Stephan R. Leimberg CEO is CE0 of Leimberg and LeClair, Inc., an estate and financial planning software company and President of Leimberg Associates, Inc., a publishing, software, and marketing consulting company in Bryn Mawr, Pennsylvania. He is also an adjunct professor in the Masters of Taxation Program of Villanova University School of Law. Professor Leimberg is the 1997 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 Services Professionals.
 
He is the author of many books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and principal author of the entire four book TOOLS AND TECHNIQUES series including THE TOOLS AND TECHNIQUES OF ESTATE PLANNING. Leimberg recently co-authored, with noted attorney Howard Zaritsky, TAX PLANNING WITH LIFE INSURANCE and THE NEW BOOK OF TRUSTS which he co-authored with attorneys Charles K. Plotnick and Daniel Evans.
 
Professor Leimberg is on the Board of Advisors of the Bureau of National Affairs, Tax Management - Financial Planning Service and served on the Personal Financial Planning Division Risk Management Task Force of the American Institute of Certified Public Accountants. He has served on the Board of Directors of the Philadelphia CLU Chapter and as a member of the Unauthorized Practice of Law Committee of the Philadelphia Bar Association.
 
Leimberg is co-creator of many software packages for the professional including NumberCruncher 99 (estate Planning), Business Quick View (business valuation, projection, and analysis), IRS Factors Calculator, (actuarial computations), Charitable Gift Planner (Gift Annuities, Pooled Income Fund, and Remainder Interest charitable calculations), FINANCIAL ANALYZER II. His most recent software packages are ESTATE PLANNING QuickView (instant calculations & flow charting) and TOWARD ZERO ESTATE TAX (PowerPoint Client Seminar Presentation).
 
A nationally known speaker on estate planning, Professor Leimberg, has addressed the Miami Tax Institute, the NfU 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 and 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.
 
Professor Leimberg has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also recipient of the President's Cup of the Philadelphia Life Underwriters, a two time Boris Todorivitch Lecturer, and the First Ben Feldman Lecturer.