Stephan Leimberg
Stephan R. Leimberg is an attorney, author and speaker in the fields of estate, business, and insurance planning as well as marketing for professionals. He also owns companies dealing with software, publishing, and information and analysis for attorneys and tax professionals.
Mr. Leimberg is CEO of Leimberg and LeClair Inc., which provides software for estate and financial planning and publisher of Leimberg Information Services (LISI), a newsletter service that provides e-mail information and analysis on recent tax cases, rulings, regulations, and laws in the estate, financial, charitable, retirement, and employee benefit fields. He was a Lecturer-in-Law in the Masters of Taxation programs at Temple University (1971–1995) and Villanova University (1995 -2005). Mr. Leimberg is also a fine art, wildlife and portrait photographer.
Leimberg Information Services Inc. (LISI)
Mr. Leimberg started Leimberg Information Services (LISI) in 1998 with Dr. Robert T. LeClair. LISI (pronounced "LIZZY") is an email subscription service that produces weekly newsletters written by practitioners/authorities on various legal topics. Themes include updates about new legislation, cases, rulings, and regulations in the tax and financial planning world or analysis on strategies for assisting clients.
Works
Mr. Leimberg is author and/or co-author for a number of books. He is the creator and co-author of the “Tools and Techniques” series, a set of nine-books including:
- Tools and Techniques of Estate Planning
- Tools and Techniques of Employee Benefit and Retirement Planning
- Tools and Techniques of Life Insurance Planning
- Tools and Techniques of Practice Management
- Tools and Techniques of Financial Planning
- Tools and Techniques of Charitable Planning
- Tools and Techniques of Income Tax Planning
- Tools and Techniques of Investment Planning
- Tools and Techniques of Life Settlement Planning
Mr. Leimberg is also the co-author of Tax Planning with Life Insurance, The New Book of Trusts and How to Settle an Estate.
He is on the Editorial Board of Estate Planning Magazine.
Mr. Leimberg is the creator of NumberCruncher and Estate Planning Quickview, which are software products for tax and financial planning professionals.
Speaking
Mr. Leimberg has spoken at the Hecklering (Miami) Tax Institute, NYU Tax Institute, Notre Dame Law School, Duke University Law School’s Estate Planning Conference, the National Association of Estate Planners and Councils, the AICPA National Estate Planning Forum, as well as to the FBI and NASA.
He has been quoted in The Wall Street Journal, [[The New York Times|The New York Times]],,Forbes, Fortune, BusinessWeek, Standard and Poors’Outlook, The Christian Science Monitor,Bloomberg’s Financial'', Kiplinger's, The Washington Post, SmartMoney, and Money.
Awards and Honors
- 1998 Edward N. Polisher Lecturer of the Dickinson School of Law Award
- 2004 National Association of Estate Planners and Councils Distinguished Accredited Estate Planner
- Excellence in Writing Award, American Bar Association’s Probate and Property Section
- Estate Planner of the Year, Montgomery County Estate Planning Council
- Distinguished Estate Planner, Philadelphia Estate Planning Council
- President’s Cup of the Philadelphia Life Underwriters
- Boris Todorovitch Lecturer (two-time recipient)
- Ben Feldman Lecturer
- 2008 International Nikon - Popular Photography Mentor Series Grand Prize