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Marc Jay Lane
About Marc
Biography
The Law Offices of Marc J. Lane and its financial services affiliates offer successful people a strategic, multidisciplinary approach to tax, investment, corporate, estate and insurance planning.
Marc J. Lane, a nationally recognized business and tax attorney, Master Registered Financial Planner, Registered Financial Counselor and Certified Investment Specialist, is the author of 34 books and Founder of Marc J. Lane Wealth Group ().
He is an expert on entrepreneurship and entrepreneurial finance, and an influential advocate of best corporate governance practices. Twice a recipient of the Illinois State Bar Association's Lincoln Award, Marc, a “Leading Illinois Attorney” and “Illinois Super Lawyer,” has consistently earned an "AV® Preeminent™" rating in the Martindale-Hubbell Legal Directory, the highest ranking awarded. Martindale-Hubbell also includes him in its Bar Registry of Preeminent Attorneys. By appointment of Gov. Pat Quinn, he is Chairman of the State ofIllinois’ Task Force on Social Innovation, Entrepreneurship, and Enterprise, as well as Commissioner of the Serve Illinois Commission.
Marc is an innovator in helping social enterprises and social entrepreneurs leverage capital to maximize financial results while driving positive social change, and teaches Social Enterprise at Northwestern University School of Law. Marc is the pioneer behind the Advocacy Investing® approach to socially responsible and mission-related investing ().
Marc has drafted and successfully championed Low-profit Limited Liability Company (L3C) laws throughout the nation, authorizing the new hybrid business form which can leverage foundations' program-related investments to access trillions of dollars of market-driven capital for ventures with modest financial prospects, but the possibility of major social impact. Marc has served as a Director of Social Enterprise Alliance (SEA) and spearheaded the launch of its Chicagochapter, which he continues to serve as President and a Director. He has also chaired SEA’s affiliate, The Center for Social Enterprise Accreditation.
Practice Areas
5
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New York for 20 years
State: New York
Acquired: 2006
No misconduct found
Licensed in Illinois for 54 years
State: Illinois
Acquired: 1971
No misconduct found
Location
The Law Offices of Marc J. Lane, A Professional Corporation
70 West Madison Street, Suite 2050, Chicago, IL, 60602-4256
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Experience
Honors
2017
AV Preeminent Attorney, Martindale-Hubbell
2015
Illinois Super Lawyer, Super Lawyers
2014
Illinois Super Lawyer, Super Lawyers
2013
Illinois Super Lawyer, Super Lawyers
2012
Illinois Super Lawyer, Super Lawyers
2012
AV Preeminent Attorney, Martindale-Hubbell
2012
Illinois Super Lawyer, Super Lawyers
2011
Illinois Super Lawyer, Super Lawyers
2010
Illinois Super Lawyer, Super Lawyers
2008
Illinois Super Lawyer, Super Lawyers
2007
Illinois Super Lawyer, Law and Politics
2006
Illinois Super Lawyer, Law and Politics
2005
Illinois Super Lawyer, Law and Politics
2000
Subject of biographical record, Directory of American Scholars
1999
Nominated as one of the "Best Financial Advisers" , Worth Magazine
1997
Certificate in Appreciation for Service, Illinois State Bar Association
1997
Award for "contributing immeasurably , The University of Illinois Center for Urban Business
1996
Recognition as a "Business Leader" , Small Business Survival Committee
1996
Recognition and Appreciation of Outstanding Service, Illinois State Bar Association
1996
Appreciation for Distinguished Membership, International Association for Financial Planning
1996
Certificate of Congressional Recognition, United States Congress
1995
