Prang, Los Angeles County Assessor
May 6, 2025 May In-Person Meeting; Crafton Hills College hosts EPCSB
Topic: Planned Giving
April 15, 2025 Estate Planning and Fraud
Christopher Shumate, Esq.
March 18, 2025 Life Insurance Settlements - Benefits For Your Client . . . And You (rescheduled from September 2024)
Lisa Rehburg
February 18, 2025 February Virtual Meeting - Paying Caregivers from a Trust
Cheryl Severson of TEAM Risk Management Strategies
January 8, 2025 Joint Meeting with EPC Riverside - When Can A Trustee Use Trust Funds for Litigation - Limitations & Considerations
Gordon Stuart, Esq.
December 17, 2024 Identifying Red Flags for Capacity and Undue Influence
Stacey Wood, PhD.
November 6, 2024 45th Annual Inland Empire Estate Planning Seminar
Marriott Riverside at the Convention Center
October 20, 2024 61st Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference
Disneyland Resort - Anaheim, CA October 20 - 24, 2024
October 15, 2024 The Probate Referee System and the Role of the Referee
Bud Garvin, Probate Referee
September 17, 2024 Life Insurance Settlements - Benefits For Your Client ....and You
Lisa Rehburg
May 15, 2024 Title Insurance Issues for Estate Planners - 2024 Updates
Kevin Sayles, Vice President of Lawyers Title
April 17, 2024 What Every Estate Planning Professional Should Know About Intellectual Property
Kumar Maheshwari, Esq.
March 20, 2024 March Meeting/Social Event
February 21, 2024 Risk Mitigation for the Successor Trustee
Josh Yager, Esq., CFP, ChFC
January 17, 2024 January Joint Meeting with EPC Riverside: Observations from the Bench
The Honorable Tara Reilly (Ret.)
December 20, 2023 December In-Person Meeting: Eviction Law Updates
James Blucker, Esq.
November 1, 2023 44th Annual Inland Empire Estate Planning Seminar
October 18, 2023 Heggstad Redux: The 30th Anniversary
Honorable Glen M. Reiser (Ret.) from JAMS Estate/Probate/Trust Practice Group
September 20, 2023 Proposition 19 Revisited: Proactive Planning Techniques and Practice Pointers
Gregory R. Broege, Esq.
May 25, 2023 May Lunch & Learn Webinar "Elder Law and Special Needs Planning"
Bernard A. Krooks, JD, CPA, LL.M.(taxation), CELA, AEP® (Distinguished)
May 17, 2023 A Practical Guide to Crypto Assets for Trustees and Administrators
Jeremy L. Lau, CFA CFP and Jared Ong, CFP
April 27, 2023 April Lunch & Learn Webinar "Do's and Don'ts of Estate Planning for Millennials"
Christine S. Wakeman, JD
April 19, 2023 Hospice and End of Life Issues - A Bit on the Lighter Side
Regan Douty, MS DO
March 30, 2023 March Lunch & Learn Webinar "Hot Topics in Estate Planning - Finding Gems in the Ashes of a Dumpster Fire"
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
March 15, 2023 Clean Up on Elm Street! - Issues of Hoarding, Code Violations and Biohazard Clean-up
Don Gilmartin from Steri-Clean
February 23, 2023 February Lunch & Learn Webinar "529 Planning - Happy 25th Birthday"
Susan T. Bart, JD
February 15, 2023 Issues of Capacity and Undue Influence: A Psychological Perspective
Dr. Robert Sawicky, PhD
January 11, 2023 Joint Meeting with EPC Riverside - Retirement Plans for Small Business Owners
Victoria Molina Buckels
December 21, 2022 December Social Meeting - Escape Craft Brewery - Downtown Oasis in Redlands
November 1, 2022 43rd Annual Inland Empire Estate Planning Seminar
October 19, 2022 Marrying into Elder Abuse
Ellen McKissock, Esq.
September 21, 2022 Business Transitions - Preparation, Valuation and Execution
William F. Ziprick, Esq. & Rick Rayl of Transworld Business Advisors
June 15, 2022 Council Appreciation Night - Virtual Wine Tasting
Presented by Brenda Lorenzi of Lorenzi Estate Vineyards
April 20, 2022 Personal Property Valuation
Johan Graham from Bid Last and Fast Premier Auctions
March 16, 2022 The Secure Act
Michell O'Haren
February 16, 2022 United States Income, Estate and Gift Taxation of Aliens
Jane Peebles, Esq.
