How Can We Help?

Okun Loritz, LLP is a boutique law firm of highly-qualified and seasoned attorneys whose pedigree includes over 60 years of experience representing financial institutions.  

 

Our deep roots in the financial services industry means that we have particular expertise dealing with highly-regulated entities, interfacing with government regulators, providing crisis management, and advising clients across a vast array of legal matters, including labor and employment law, data privacy and cybersecurity, mergers and acquisitions, contract and lease drafting and negotiation, education and training, and vendor management, just to name a few.  

 

Given the depth of our knowledge and experience, we can assist your company or financial institution with virtually any legal or compliance matter.  

General Business Services:

 
Contracts & Vendor Management

•  Contract and Lease      

    Drafting, Review &

    Negotiation

•  Monitoring Vendor

    Compliance with

    Contractual Obligations

•  Vendor Due Diligence

Data Privacy & Cybersecurity

•  Risk Assessments

 

•  Incident Response

 

•  Privacy Policies and

    Website Terms of

    Service

 

•  Written Information

    Security Programs

    

•  Regulatory Compliance

Employee Matters

•  Leaves of Absence

•  Employee Handbooks

•  Personnel Policies

•  Misconduct Allegations

+ For Financial Institutions:

Account &
Operational Issues

•  Levies

•  Subpoenas

 

•  Powers of Attorney

 

•  Trust Accounts

 

•  Decedent's Accounts

Deposit & Loan Documentation

•  Consumer & Commercial

    Loans/Lines of Credit

•  Loan Modifications

 

•  Loan Participations

 

•  Truth-in-Savings

    Disclosures and Account

    Agreements

 

•  Signature Cards and

    Other Forms

 

•  Regulatory Compliance

Regulatory Matters

•  Field of Membership

    Expansions/Modifications

•  Bylaws

 

•  Examination Preparation

 

•  Election Issues

 

•  Corporate Governance

 

•  Policies & Procedures

Testimonials

“As usual, your response and work are superior.  I appreciate your diligence under late notice.”

Mission Statement

When the firm was formed in 2008, each partner had been with a big law firm. The idea was to form a boutique law firm that would do the same kind of work – the same quality of work that had been done at the big firm – but to offer the firm’s clients much lower billing rates; a better, more client-focused billing philosophy; and more responsiveness with an emphasis on problem solving.

 

 

 

 

 

If you'd like to see if we can help, please contact us by email by completing the form below or call one of our partners, directly:

 

Todd Okun, Senior Partner

(818) 951-0313 (direct)

Dan Loritz, Managing Partner

(818) 956-8052 (direct)

Ready to find out more?