Contact Information
San Bernardino Office
550 E. Hospitality Lane, Suite 300
San Bernardino, CA 92408
Tel: (909) 890-4499
Fax: (909) 890-9877

Practice Areas

  • Business
  • Tax
  • Trust & Estate

Education

  • J.D., Loyola Law School, 1994
  • B.A., Stanford University, 1989

Bars

  • California, 1994

 

PHILIP M. SAVAGE IV

SHAREHOLDER

Phil works with his clients to create business succession and estate transfer plans that preserve wealth and enhance family relationships.  His clients include corporations, charities, high net worth families and individuals, and fiduciaries.  He provides personalized estate planning, estate administration, and business succession counsel.  Phil provides clients with a practical approach to achieve their planning objectives, including the planning and preparation of revocable and irrevocable trusts, and the administration of trusts and estates involving estate and gift tax issues. He also advises and counsels individuals and charitable organizations on planning and implementing charitable gifts. 

Mr. Savage is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. He is a past chair of the Estate Planning, Trust, and Probate Law Advisory Commission of the State Bar of California Board of Legal Specialization. Mr. Savage has presented estate planning seminars to many organizations.

Affiliations

  • American Bar Association, Real Property, Probate & Trust Section
  • The State Bar of California, Estate Planning, Probate & Trust Section
  • University of California, Riverside, Planned Giving Advisory Board
  • California State University San Bernardino Philanthropic Foundation
  • Loma Linda University Children’s Hospital Foundation, Board Member
  • The Community Foundation, Serving Riverside & San Bernardino Counties,Board Member
  • Estate Planning Councils of San Bernardino and Riverside
  • Riverside Sunrise Rotary
  • San Bernardino Community Scholarship Association, Board Member

Presentations

  • Estate Planning Basics, University of California Riverside, April 2014
  • Estate Planning Basics, California State University San Bernardino, June, 2014
  • Estate Planning for Digital Assets, Riverside Estate Planning Council, March, 2015
  • Estate Planning and Charitable Planning, San Bernardino Valley College, January 2016
  • Estate Planning for Digital Assets, Orange County Estate Planning Council, September, 2017
  • First Steps in Trust Administration, 2018 Bench-Bar Symposium, June, 2018
  • Estate Planning – The Basics and Pitfalls to Avoid, Crafton Hills College, January, 2019

 

San Bernardino, CA
550 E. Hospitality Lane
Suite 300
San Bernardino, CA 92408

T 909-890-4499
F 909-890-9877

San Diego, CA
401 West A Street
Suite 925
San Diego, CA 92101

T 619-794-0050
F 619-615-2180