Estate Planners Day 2018
BIO: Stephen R. Leimberg is CEO and Publisher of Leimberg Information Services, Inc., (LISI) an e-mail and database service providing information and commentary on tax cases, rulings, and legislation for financial services professionals and CEO of Leimberg and LeClair, Inc., an estate and financial planning software company.
The 1998 Edward N. Polisher Lecturer of Dickinson School of Law and 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award, Steve was also awarded the Excellence in Writing Award of the American Bar Association's Probate and Property Section. He is former Editor, Keeping Current, a publication of the Society of Financial Service Professionals, former Lecturer-in-Law in the Masters of Taxation Programs of both Villanova and Temple University Schools of Law, and is on the Editorial Board of The Estate Planning Journal.
Steve has addressed the Washington State Bar Association Estate Planning Seminar, the Heckerling Tax Institute, Notre Dame Law School Tax Institute, ALI-ABA’s Sophisticated Estate Planning Techniques Course, ALI-ABA's Planning for Large Estates Course, NYU Tax Institute, the National Association of Estate Planners and Councils National Conference, the AICPA's National Estate Planning Forum, and Duke University Law School’s Estate Planning Conference.