January 19, 2022 January Joint Meeting with EPC Riverside (Topic: Eviction Law Updates)
Steve Duringer, Esq.
December 15, 2021 Identifying Document Fraud in Probate and Elder Abuse Cases
Mike Wakshull
November 10, 2021 42nd Annual Inland Empire Estate Planning Seminar
October 20, 2021 Business Valuations and How Proposed Legislation Can Affect Them
Ed Alvarado
September 15, 2021 Financial Exploitation and Undue Influence
Alisha Johnson, Psy.D.
May 19, 2021 May Virtual Social
Chocolate Tasting hosted by Parliament Chocolate
April 21, 2021 Protecting Your Client While Protecting Yourself: Best Practices in Handling Trust and Estate Matters
David Cantrell, Esq. and Brad Zurcher, Esq.
March 17, 2021 Family Law and Estate Planning Cross-overs
Dayn Holstrom, Esq.
February 17, 2021 Pitfalls in Estate Planning
Donnasue Smith Ortiz, Esq.
January 6, 2021 Joint Meeting with EPC Riverside "Decision Biases and Financial Decision Making"
Boris Maciejovsky, Associate Professor of Management, UC Riverside
December 16, 2020 Business Succession Planning in the New Normal
Stephanie Buckley
November 18, 2020 41st Annual Inland Empire Estate Planning Seminar
October 21, 2020 The Underbelly of Asset Protection: Administration of the BK Estate
M. Wayne Tucker, Esq.
September 16, 2020 Communication, Leadership & Team Building in the Age of Covid-9
Stan Morrison
August 6, 2020 Virtual Wine Tasting hosted by EPCSB
Chris Kern of Forgotten Grapes; Amy J. Butler of Ranchero Cellars
May 20, 2020 May Meeting - Council Appreciation Luncheon - CANCELLED
April 15, 2020 APRIL MEETING CANCELLED
Professional Malpractice - What Estate Planning Professionals Need to Know will be rescheduled
March 18, 2020 MARCH MEETING CANCELLED
Pitfalls in Estate Planning - Will be rescheduled to another date
February 19, 2020 The Unknown Child: Advances in DNA Testing and the Future of Estate Planning and Trust Administration
Scott Rahn, Esq.
January 15, 2020 Guns - Transfer and Ownership and Other Firearms Related Issues Encountered by Estate Planning Professionals
Nick Buchholz, Esq.
December 18, 2019 Current Estate, Probate and Trust Issues - An Interactive Panel Presentation
Facilitator: Paul M. Shimoff, Esq. Panelists: David E. Foate, Esq. and Trevor Martin, Esq.
November 13, 2019 40th Annual Inland Empire Estate Planning Seminar
October 16, 2019 Probates, Trusts, and POA's from a Title Perspective
Tom Bernath
September 18, 2019 Updates on Employment Law
Geoffrey H. Hopper, Esq.
May 15, 2019 May Meeting at University Club - University of Redlands
Council Appreciation Night
April 17, 2019 Probate From the Real Estate Side
Speaker: Leslie Shrimplin, V.P. Lawyers Title
March 20, 2019 Fraud and its Impact on Small Business, Estates and Trusts
Kathy Johnson, CPA, CFF, CGMA, MBA
February 20, 2019 California Regional Centers for the Developmentally Disabled - Eligibility and Services
Jim Huyck
January 9, 2019 Dealing With 5 Generations in the Workplace -Joint Meeting with Riverside EPC
Speaker: Stan Morrison
December 19, 2018 Mental Disorders: Categories, Diagnosis and Coping Strategies When Dealing with Mental Disorders
Speaker: Donna Bogdanovich
November 14, 2018 39th Annual Inland Empire Estate Planning Seminar
October 17, 2018 Tax Reform Highlights
Speaker: Katie Vander Veen CPA
October 11, 2018 EPC San Bernardino Fall Mixer
Hosted By: Law Office of Jennifer Daniel
September 19, 2018 Business Succession Planning: Protecting the Family Legacy Using Life Insurance
Speaker: Vicente Pina
May 16, 2018 Investor Behavior
Speaker: Benjamin Britt, CFP CLU
May 4, 2018 Robert G. Alexander Webinar Series - Basis Planning
John J. Scroggin, JD, LL.M, AEP (Distinguished)
April 18, 2018 Social Security and Today's Family
Michelle O'Haren
March 21, 2018 Capacity and Undue Influence - A Case Study
Stacey Wood, Ph.D.
