Stephan R. Leimberg

Stephan R. Leimberg

Story posted in on 11 May 2004
audience: PGDC Network | last updated: 15 June 2011

Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, President of Leimberg Associates, Inc., a publishing, software, and marketing consulting company in Bryn Mawr, Pennsylvania, CEO of LISI and Vice President of Leimberg and Leshner, a web based data delivery and web site creation service. Leimberg is the 1998 Edward N. Polisher Lecturer of the Dickinson School of Law and was awarded the Excellence in Writing Award of the American Bar Association's Probate and Property Section. He is Editor, Keeping Current published by the Society of Financial Service Professionals, Creator of, and is also a Lecturer-in-Law in the Masters of Taxation Program of Villanova University School of Law.

A nationally known speaker on estate planning, Professor Leimberg has addressed the Miami (Heckerling) Tax Institute, the NYU Tax Institute, the National Association of Estate Planners and Councils, and the AICPA's National Estate Planning Forum. He has also addressed the Notre Dame Law School, Duke University Law School's Estate Planning Conference, and the National Association of Estate Planners and Councils. Leimberg has also spoken to the Federal Bureau of Investigation, the National Aeronautics and Space administration, the Philadelphia Academy of Music, and the Philadelphia Museum of Art. He has been frequently quoted in the Wall Street Journal, Forbes, Fortune, Standard and Poors' Outlook, The Christian Science Monitor, Bloomberg's Financial, and Kiplingers. His most recent software packages are ESTATE PLANNING QuickView (instant calculations & flow charting) and TOWARD ZERO ESTATE TAX (PowerPoint Client-Oriented Seminar Presentation).

Mr. Leimberg can be reached at


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