Certificate of Special Congressional Recognition, United States Congress
1995
Certificate of Recognition for Outstanding Contributions, President William J. Clinton
1993
Inclusion in its Experience Registry since 1993, National Academy of Elder Law Attorneys, Inc
1992
"Crystal Globe" Award, Tax Executives Institute
1990
Distinguished Service Award, Grant A Wish, Inc
1977
Lincoln Award, Illinois State Bar Association
1977
Certificate of Recognition, Chicago Dental Society
1973
Lincoln Award, Illinois State Bar Association
N/A
Subject of biographical record.,
N/A
Certificate of Merit for Distinguished Service to the Community, Dictionary of International Biography
N/A
Subject of biographical record in Contemporary Authors., Gale Research, Inc
N/A
Leading Illinois Attorney, American Research Corporation
N/A
Preeminent Attorney, Martindale-Hubbell, Inc
N/A
"AV" (highest) rating, Martindale-Hubbell, Inc
Work Experience
2002 - Present
Owner, Marc J. Lane Investment Management, Inc
2000 - Present
Adjunct Professor, Northwestern University School of Law
1996 - Present
Adjunct Professor, The University of Illinois at Chicago
1985 - Present
Owner, Marc J. Lane & Company
1984 - Present
Owner, Marc J. Lane Risk Management, Inc. (formerly,Longmeadow Insurance Services, Inc)
1971 - Present
Owner, The Law Offices of Marc J. Lane
Associations
2012 - Present
Serve Illinois CommissionCommissioner
2012 - Present
Chicago Lawyers Committee for Civil RightsDirector
2011 - Present
State of Illinois’ Task Force on Social Innovation, Entrepreneurship, and EnterpriseChairman
2011 - Present
The Center for Social Enterprise AccreditationPresident
2011 - Present
Johns Hopkins University Institute for Policy StudiesMember, Advisory Panel, New Frontiers of Philanthropy Project
2011 - Present
International Association of Professional Nonprofit DirectorsMember
2011 - Present
Round Table GroupMember
2010 - Present
L3C Hybrid Working Group
2009 - Present
Social Enterprise Alliance, Chicago ChapterDirector and President
2009 - Present
The Irving B. Harris Graduate School for Public Policy Studies, The University of ChicagoMentor, The Center for Policy Practice
2006 - Present
Harry Walker AgencyPublic Speaker
2006 - Present
State of New YorkAdmitted to the practice of law
2005 - Present
Downtown Chicago Shareholder Activism Meet up GroupMember
2004 - Present
Illinois Institute for Continuing Legal EducationMentor
2004 - Present
The Standard Club of ChicagoMember, Business Strategy Committee
2004 - Present
The Chicago Council on Foreign RelationsMember
2003 - Present
Citizen WorksMember, Corporate Reform Commission
2003 - Present
Philanthropic Advisors NetworkCouncil on Foundations
2002 - Present
Social Investment ForumMember
2002 - Present
The Standard Club of ChicagoMember
2001 - Present
National Association of Securities Dealers, IncChairperson, Board of Arbitrators
2001 - Present
Donors Forum of ChicagoAssociate Member
2000 - Present
National Foundation for Teaching EntrepreneurshipMember, Advisory Board, Chicago Chapter
2000 - Present
Crain's Chicago BusinessColumnist, "Talking Entrepreneurship"
1997 - Present
Chicago Symphony OrchestraGoverning Member
1997 - Present
Roads Without RampsDirector
1997 - Present
National Association of Securities DealersRegistered Options Principal
1996 - Present
National Association of Securities Dealers, IncBoard of Arbitrators
1996 - Present
National Association of Securities DealersGeneral Securities Principal
1996 - Present
AARP Legal Services NetworkParticipating Attorney
1996 - Present
American Bar AssociationVolunteer Legal Expert, Central and East European Law Initiative
1993 - Present
The International Association of Registered Financial Planners, Inc.Certified Investment Specialist
1992 - Present
Northwestern UniversityMentor
1992 - Present
Grant A Wish, Inc.Member, Honorary Board
