Steve speaks worldwide for banks, brokerage organizations, insurance
companies, estate planning councils, bar associations, accounting
organizations, financial planning groups, charitable consortiums,
and to lay audiences. His talks are exciting, practical, humorous,
creative, and informative and are accompanied with extensive and
comprehensive outlines.
The most popular topics include:
INSURABLE INTEREST: What Every Life Insurance Agent, Attorney, and CPA Needs To Know:
Can be 1 to 2 hours
(Suitable for All Professional Levels)
INVESTOR INITIATED LIFE INSURANCE: What It Is - How IT Works - And Pros and Cons
1 hour
(Suitable for All Professional Levels)
WHAT'S HOT, WHAT'S NOT: Recent Cases, Rulings,
Regulations involving Life
Insurance in Business, Estate, Retirement, Employee Benefit,
and Charitable
Planning.
Can be 1 to 2 hours
(Suitable for all professional levels but most appropriate for
intermediate
and advanced groups) 7 WAYS TO PAY, 7 WAYS TO PLAY
(Approx. 1.5 - 2 hours)
Is There Life After Split-Dollar? Steve discusses the Pros and
Cons of
Seven Alternative Ways to Pay Large Premiums
(Suitable for all professional levels but most appropriate for
intermediate
and advanced groups)
Family Limited Partnerships:
1 to 3 Hours
(Suitable for intermediate to advanced groups)
An extensive examination of the pros, cons, and alternatives
in addition to the income, estate, gift, valuation discount, and
generation-skipping implications and practical uses of this most
important tool for the highly successful client.
Private Annuities, Installment Sales, GRATs, and Other
Things That Go Bump in the Night:
3 Hours
(Modular: Suitable for intermediate to advanced groups)
Attendees will have a strong working knowledge of the state-of-the-art
estate and financial planning tools and techniques. You'll learn
what these devices are, when they are indicated or contra-indicated,
the key requirements, and the income, estate, and generation-skipping
tax implications as well as alternatives.
Dr. Rusty Scalpel: A Minicase With a Sharp Point:
Case study that teaches seminar presentation and case work-up
system:
3 Hours
(Excellent for all levels)
The single most popular talk Steve gives! In this three part
seminar, Steve first teaches his unique "Leimberg LIVES"
seminar presentation so attendees can themselves impress clients
with the problems faced in accumulating, conserving, and distributing
estates. He then demonstrates his Estate and Financial Planning
Alphabet, a checklist of tax oriented creative problem solving
tools. In the second part of the seminar, attendees learn a case
work-up process that's fast and efficient, enabling them to spot
problems and brainstorm practical viable solutions in minutes.
Part three takes the process full cycle. It's a special summary
technique that helps present problems and solutions to the client
and an "Action Matrix" that enables attendees to co-ordinate
the efforts of the entire planning team and log results as they
are accomplished.
Life Insurance in Charitable Planning:
1.5 hours
(Suitable for all levels)
Participants will be able to take this presentation and run with
it. Steve shares information about the benefits, tax implications,
and creative uses of life insurance in charitable planning in
a way that can be readily shared with others. Steve gives analysis
and frank opinion on leading edge - and bleeding edge concepts
- such as Charitable Reverse Split Dollar - and other forms of
dangerous over-the-top diseases.
Tough Issues in Buy-Sell Planning:
3 Hours
(Suitable for intermediate to advanced groups)
Beyond the basics, this talk uses recent actual cases and rulings
to cover tax traps and planning opportunities and covers business
succession planning in a deeper broader degree than most other
talks. Learn not just the law but how to apply it to give your
clients a leg-up - and to keep them from putting their foot in
it. Steve also covers the psycological aspects of family enterprises
so participants will know not only what makes a client or prospective
client tick but also how to wind them up.
Marketing An Estate Planning Practice:
2.5 to 3 Hours
(Suitable for all levels)
What do the National Association of Estate Planners and Councils,
The AICPA Annual Estate and Financial Planning Meetings, and the
Million Dollar Round Table have in common? This talk has drawn
a standing ovation at all of these. Steve demonstrates his "positive
differentiation" theory, "Leimberg Leveraging",
the "firestorm principal", and his "OPM/OPC/OPML"
concepts - along with over 100 "you can use tomorrow"
ideas for bringing in a steady stream of quality clients. This
session will change the way you practice - forever!
Creative Uses of Life Insurance in Estate Planning:
3 Hours
(Suitable for all levels)
Over 20 different turnkey working concepts are covered in this
talk originally created for and televised by the Pennsylvania
Bar Institute. Each idea is presented in "mini-case"
format with step-by-step guidance. Participants learn the "mass
participation perpetual gift", the "charitable gift
gambit", the "super-leaseback", the "so-simple
it's overlooked", the "carve-out", the "cut-out",
and many more sophisticated ways life insurance can be used to
enhance the financial security of a client's business, family,
or favorite charity.
