|
|
Author Profile
|
|
|
Stephan R. Leimberg is CEO of Leimberg Information Services, Inc., Leimberg and LeClair, Inc., and President of Leimberg Associates, Inc. He is editor of Keeping Current, published by the Society of Financial Service Professionals and is also a lecturer-in-law in the Masters of Taxation Program of Villanova University School of Law. Professor Leimberg has addressed the Miami (Heckerling) Tax Institute, the NYU Tax Institute, Duke University’s Estate Planning Institute, The Notre Dame Estate Planning Institute, The Annual Meeting of the National Association of Estate Planners and Councils, and the AICPA's National Estate and Financial Planning Forum. |
| | | |
|
Admitted |
|
Bar of the State of Pennsylvania, 1972 |
| | | |
|
Education |
|
Temple University (J.D., 1972)
Temple University (A.B., 1965) |
| | | |
|
Professional Memberships |
|
- The American Bar Association
- The Philadelphia and Montgomery County Bar Associations
|
| | | |
|
Publications |
|
Co-author: Tax Planning with Life Insurance: Analysis with Forms |
| | | |
|
Seminars and Appearances |
|
Frequent speaker for Brokerage Firms, Insurance Companies, Estate Planning Councils, CPA Societies. |
| | | |
|
In the News |
|
Quoted in WSJ, NYT, Forbes, Fortune, Business Investor’s Daily, Bloomberg’s Financial. |
| | | |
|
|