1992 - Present
Grant A Wish, Inc.Member, Advisory Board
1991 - Present
International Association for Financial PlanningMember, Practitioners' Division
1986 - Present
International Association for Financial PlanningMember
1978 - Present
Attorneys' Title Guaranty Fund, Inc.Member
1976 - Present
Lawyers for the Creative ArtsLecturer
1976 - Present
Lawyers for the Creative ArtsVolunteer Attorney
1971 - Present
United States District Court for the Northern District of IllinoisAdmitted to practice before
1971 - Present
United States Tax CourtAdmitted to practice before
1971 - Present
Illinois State Bar AssociationMember
1969 - Present
Illinois Department of InsuranceAccident/Health, Fire, Casualty, Life, Variable Contracts
1969 - Present
Illinois Department of InsuranceLong Term Care Insurance Broker
1968 - Present
Illinois Department of Professional RegulationIllinois Real Estate Broker
Chicago Council of Lawyers
Member
Center for Urban Business, The University of Illinois at Chicago College of Business Administration
Lecturer, Volunteer
Social Venture Partners Chicago
Founding Partner
Collegiate Entrepreneurs Organization (CEO)
Lecturer
Illinois Institute for Continuing Legal Education
Course Moderator, Faculty, Author
Illinois State Bar Association Speakers' Bureau
Member
St. Xavier College, Chicago
Member, Estate Planning Council
Bureau of National Affairs, Inc
Special Consultant
National Association of Corporate Directors
Member
Chicago Bar Association
Member/ Lecturer
Chicago Council of Lawyers
Past Chair, Committee on Corporate Responsibility
Chicagoland Chamber of Commerce
Member
The International Association of Professional Financial Consultants, Inc.
Charter Member
National Academy of Elder Law Attorneys, Inc
Member, Chapters Committee
The Financial Planning Association
Inaugural Member, Financial Planner Division
International Bar Association (London)
Member
North Business & Industrial Council (NORBIC)
Member
International Trade Association of Greater Chicago
Member
2011 - 2011
Social Enterprise AllianceChair, Governance Committee
2010 - 2011
Social Enterprise AllianceDefinition and Certification Task Force Member
2010 - 2011
Social Enterprise AllianceMarketing and Branding Task Force Member
2010 - 2011
The Center for Social Enterprise AccreditationChair
2009 - 2011
Social Enterprise AllianceDirector, Policy Committee Member, Governance Committee Member
2001 - 2003
Crain's Chicago BusinessColumnist, "Marc J. Lane"
2001 - 2001
Northwestern University School of LawJudge, 39th Annual Julius H. Miner Moot Court Competition
2000 - 2001
ChicagoBusiness.comColumnist, "Lane on Law"
1998 - 2000
Chicagoland Chamber of CommerceMember, Small Business Council Advisory Board
1995 - 1995
White House Conference on Small BusinessCongressionally Appointed Delegate
1995 - 1996
Illinois State Bar AssociationChair
1995 - 1996
Illinois State Bar AssociationMember
1995 - 1997
United States Congress
1994 - 1996
Illinois Chapter of the National Academy of Elder Law AttorneysDirector
1994 - 1995
Illinois Chapter of the National Academy of Elder Law AttorneysPresident
1994 - 1996
American Bar AssociationSection of Taxation
1994 - 1996
American Bar AssociationClosely-Held Businesses Committee
1994 - 1996
American Bar AssociationChair, Continuing Legal Education Subcommittee
1994 - 1996
American Bar AssociationContinuing Legal Education Subcommittee
1994 - 1995
Illinois State Bar AssociationChair
1993 - 1994
American Bar AssociationSection of Taxation
1993 - 1994
American Bar AssociationChair, Attorney Program Subcommittee
1993 - 1994
American Bar AssociationLiaison to the Committee on Attorneys in Small Law Firms
1993 - 1994
American Bar AssociationVice Chair, Closely-Held Businesses Committee
1993 - 1994
Illinois Chapter of the National Academy of Elder Law Attorneys in FormationChairman, Steering Committee
