Estate Planners Day 2018 - Death and Giving: Considerations and Insight for Estate Planners

Date: Thursday, October 25, 2018
Time: 7:30am - 12:00pm
Location: Saddle Brook Marriott, Saddle Brook, NJ
Speaker: Stephan R. Leimberg, CEO and Publisher Leimberg Information Services, Inc.








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.   

Leimberg’s NumberCruncher Software ( and Leimberg Information Services, Inc. (LISI) are used by both the IRS and thousands of Estate Planning practitioners throughout the country.


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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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- Platinum- 

- Silver - 

- Exhibitors - 

ACM Wealth

Appraisal Economics, Inc.

American Cancer Society



Empower Retirement

Fidelity Charitable

InterActive Legal


U.S. Trust, Bank of America Private Wealth




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Continuing Education: 

CTFA - 3.75 "ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  Death and Giving: Considerations and Insight for Estate Planners has been approved for  3.75 CTFA credits.    This statement is not an endorsement of this program or its sponsor."  Certification holders must report these credits at

CFP - 3.5 credits The CFP Board has granted 3.5 credits for Program Name: Death and Giving: Considerations and Insight for Estate Planners, Program ID: 253183

NJ CPE - 3.5 credits. Death and Giving: Considerations and Insight for Estate Planners. (Topic: Tax, Consulting Services; Level: Intermediate). See link below for Program Notification.

NJ CLE - 3.7 credits. Death and Giving: Considerations and Insight for Estate Planners. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.7 hours of total NJ CLE (0.0 Ethics). Course #50. 

NJ Insurance - NO Credits available. 




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