Daniel S. Lewis

Dan counsels clients on the full lifecycle of cryptocurrency and digital asset planning. His experience includes entity and trust design for on-chain and off-chain assets, custody and key management solutions, valuation and basis tracking considerations, cross-border and state tax implications, charitable and philanthropic structures, and tax reporting and compliance. He develops frameworks to facilitate secure transfers, liquidity events, and succession planning for wallets, exchange accounts, and tokenized interests.

Dan also leads privacy planning for families and individuals, designing structures to minimize public footprint and control information flows. His work involves entity layering, jurisdiction selection, trust situs strategies, registered agent and address hygiene, confidentiality and information-rights policies for family offices, secure communication and data governance, and cybersecurity coordination with advisers. He also addresses privacy issues in real estate acquisitions, philanthropic initiatives, and succession events, helping clients manage regulatory disclosures, media exposure, and digital data risks while preserving discretion.

In addition, Dan represents fiduciaries and beneficiaries in complex trust and estate administration, including probate and pre- and post-mortem planning, and advises on tax compliance and disputes with the IRS, Illinois Department of Revenue, and other taxing authorities. He is known for translating technical rules into practical, discreet solutions that protect family privacy and advance long-term generational goals.