An Overview of Charitable Remainder Trusts After TRA'97:
Soup to Nuts:
3 Hours (Can be 2 hours with 1 hour on Charitable Uses of Life
Insurance)
(Suitable for all levels)
This is an intensive look at CRTs. It begins with why people
make gifts in trust to charity, the pros and cons of CRTs, and
then covers the tax rules including the five percent tests, the
50 percent tests, and the 10 percent test with NumberCruncher
examples. It goes into the tier system of taxation and concludes
with a discussion of the creative uses of CRTs. A superb introduction
to novices and excellent update and review for occasional practitioners.
Ask for What You Want! Questions to ask in Business Planning
Interview:
1.5 hours
(Suitable for beginning and intermediate level professionals)
No device is more powerful to assure action and cooperation than
a properly asked question. Steve covers almost 100 questions that
should be asked in a business planning interview. He explains
how questions should be asked - and demonstrates why a poorly
asked question can turn clients off - and how a well-phrased question
can make all the difference. Active listening is a learn-able
skill and participants learn how.
Basic Estate Planning Concepts:
1.5 to 3 hours
(Suitable for beginning and intermediate levels)
Steve teaches what estate planning is with emphasis on the key
income, estate, gift, and generation-skipping rules.
Valuing a Closely-Held Business:
1.5 to 3 hours
(Suitable for intermediate to advanced levels)
Limited Liability Companies:
1.5 hours
(Suitable for intermediate to advanced levels)
This exciting new tool is explained in detail. Steve compares
these to C and S corporations, FLPs, and other entities. He covers
income, estate, gift, and GSTT implications.
How to Review a Will: A Guide for the Non Attorney Professional:
1.5 hours
(Suitable for beginning to intermediate levels)
This is a great checklist for the non-attorney (as well as an
excellent review or introduction to the new or non-estate planning
attorney). Steve explains that "what's wrong" with a
given will is more often a question of what has been omitted or
what has changed in the tax law or the client's or beneficiaries'
goals or circumstances than what has been improperly drafted.
Steve points out how the failure of the scrivener to match the
facts of the case or the circumstances or desires of the parties
with the documents can lead to serious consequences. Steve demonstrates
why the nonattorney professional can and should provide additional
strength to the attorney and enhance the quality of the client's
will by their special knowledge of the client, the beneficiaries,
and their relationship to each other.
How to Give a Speech:
This is a special one day session that Steve presents for groups
of 10 or more executives or for study groups. Participants learn
over 20 principles that will enhance their speaking skills and
ability to communicate and persuade more effectively.
The Psychology of Giving: Giant Steps Along the Philanthropic
Journey
(Approximately 1 to 1.5 hours)
Appropriate for Lay and Professional Audiences
You’ll learn how to share and transfer your family’s
ethical values to your children and grandchildren, wealth optimization,
the four fundamental human desires, what it means to be and how
to become a "Distinguished Human Being"
Psychological Implications of Business Succession Planning
(What Your Parents Never Told You!)
(Approximately 1 to 1.5 hours)
Appropriate for all levels of professionals and sophisticated
closely-held business clients
Think poor tax planning causes the loss of family businesses?
Think again! Steve Leimberg as he covers Stress and Crack in the
Process - What Causes it and How to Eliminate it, The Six Key
Issues That Every Business Owner Needs to Address - But Only If
He/She Wants the Business to Survive, Contradictions Between Family
Values and Business Values, Non-Tax Factors That Lead to Business
Succession Failure, Personality Profiles of Business Owners, Differences
Between "Old" and "New" Entrepreneurs, Profile
of Ideal Business Advisors, How to Absolutely Positively Assure
a Business will Die the Day the Business Owner Dies (or Becomes
Disabled)!, Success: Common Sense Success Rules
Ethics and Bleeding Edge Issues Involving Life Insurance:
Planners Behaving Badly
(Approximately 1 to 1.5 hours)
Created specifically for the Florida Bar Association, this talk
is appropriate for all levels of planners and multi-disciplinary
professional groups
Opinions on opinion letters, Review of recent cases and rulings
involving ethics, conflict of interest, fraud, misrepresentation,
and Golden Rules. This should qualify in most states for ethics
credits.
2006-2007 speaking fees are $12,950 ($7,950 for Estate Planning
Chapters, Bar Associations, CFP/CLU/ChFC, CPA Society, and other
nonprofit organizations) plus expenses (Expenses include first
class airfare) for up to a morning or afternoon seminar.
Steve is in regular contact with the best and brightest minds
in estate, financial, employee benefit, and retirement planning.
Feel free to call Steve at 610 527 4712 or send
an email for a reference to one or more speakers on topics
such as retirement planning, pension distribution planning, or
other areas of interest. Steve can also provide names of people
for expert witness testimony.
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