Inland Empire Estate Planning Seminar

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Inland Empire Estate Planning Seminar

The IEEPS offers the opportunity for regional and national estate and financial planning professiona

03/30/2026

The Inland Empire Estate Planning Seminar is back for its 47th year.

Join industry experts for a day of valuable insights, curated panels, and meaningful networking with professionals in the field.

✔ Earn up to 4 hours of CEU credits
✔ Connect with leading estate planning professionals
✔ Stay ahead with current strategies and discussions

Secure your spot early, early bird pricing won’t last.

Get your tickets now.

02/26/2026

$84 trillion.

That’s the estimated amount of wealth expected to transfer between generations by 2045.

This isn’t just a statistic, it’s the largest wealth transition in history.

With shifting tax frameworks, evolving family structures, digital assets, closely held businesses, and increasing cross-border considerations, estate planning is no longer static drafting. It requires foresight, coordination, and continuous evolution.

The question isn’t whether wealth will transfer.
The question is whether our strategies are keeping pace.

IEEPS exists to equip estate planning professionals with the advanced education, insight, and peer collaboration needed to navigate this unprecedented shift.

If you’re committed to elevating your practice and staying ahead of generational change, join the conversation at IEEPS.

Learn more at ieestateplanningseminar.org

*Source: Cerulli Associates estimate on intergenerational wealth transfer.

02/17/2026

The Inland Empire Estate Planning Seminar is back for its 47th year.

For nearly five decades, professionals across the Inland Empire have gathered to stay ahead of the ever-evolving landscape of estate planning, from tax strategy and wealth transfer to trust administration and protecting client legacies.

This isn’t just another event. It’s a long-standing tradition of education, insight, and connection for estate planners who take their craft seriously.

If you’re committed to serving your clients at the highest level, this is where you need to be.

Secure your spot and join us for year 47.
More details to come.

01/02/2026

The year ahead in estate planning is anything but static.

From continued legislative and regulatory uncertainty to a growing focus on incapacity planning and holistic strategies, 2026 is shaping up to be a year that rewards preparedness, adaptability, and collaboration.

Clients are asking better questions.
Expectations are evolving.

And the role of the estate planning professional continues to expand beyond documents alone.

Staying informed and connected is no longer optional. It’s essential.

As we move through the year, we’re committed to bringing professionals together to share insights, stay ahead of changes, and navigate what’s next in the estate planning landscape.

Here’s to a thoughtful, proactive year ahead!

12/25/2025

Merry Christmas and happy holidays from all of us to you! Wishing you all a warm holiday season and we can’t wait to show you what we have in store for 2026.

Hope you have a warm holiday season! 🤍

10/29/2025

Only a few days left to grab your tickets for the 46th Annual Inland Empire Estate Planning Seminar! 🏛️

Earn up to 4 hours of CEU credits, connect with leading estate planning professionals, and gain the latest insights shaping the industry — all in one day.

Join us in person at the DoubleTree by Hilton San Bernardino or virtually from anywhere.

🎟️ Don’t wait — seats are filling fast!
Secure your spot today and be part of one of the Inland Empire’s most respected professional events.

10/23/2025

💻 Did you know you can attend virtually?

The 46th Annual Inland Empire Estate Planning Seminar is happening November 5th, 2025, at the DoubleTree by Hilton San Bernardino and this year, you can join us from anywhere.

Hear from top estate planning professionals, get valuable legal insights, and stay ahead on the latest strategies shaping the field.

🎟️ In-person & virtual registration open
👥 Discounts available for group bookings

Less than two weeks to go. Get your tickets before they’re gone!

10/09/2025

Less than one month remains until the 46th annual Inland Empire Estate Planning Seminar.

Get your tickets now before they’re gone.

Link in bio.

09/04/2025

Will we be seeing you there?

Did you know you can attend the 46th annual Inland Empire Estate Planning Seminar in-person or virtually?

Come in-person and network with top executives in the industry or get your CEU credits from the comfort of your home as you listen to world-class speakers.

Visit the link in bio to get your ticket today before they’re all sold out.

08/25/2025

📢 Mark your calendars!

The 46th Annual Inland Empire Estate Planning Seminar is happening November 5, 2025, a must-attend event for estate planning professionals, attorneys, CPAs, and financial advisors.

This year’s lineup of expert speakers includes:
⚖️ Lavar Taylor — Tales from the Crypt: Fiduciary Liability for Taxes Owed by a Decedent or Insolvent Taxpayer
🛡️ Gordon Stuart — Spotting Elder Abuse and Undue Influence When Creating an Estate Plan
💡 Teresa Rhyne — How and When To Talk To Clients About Charitable Giving
👩‍⚖️ Judge John G. Evans — Civility in Trust, Estate and Probate Practice: Observations of a Probate and Trial Judge Who Never Practiced Probate

Don’t miss this opportunity to gain insights, sharpen your skills, and connect with leading voices in estate planning.

📅 November 5, 2025
📍 DoubleTree by Hilton San Bernardino

👉 Reserve your spot today and be part of the conversation shaping the future of estate planning.

ieestateplanningseminar.org

08/19/2025

Tickets are going fast!

Don’t miss out on one of the best and longest-lasting events in the industry.

The Inland Empire Estate Planning Seminar will be happening November 5th 2025.

Get up to 4 hours of CEU credits, listen to speakers discuss exclusive topics and network with the best in the industry.

Attend in-person OR online.

Get your tickets now at the link in bio.

Address

P. O. Box 444, San Dimas, CA 91773-0444
San Dimas, CA
91773

Website

http://ieestateplanningseminar.org/

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