Stephan Leimberg
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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).[1] Mr. Leimberg is also a fine art, wildlife and portrait photographer.[2]
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.[3]
He is on the Editorial Board of Estate Planning Magazine.[4]
Mr. Leimberg is the creator of NumberCruncher and Estate Planning Quickview, which are software products for tax and financial planning professionals.[5]
He is author of the Tools and Techniques book series along with Michael Kitces, Robert Keebler, and Aaron Coates, which has been cited in a number of federal court cases and the Florida Insurance Commission Report.
In 2009, Mr. Leimberg testified before the United States Senate Special Committee on Aging as lead witness.[6]
He has also been a speaker for the American Bar Association and at various universities including New York University, University of Notre Dame, and Duke University.
He has been quoted in The Wall Street Journal, The New York Times,[7] Forbes,[8] Fortune,[9] BusinessWeek, Standard and Poors’ Outlook, The Christian Science Monitor,[10] Bloomberg’s Financial, Kiplinger's,[11] The Washington Post,[12] SmartMoney,[13] and Money.[1]
References
- 1 2 "About". leimberg.com. Retrieved January 17, 2013.
- ↑ "Unseen Images". Retrieved January 17, 2013.
- ↑ "LISI Home". Retrieved January 17, 2013.
- ↑ "Editorial Board". ria.thomsonreuters.com. Retrieved January 17, 2013.
- ↑ "Software Products". leimberg.com. Retrieved January 17, 2013.
- ↑ United States Senate Special Committee on Aging. Life Settlements: Risks to Seniors. Summary of Committee Investigation. April 29, 2009.
- ↑ Strom, Stephanie. "Charities Look to Benefit From a New Twist on Life Insurance. The New York Times. June 5, 2004.
- ↑ Harji, Sani (December 13, 2010). "Reid bill passes Senate procedural vote estate tax at 35% tax rate; $5M exemption is likely". forbes.com. Retrieved January 17, 2013.
- ↑ Geer, Carolyn T. "One Charitable Deduction That Could Land You In a Trap of Death and Taxes." Fortune. February 15, 1999.
- ↑ Hatten, Debra Ann. "As more women take careers, they're plunging into estate planning." The Christian Science Monitor. April 20, 1984.
- ↑ Goldberg, Steven. "In You They Trust." Kiplinger's. March 2007. Retrieved January 17, 2013.
- ↑ Singletary, Michelle (September 10, 2009). "The Color of Money: Playing Investment Games with Life and Death.". washingtonpost.com. Retrieved January 17, 2013.
- ↑ "Check Your Life Insurance.". smartmoney.com. February 6, 2012. Retrieved January 17, 2013.