February 21, 2018 Insights Into the Philanthropic Mind - What Advisors Need to Know
Greg Fisher
February 2, 2018 Robert G. Alexander Webinar Series- Decanting an Irrevocable Trust: The Ultimate Do-Over
Steven J. Oshins, JD, AEP (Distinguished)
January 17, 2018 An Unholy Alliance: California's Documentary Transfer Tax and Property Tax Change in Ownership Law
Gregory R. Broege, Esq.
December 20, 2017 BEYOND WORDS: Building Your Personal Credibility Through Non-Verbal Communication
Janet Larsen Palmer, Ph.D., Neal Larsen Palmer, Ph.D.
November 8, 2017 38th Annual Inland Empire Estate Planning Seminar
October 18, 2017 IRA's: Pre-Mortem Planning and Post-Mortem Administration
Bradford N. Dewan, Esq.
September 20, 2017 Alzheimer's Disease: Diagnosis, Treatment, and Dementia Medications
Kent Peppard, Ph.D.
May 17, 2017 Liar, Liar, Pants on FIRE!
Janet Larsen Palmer, Ph.D. and Neal Larsen Palmer, Ph.D.
April 19, 2017 Bankruptcy in Conservatorship Proceedings- What Attorneys and Fiduciaries Need to Know
Michael G. Gouveia
March 15, 2017 Estate Planning for Digital Assets
Philip M. Savage IV
February 15, 2017 Elder Abuse and Undue Influence - What More Can We Do After APS Says There is Nothing More That Can Be Done?
Andrew Turk, San Bernardino County Deputy District Attorney and Stacey Wood, Ph.D
January 27, 2017 Robert G. Alexander Webinar Series - Top Ten Estate Planning and Estate Tax Developments of 2016
Ronald D. Aucutt, JD, AEP (Distinguished)
January 4, 2017 What I Would Want to Know About The Life Insurance Business If I Didn't Already Know It (or at least thought I did!) - Joint Meeting with Riverside Estate Planning Council
Clark McCleary
December 21, 2016 The New, Old Fiduciary Rules
Harley L. Bjelland, Owner of The ERISA Law Firm
November 2, 2016 37th Annual Inland Empire Estate Planning Seminar
October 19, 2016 Estate Planning for Procrastinators
Paul M. Polito, CPA
September 21, 2016 Why Your Clients Don't Do What You Tell Them To
Michel Zelnick
May 18, 2016 2016 YEAR END CELEBRATION "Gangway For the Women"
Charlie MacVean
April 20, 2016 Property Tax: Change In Ownership Law For Estate Planners
Attorney Greg Broege
March 16, 2016 Understanding Today's Affordable Care Act and ABLE Act
Louis Masry of Millennium Settlement Consulting
February 17, 2016 Veteran's Aid & Attendance Benefit Planning
Attorney Esther C. Wang
January 13, 2016 Philanthropy From A Philanthropist's Perspective - Joint Meeting with Estate Planning Council of Riverside County
Randall Lewis
December 16, 2015 Understanding Dementia And Alzheimer's Disease
Kent Peppard, Ph.D.
November 4, 2015 36th Annual Inland Empire Estate Planning Seminar
October 21, 2015 Philanthropic Imagineering
Raymond T. Rotolo, Director of Planned Giving at Claremont McKenna College
September 16, 2015 Financial Elder Abuse
Attorneys John C. Lansing, & Linda Torossian, Partners at Taylor, Summers, Torossian & Lansing LLP.
May 13, 2015 2015 YEAR-END CELEBRATION
Master Magician, Tom Ogden
April 8, 2015 SPECIAL NEEDS TRUSTS
Dennis Sandoval. J.D., LL.M (Tax), CELA, AEP
March 11, 2015 LEGAL ISSUES RELATING TO GUN POSSESSION
Bruce Colodny, Attorney
February 11, 2015 END OF LIFE-multifaceted approach. Issues for all families.
