I am an attorney and counselor who advises my clients on how to successfully navigate everyday business hurdles.

Dan is an experienced attorney who has served in a variety of legal roles in his career, including as general counsel of a large life insurance company, as well as extensive experience in private practice. Dan's mix of clients includes insurance companies and other financial institutions, IT and consulting companies, and nonprofits. He has been working on privacy and cybersecurity issues since 1996, including development of terms and conditions and disclaimers on Fortune 500 websites in the late 1990s. He has been the chief privacy officer of several companies and law firms, and has extensive experience as in-house counsel. Dan is experienced in dealing with complex insurance regulatory issues and transactions, and substantial reorganizations of holding company systems. Throughout his career, he has negotiated thousands of contracts from simple to complex, including outsourcing. He also has substantial experience with internal investigations and employment-related issues.

Services

Credentials

Education

  • The John Marshall Law School, 1995
    • J.D., summa cum laude
    • Law Review, 1992-1995; Staff Editor, 1994
    • ABA National Criminal Justice Trial Advocacy Competition, Participant, 1994
  • Monmouth College, 1988
    • B.A., magna cum laude, Accounting
    • Departmental Honors, Accounting, 1988
    • Blue Key Senior Man of the Year, 1988
    • Mortar Board of Honor Fraternity, President, 1986-1987

Memberships

  • American Bar Association
    • House of Delegates, 2015-present
    • National Conference of Bar Presidents
      • Metropolitan Bar Caucus Committee, Chair, 2012-present
      • Board Member, 2015-2018
  • Chicago Bar Association
    • President, 2014-2015
    • Board of Managers, 2003-2004; 2005-2007; 2010-2016
    • Young Lawyers Section, Chair, 2003-2004
  • Chicago Bar Foundation
    • Board of Directors, 2004-2011; 2013-2016
    • Treasurer, 2009-2011

Admissions

  • Illinois, 1995
  • Certified Information Privacy Professional-United States (CIPP/US), 2016
  • Supreme Court of the United States, 2011
  • U.S. Court of Appeals, Seventh Circuit, 1996
  • U.S. District Court, Northern District of Illinois, 1995
  • Successfully completed the Certified Public Accountant exam, 1989

Professional Achievements

  • Illinois Super Lawyers, 2017-2019
  • Illinois Leading Lawyers, 2017-2019

Experience

Representative Matters

  • Advised Illinois Department of Insurance regarding first two insurance company demutualizations approved under the Illinois Insurance Code.

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  • Advised standby purchaser on first life insurance demutualization in Illinois and obtained approval of transaction by Illinois Department of Insurance.

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  • Represented buyer in purchase of a Massachusetts-domiciled insurer and redomestication to Nebraska.

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  • Obtained certificates of authority for client to expand to more than forty jurisdictions.

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  • Advised non-profit entities on complex dissolutions, mergers, and conversions.

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  • Conducted an internal investigation of alleged sexual harassment at a non-insurance related entity by a board member.

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  • Acted as regulatory counsel on sale of an Illinois-domiciled life and annuity insurer to an Arizona-domiciled insurance group, including regulatory filings and approvals.

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Presentations

Dan has presented hundreds of times throughout his career on a variety of substantive topics. Recent presentations include:

  • BankersWeb, “Recent Changes in Cyber, Privacy, and Data Security,” December 3, 2019, webinar.
  • BankersWeb, “Negotiating Terms and Controlling Risks in Third Party Contracts,” November 7, 2019, webinar.
  • CBA Insurance Law Committee, “Recreational Marijuana and Insurance Issues Raised,” November 6, 2019, Chicago, IL.
  • JVP Insurance Forum, “Insurance Business Transfers in Illinois,” November 5, 2019, Chicago, IL.
  • BankersWeb, “”How to Read an Insurance Policy for Financial Institutions,” October 31, 2019, webinar.
  • BankersWeb, “Learn How the Supreme Court Action Affects Your Website,” October 29, 2019, webinar.
  • Celesq CLE, “Corporate Governance and Board Interaction,” October 7, 2019, webinar.
  • Association of Insurance Compliance Professionals, 32nd Annual Conference, “How to Be on Your Best Behavior: Market Conduct–Perspective and Best Practices,” September 24, 2019, Denver, CO.
  • Association of Insurance Compliance Professionals, 32nd Annual Conference, “What Gets Regulated? Part 1,” September 21, 2019, Denver, CO.
  • MyLawCLE, “What Lawyers Need to Know about Financial Statements: Understanding How Financial Statements Interact with Business and Legal Issues,” September 11, 2019, webinar.
  • MyLawCLE, “Supervisor Liability: When Can Managers and Supervisors Be Held Liable,” September 11, 2019, webinar.
  • CBA Insurance Law Committee, “Insurance Division Laws and Insurance Business Transfer Laws,” September 4, 2019, Chicago, IL.
  • BankersWeb, "Website Disclosures: Minimizing Risk in an Online Market," August 6, 2019, webinar.
  • MyLawCLE, "Attorneys and Privacy: Obligations Under Professional Responsibility and Model Rules of Professional Conduct," July 30, 2019, webinar.
  • Constitutional Rights Foundation Chicago (CRFC), 2019 Supreme Court Summer Institute, "The Court's Composition and its Impact on Decisions," July 16, 2019, Chicago, IL.
  • Constitutional Rights Foundation Chicago (CRFC), 2019 Supreme Court Summer Institute, "A Little Respect Please: Future of Stare Decisis," July 16, 2019, Chicago, IL.
  • ApexCLE, "The Supreme Court of the United States," July 3, 2019, Des Plaines, IL.
  • Celesq/Thomson Reuters, "The Chief Justices," July 2, 2019, webinar.
  • American Institute of Certified Planners (AICP), Great Lakes Chapter, "NY Regulation 187–Suitability," June 25, 2019, Madison, WI.
  • CommercialLawWebAdvisor, "Understanding Financial Statements for Lawyers," March 28, 2019, webinar.
  • Chicago Bar Association, Business Divorce and Complex Business Disputes Committee, "Buy-Sell Agreements: Effectively Drafting and Enforcing Them in the Context of the Business Divorce," February 11, 2019, Chicago, IL.

Community

Community

I support Lawyers Lend-A-Hand because of the great work it does for youth in at-risk communities.

In 2002 I started a fundraiser, Lifting to Lend-A-Hand, to support tutoring and mentoring.  In 2019, after a five-year hiatus, I returned to it. To date, I have personally raised more than $350,000 for tutoring and education. In addition to Lend-A-Hand, I have been very involved in bar associations.