Legal Solutions
for Your Industry

Banking & Financial Services

The attorneys at Okun Loritz, LLP have over 60 years of combined experience assisting banks and credit unions with regulatory compliance, drafting savings and lending documentation, contract review and analysis, leases, account and operational issues, employment law matters, privacy and cybersecurity, and general corporate governance issues.  

Our Senior Partner, Todd Okun, began his professional career in 1974 with a two-year Honors Program experience with the Federal Deposit Insurance Corporation followed by 2 years with the Federal Reserve Board in Washington, D.C.  Thereafter, he practiced for 7 years in the Office of General Counsel at the National Credit Union Administration as Assistant General Counsel.  After leaving Washington, D.C., Todd worked for 4 years in the legal department of U.S. Central Credit Union in Overland Park, Kansas, before going into private practice in 1998.  As the firm’s Senior Partner, Todd has considerable experience and expertise in all areas of Credit Union and Banking Law with particular emphasis on deposit and operational areas; contract negotiation, review, and critique; chartering; examination-related issues; and regulatory matters.

The firm's Managing Partner, Dan Loritz, received his Bachelor of Arts degree in Business Economics and graduated with honors from the University of California at Los Angeles (UCLA). He graduated from Loyola Law School in 2001 as a Dean’s Scholar.  Mr. Loritz has also earned the ANSI-accredited Certified Information Privacy Professional/United States (CIPP/US) credential through the International Association of Privacy Professionals (IAPP) (the CIPP/US demonstrates a strong foundation in U.S. private-sector privacy laws and regulations and understanding of the legal requirements for the responsible transfer of sensitive personal data to/from the U.S., the EU, and other jurisdictions).  Prior to practicing law, Mr. Loritz worked as a Personal Banking Officer at a major California bank.

General Businesses Services

Given the firm's considerable experience representing banks and credit unions, the firm is ideally suited to assist other businesses within its areas of experience, which include contract and lease review and analysis, employment law matters, privacy and cybersecurity, and general corporate governance issues.  

Clients working with Okun Loritz, LLP obtain top-tier legal representation from attorneys who have experience dealing with highly-regulated entities and their state and federal regulators, often concerning complex and/or highly-sensitive legal issues.  So, whether you need to build a Privacy Program from the ground up, need to respond to a security breach, have a contract to be reviewed or created, are entering into a lease (as either landlord or tenant), need to develop an Employee Handbook, need assistance with an employee who has requested a leave of absence, or need to develop a set of policies for your Board of Directors, we can help.  Of course, there are other issues, many of them day-to-day business matters, that we assist our clients with routinely.  

 

So, if you have a legal or compliance matter and if you're looking for quality legal representation from a boutique firm that prioritizes client satisfaction and finding practical solutions to its clients' problems, we think you'll find that Okun Loritz, LLP will exceed your expectations.