Panel Discussion featuring Jennifer Daniel, Carolyn Michaelis and Stuart Swann
January 7, 2015 Charitable Planning May Be Effective Succession Planning
James S. Aussem, Attorney, CAVITCH, FAMILO, DURKIN, LPA
December 10, 2014 CURRENT TRENDS IN APPRAISALS AND AUCTIONS OF ART, ANTIQUES, AND OTHER PERSONAL PROPERTY
Redge A. Martin, President, CLARS AUCTION GALLERY
November 12, 2014 Inland Empire Estate Planning Seminar
Various Nationally Recognized Speakers
October 15, 2014 Forensic Neuro-Psychologist Determination of MENTAL COMPETENCY
Jose Fuentes, Ph. D. Clinical Neuropsychologist
September 10, 2014 INHERITED IRAS, Issues Following the Recent Supreme Court Ruling
Steven E. Trytten, Esq., CPA, MBA
May 14, 2014 YEAR END DINNER AND CELEBRATION
Wine Tasting, Dinner and Tour of Historic Convent Building
April 9, 2014 PLANNING THAT AVOIDS LITIGATION
Thomas Dominick, Partner, Fullerton, Lemann, Schaeffer and Dominick, LLP
March 12, 2014 CHARITABLE GIFT ANNUITIES: 10 Things an Estate Planning Advisor Should Know
Stephanie Buckley, Associate Vice Chancellor, Pepperdine School of Law
February 12, 2014 SNIPS & SNAILS & PUPPY DOGS TAILS, Dealing with What's Left Over, Administering the Estate
Lantson Eldred
January 8, 2014 ASSET PROTECTION
Jacob Stein, J.D., L.L.M. Kleuger and Stein, LLP, Encino
December 11, 2013 GROW YOUR BUSINESS BY BUILDING YOUR REFERRAL RELATIONSHIPS
John Rodolff, President, Venture Builders, Inc San Diego
November 6, 2013 INLAND EMPIRE ESTATE PLANNING SEMINAR
Nationally Known Speakers
October 9, 2013 ETHICAL AND LEGAL IMPACT OF FIDUCIARY DUTY ACCOUNTABILITY
Brian J. Kurbjeweit, Faculty Fellow, Banta Center for Business and Ethics, U of R.
September 11, 2013 DEFENSE OF MARRIAGE ACT: How It Impacts Estate Planning
Pamela Valencia, Attorney, Riverside
May 17, 2013 Year-End Celebration Luau
Hawaiian Dancers including the FIRE DANCE
April 9, 2013 China's Growth Implications for You, America and the World
Professor Walter Hutchens, Hunsaker Chair in Global Business, University of Redlands.
March 12, 2013 Expand Choices by Creatively Unwinding Irrevocable Trusts
Jacob Stein, Esq. Klueger & Stein. LLP, Los Angeles
February 12, 2013 Elder Abuse
Tristan Svare, Deputy District Attorney, Elder and Dependent Adult Abuse Prosecution
January 9, 2013 EPCSB The Impossible Dream or a Match Made in Heaven- UPIA and TOLI
