Estate Planners Day 2018 - Death and Giving: Considerations and Insight for Estate Planners
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STEPHAN R. LEIMBERG
Stephan 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 served 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, the 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.
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DEATH AND DYING
Sensitization for the Estate Planner
Steve Leimberg will cover why every member of the estate planning team must think and know more about the psychology of death and dying. He’ll discuss the five payoffs of the estate planning process – beyond tax savings and appropriate disposition of assets – why we as professionals need to be more involved as counselors – and the feelings clients go through in their late aging and dying process. Steve will explain success factors in working with clients – and the problems of the survivors and the tools you have to help them get through their most difficult trials.
The Psychology of Giving:
How to Encourage Giant Steps Along the Philanthropic Journey
Estate Planning professionals need to know what prevents and what encourages and triggers a client’s move toward philanthropy. Steve Leimberg’s talk will help you learn how to give more comprehensive and holistic advice, quickly unlock a client’s impetus to share and transfer family charitable values to children and grandchildren, and help your clients better hone and integrate their values and goals. And by doing so, you’ll enhance your own professional credibility, develop and deepen your relationship with your clients, and involve and engage the next generation of family members.
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- Silver -
- Exhibitors -
Appraisal Economics, Inc.
American Cancer Society
U.S. Trust, Bank of America Private Wealth
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