Occupation: Consultant
Company: Lipshultz Consulting Group
Born: Washington, D.C.
Education:
JD, American University Washington College of Law (1970)
BA in Political Science, Washington University in St. Louis (1967)
Bar Admissions:
United States Court of Appeals for the Sixth Circuit (1987); United States Court of Appeals for the Fourth Circuit (1976); Supreme Court of the United States (1975); United States District Court for the District of Maryland (1972); United States Court of Appeals for the District of Columbia Circuit (1972); District of Columbia (1971); State of Maryland (1971)
Certifications:
Chartered Property Casualty Underwriter (CPCU), American Institute for Property and Liability Underwriters (1989); Certified in Risk Management, Touro College (1984); Certified in Construction Scheduling and Cost Control, Pepperdine University (1984); Certified in Bonds, Liens and Insurance, University of Baltimore School of Law (1978); Certificate of Qualification, Maryland Insurance Administration
Career:
Independent Consultant, Expert Witness, Insurance Instructor, Lipshultz Consulting Group (1999-Present)
Consultant, Maryland Insurance Administration (2004-2008)
Partner, Law Firm of Lipshultz and Hone Chartered, Silver Spring, MD (1972-1999)
Associate, Friedman & Lipshultz, Bethesda, MD (1971-1972)
Government Loan Specialist, Federal National Mortgage Association, Washington, DC (1970-1971)
Claims Adjuster and Liability Supervisor, Insurance Company of North America (1968-1970)
Career Related:
Speaker, CPCU Annual Meetings; Speaker, Congress of the South Forty; Litigation Defense Attorney for Insurance Agents, Brokers and Insurers; Outside Coverage Counsel, Maryland Automobile Insurance Fund
Civic:
Legal Advisor, Prince George’s County Boys & Girls Club, MD (2015-Present)
Creative Works:
Author, “Perspectives on the Special Relationship: Wakefern, Tiara and Voss,” IRMI Insurance Law Essentials, Deep Dives (2020); Author, “Commingling and the Insurance Professional,” Maryland Messenger, Independent Insurance Agents of Maryland (2017); Author, “Independent Insurance Agents Duties in Maryland,” Maryland Messenger, Independent Insurance Agents of Maryland (2016); Author, “When a Special Agent-Insured Relationship Imposes a Heightened Legal Duty,” IRMI, The Risk Report, Volume XXXVII, Number Eight (2015); Author, “The Special Relationship and the Insurance Producer,” CPCU eJournal (2012); Author, “What Makes the ’Special Relationship’ So Special?,” Coverage, Litigators, Educators & Witness Interest Group, Volume 18, Number Two (2011); Author, “Document, Record, Detail and Authenticate!,” The Maryland Messenger, Independent Agents of Maryland (2011); Author, “Certificates of Insurance: Is the Playing Field Level?,” The Maryland Messenger, Independent Insurance Agents of Maryland (2009); Author, “Agency Company Relations: A Changing Environment?,” Consulting, Litigation and Expert Witness Section Quarterly, Volume Eight, Number Three (2001); Author, “Agency Company Relations: A Changing Environment?,” The Maryland Messenger, Independent Insurance Agents of Maryland, Volume XIV, Issue Five (2001); Contributor, Articles to Professional Journals; Presenter in Field
Achievements:
Featured in Millennium Magazine
Awards:
Honoree, Insurance Expert of the Year, Acquisition International (2024); Recipient, George M. Gottheimer Memorial Award for Outstanding Contributions to Insurance Education, CPCU Society and Consultant, Litigation and Expert Witness Committee, CPCU Society (2009); Recipient, Standard Setter Award, CPCU Society (1998); Recipient, President’s Education Award, Independent Insurance Agents of Maryland (1995); Honoree, AV Preeminent Peer Review Rating, Martindale-Hubbell (1991)
Memberships:
Member, American Association of Insurance Management Consultants (AAIMCO) (2013-Present); Member, CPCU Society, Washington, DC (1989-Present); Member, Society of Insurance Trainers and Educators (2004-2016); Consultant, Litigation, and Expert Witness Governing Committee, CPCU Society (1993-2002, 2008-2011); Appointed Chairman, Diversity Committee, CPCU Society (2005-2008); Member, Executive Committee, CPCU Society (2004-2005); Member, Audit Committee, CPCU Society (2004-2005); Member, National Board of Governors, CPCU Society (2002-2005); President, CPCU Society, Washington, DC (2002-2003); President-elect, CPCU Society, Washington, DC (2001-2002); Chairman, Consultant, Litigation, and Expert Witness Governing Committee, CPCU Society (1999-2002); Vice President, CPCU Society, Washington, DC (2000-2001); Member, Insurance Law Committee, Defense Research Institute (DRI) (1988-1999); Member, Maryland Defense Counsel, Inc. (1988-1999); Past Member, CPCU Society; Member, American Bar Association (ABA)
Family:
Married: Melissa Eckhart
Children: Ian; Jarrad; Andrew Evan
Grandchildren: Josh; Roxana
Hobbies:
Going to the gym; Reading