Gary Flotron, MBA, CLU, ChFC, AEP
December 11, 2012 Holiday Celebration Ethical Wills and Legacy Pathways
Sheri Kohlman
November 28, 2012 33rd INLAND EMPIRE ESTATE PLANNING SEMINAR
Nationally Known Speakers
October 9, 2012 Legal Landscape of Assisted Reproduction
Professor Kristine Knaplund, Professor of Law, Pepperdine University
September 11, 2012 Cognitive Aging, Dementia and Management
A. Dean Sherzai, M.D.
May 8, 2012 YEAR END DINNER AND ENTERTAINING SPEAKER
Dr. Leslie Martin HOW TO LIVE LONG AND PROSPER
April 10, 2012 Tax Evasion and Money Laundering
Rick Speier, Retired Criminal Investigator, IRS
March 13, 2012 The Role of the Professional Fiduciary in Estate Planning
W.A. (Sam) Hlavaty, NCG, CLPF
February 14, 2012 EPCSB, Tuesday, February 14, Topic: MEDIATION
Richard Pershing, Attorney at Law
January 10, 2012 Elder Abuse
Paul Greenwood, J.D. Deputy District Attorney, San Diego
January 9, 2012 Coming Soon
National Association of Estate Planning Professionals Speaker
December 13, 2011 Celebrate the Holiday Season BEHIND THE SCENES AT STORAGE WARS
Dan Dotson, Featured Auctioneer from
November 9, 2011 Inland Empire Estate Planning Seminar
Various Nationally Acclaimed Speakers
October 21, 2011 ESTATE PLANNING DAY
A.J. Beechko, Joanna Averett, Craig Wilson, John Serbein, Phil Savage, 1V
October 11, 2011 WHAT CAN I BUY WITH MY CHARITABLE DOLLARS
Phil Savage, IV and John Serbein.
September 13, 2011 WHAT HAPPENED TO COMMERCIAL REAL ESTATE DURING THE CREDIT CRISIS & Where Are the Markets Headed Now
Robert E. Dietrich, CCIM, MAI, Managing Director, FMV Opinions Inc.
September 11, 2011 WHAT CAN I BUY WITH MY CHARITABLE DOLLARS
Phil Savage, IV and John Serbein.
May 11, 2011 44th Year End Party A Magical Evening
Members and their spouses or guest
April 13, 2011 From Recession to Recovery...and Back? Economic Realities and Risks for the Inland Empire
Johannes Moenius, Director of International Business Initiatives, University of Redlands.
March 9, 2011 The Elements of Heritage Planning
Brian S. Seaman, Certified Wealth Consultant
February 9, 2011 Tax Update
Kelly Allen, CPA
January 5, 2011 Leveraged Transfers in the Light of Current and Potential New Legislation
Joseph Falanga, CPA, AEP, President, NAEPC,
December 8, 2010 Charitable Planning Techniques in this Environment
Stephanie Buckley, J.D., LL..M.
November 10, 2010 Thirty First Inland Empire Estate Planning Seminar
Excellent speakers from Estate Planning Profession
October 13, 2010 Trust Owned Insurance, Trustee Liability and the Prudent Investor Act
Frank M. Campbell, CLU and Jay Schumaker, Investment Advisor
September 8, 2010 Advantages of Geriatic Assessment Linked to Capacity Declaration Evaluation
John Franklin Randolf, M.D.
May 12, 2010 Estate Planning Council of San Bernardino County 43rd Annual Year End Gathering
April 14, 2010 THE TOP TEN MYTHS ABOUT SOCIAL SECURITY
Bob Hartnett, Public Affairs Specialist, Social Security Administration
March 10, 2010 Retirement Planning Opportunities with Tax Law Changes.
Keith Baumgarn, CLU, ChFC, QPA, CRC.
February 10, 2010 Medi-Cal Regulations: They are A'Changing
Robert J. Cullen, CFP (r)
January 13, 2010 What in the World? Global Reflections on the US Economy
Ash Rajan and Michael Steelman
January 5, 2010 Leveraged Transfers in the Light of Current and Potential New Legislation
Joseph Falanga, CPA.. AEP, President, NAEPC,
December 9, 2009 SBEPC December meeting topic "Mediations and Arbitrations, alternative dispute resolution
Hon. George P. Schiavelli
October 14, 2009 Current Issues in Valuations Relating to Estate & Gift Tax
John Glenn & Brad Cashion, The Mentor Group
September 9, 2009 Wading Out an Economic Recession: Keep Your Eye On the Big Picture
Lee S. Bertrand, VP - Citizen's Business Bank
May 13, 2009 Estate Planning Council of San Bernardino County 42nd Annual Year End Gathering
Jewelry Road Show and Dinner Event
April 8, 2009 The Devil Made Me Do it...or Was it the State? and What Role for Conscience in Service-Oriented Prof
Mark F. Carr, PhD., MDiv and David R. Larson, Ph.D, DMin
March 11, 2009 Economic Update
Bank of America Specialists
February 11, 2009 Special Needs Planning:
Stephen W. Dale, J.D., L. L. M.
January 7, 2009 Unintended Consequences - How the Best Laid Estate Plans Fail, Solutions to Unforeseen Problems
Brian Lee, E'Bus Consulting and Phillip Savage, IV, Gresham Savage Noland & Tilden
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