1993 - 1994
Illinois State Bar AssociationVice Chair
1993 - 1994
Illinois State Bar AssociationMember
1987 - 1991
Grant A Wish, Inc.Chairman of the Board
1983 - 1992
Illinois College of OptometryLecturer
1981 - 1981
Illinois Conference on Small BusinessHearing Officer
1974 - 1982
Illinois College of OptometryVisiting Instructor in Optometric Jurisprudence
1974 - 2004
Medico-Legal Institute, IncPresident
Northwestern University School of Law
Judge, 39th Annual Julius H. Miner Moot Court Competition
Education
2000
Chicago-Kent College of Law/Illinois Institute of Technology,
1995
Northern Illinois University College of Law
1995
The International Association of Professional Financial Consultants, Inc
1987
The International Association of Registered Financial Planners,
1975
John Marshall Law School, Chicago
1971
Northwestern University School of Law
JD - Juris Doctor
1967
University of Illinois, Urbana-Champaign
BA - Bachelor of Arts
Speaking Engagements
2014
How Social Enterprise Policy Becomes Law: The Illinois Experience
Social Enterprise
2012
The Next Generation of Social Enterprise
Social Enterprise
2012
Legal Structures and Funding Strategies for Social Enterprises
Social Enterprise
2012
L3C and the Arts
L3C
2012
Innovations in Public-Private Collaboration: The Edge for Business and the Health of the Public
Social Entrepreneurship Models
2012
2012 Transformational Leadership Award Dinner & Symposium
Social Business
2011
Nuts & Bolts of Social Enterprise: Marc J. Lane
Social Enterprise
2011
Are You a .com or a .org?
L3C
2010
The L3C: Social Enterprise's Powerful, New Capital Formation Tool
L3C
2010
The L3C and Catalytic Philanthropy
L3C
2009
L3Cs: Social Enterprise's Powerful, New Capital Formation Tool
L3C
2007
First Business Morning News
Investing
2006
WYIN Evening News
Investing
2006
The Street.com
Investing
2006
First Business
Investing
2005
High Net Worth
Investing
2005
Forbes.com
Investing
1995
White House Conference on Small Business
Small Business
Publications
2015
John A. Wiley and Sons
The Mission-Driven Venture: Business Solutions to the World's Most Vexing Social Problems
2011
American Bar Association
Soically Responsible Investing: Empowering Mission-Driven Entrepreneurs
2010
Aspen Publishers
Representing Corporate Officers, Directors, Managers, and Trustees
2005
Institutional Investor Guides
Profitable Socially Responsible Investing? An Institutional Investor's Guide
2004
Representing Corporate Officers and Directors
Book
2001
Advising Entrepreneurs: Dynamic Strategies for Financial Growth
Book
1997
Elder Law: Meeting the New Challenges When Advising Elderly Clients
Book
1995
Purchase and Sale of Small Businesses: Tax and Legal Aspects
Book
1995
Illinois State Bar Association
Book
1991
Purchase and Sale of Small Businesses: Forms, Second Edition
Book
1991
Purchase and Sale of Small Businesses, Second Edition
Book
1989
Legal Handbook for Small Business, Revised Edition
Book
1988
Due Diligence: Process, Participants and Liability
Book
1987
Representing Corporate Officers and Directors
Book
1986
Impact of 1986 Tax Code on Closely Held Businesses
Book
1983
Amortization of Intangibles
Book
1982
Taxation for Small Business, second edition
Book
1981
Legal Handbook for Nonprofit Organizations
Book
1980
Taxation for the Computer Industry
Book
1980
Twenty-Third Annual Federal Tax Course
Book
1980
Corporations: Pre-Organization Planning
Book
1980
Taxation for Engineering and Technical Consultants
Book
1980
Taxation for Small Manufacturers
Book
1980
Taxation for Small Business, first edition
Book
1979
The Doctor's Law Guide: Essentials of Practice Management
Book
1979
The Professional Corporation
Book
1978
Legal Handbook for Small Business
Book
1974
The Doctor's Lawyer: A Legal Handbook for Doctors
Book
Languages
English