The Tools & Techniques of Life Insurance Planning, 9th Edition

The late Stephan R. Leimberg was CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, CEO of LISI, Leimberg Information Services, Inc., an email newsletter service, and President of Leimberg Associates, Inc., a publishing and software company. He was an Adjunct Professor in the Masters of Taxation Program of Villanova University School of Law and former adjunct at Temple University School of Law. He holds a B.A. from Temple University, and a J.D. from Temple University School of Law. Leimberg was the Editor of the American Society of Financial Service Professionals audio publication, Keeping Current.

Leimberg was the author or co-author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg was the creator and principal author of the entire nine-book Tools & Techniques series, including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, The Tools & Techniques of Practice Management, and The Tools & Techniques of Retirement Income Planning. Leimberg was co-author of Tax Planning with Life Insurance with noted attorney Howard Zaritsky, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick. He was also a contributing author of the American Bar Association’s The Lawyer’s Guide to Retirement.

Leimberg was co-creator of many software packages for the financial services professional, including Estate and Financial Planning NumberCruncher (estate planning), DeCoupleCruncher (estate planning), Financial Analyzer II (financial calculations), Estate Planning Quickview (Estate Planning Flow Charts), Life Settlement NumberCruncher (life settlement buy-hold analysis), Planning Ahead for a Secure Retirement (PowerPoint Client Seminar) and Toward a Zero Estate Tax (PowerPoint Client Estate Planning Seminar).

A nationally known speaker, Professor Leimberg addressed the Miami Tax Institute, the NYU Tax Institute, the Federal Tax Bar, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, the National Association of Estate Planners and Councils, the AICPA’s National Estate Planning Forum, the ABA Section on Taxation, and The Annual Meeting of the American Society of Financial Service Professionals. Leimberg also spoke to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He was 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 was also a recipient of the President’s Cup of the Philadelphia Life Underwriters, a two-time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named Edward N. Polisher Lecturer of the Dickinson School of Law and 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award.

Leimberg’s LISI email newsletter/data base at www.leimbergservices.com is used daily by thousands of estate, financial, employee benefit, charitable, and retirement planning practitioners.

Keith A. Buck, J.D., LLM, CLU, FLMI, is an Assistant Vice President with Pacific Life’s Advanced Designs Unit. He has over twenty-three years of experience working in the life insurance industry as an estate and business planning attorney. As part of his role at Pacific Life, Keith provides support to life insurance producers and professional advisors on a variety of estate, business, and retirement planning issues. He also travels extensively where he gives presentations to life insurance producers and professional advisors. He has spoken at several national industry conferences such as the MDRT Top of the Table Conference, LIMRA Advanced Sales Conference, and the AALU Annual Meeting. He has also had several articles published in various publications, including Best’s Review, Journal of Financial Service Professionals, Estate Planning Journal, and Steve Leimberg’s LISI newsletter.

Keith obtained his law degree from Drake Law School in Des Moines, Iowa. While at Drake, Keith was the Projects Editor of the Drake Law Review and, ultimately, graduated Order of the Coif. He subsequently went on to receive his Master of Laws (LL.M.) in taxation from Boston University Law School. He also holds the Chartered Life Underwriter (CLU) and the Fellow, Life Management Institute (FLMI) designations.

Keith resides in Laguna Niguel, California with his wife, Sharon, and their five boys.