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Wealth & Private BankingTrust & Estateestate-planning

Leimberg & LeClair EstateView

Digital subscription service providing timely analysis and resources for estate planning professionals.

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Overview

Leimberg & LeClair EstateView is a digital information service offering comprehensive coverage of accounting, tax, estate planning, wealth management, asset protection, and retirement topics. It delivers daily newsletters, webinars, actual text of rulings and cases, journals, audio content, and curated blog watch to subscribers.

The service provides incisive analysis of proposed and recent legislation, regulations, cases, and rulings by industry experts to help estate planning advisors and practitioners stay informed. Subscribers have access to live and recorded webinars, expert commentary, and a broad range of curated resources relevant to tax and estate planning.

Leimberg & LeClair EstateView supports professionals in navigating the evolving landscape of estate and financial planning through timely, expert content delivered digitally.

Key Features

  • + Daily newsletters with up-to-date commentary on estate planning and related topics
  • + Live and on-demand webinars covering tax and estate planning issues
  • + Access to full text of recent cases, rulings, and legislation
  • + Industry journals and expert articles on tax and estate planning
  • + Curated audio podcasts and clips from tax and estate planning experts
  • + Aggregated blog content relevant to estate planning and financial products
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