Privacy Policy Our law firm collects personal information only when you submit it to us through this website. If you choose to submit personal information, we or an authorized service provider will retain that information and use it solely to complete your request. Any service provider we engage will have agreed not to sell or distribute your information to any third party, and we will not share it with any third party except as described in this policy.We may use information you submit to communicate with you directly — for example, to inform you about upcoming seminars or events that may be of interest to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information, though we cannot guarantee that your information will never be disclosed in a manner inconsistent with this policy.
Cookies We use cookies for traffic analysis purposes, such as tracking the date and time of a visit, the pages viewed, and the referring website. Cookies may also retain some form submission details. The data we collect is never stored in any individual website tracking profile and is used only to update aggregate counts that allow us to monitor site traffic. We may share non-personal, anonymous information collected through cookies with third parties.Most browsers are initially set to accept cookies. If you prefer, you can set your browser to reject cookies. Disabling cookies will not affect your ability to use the main features of our website.Any changes to this Privacy Policy will be made through a revised posting on our website.
Gramm-Leach-Bliley Act Disclosure With the passage of the Gramm-Leach-Bliley Act, estate planning professionals — like CPAs, banks, trust companies, and other financial service providers — are required to inform their clients of their policies regarding the privacy of client information. Attorneys have always been required under the Code of Professional Conduct to keep client information confidential, so protecting your right to privacy has always been our practice. Furthermore, in order to practice before the Internal Revenue Service, we are prohibited from disclosing any client information provided for tax planning or preparation services without your prior written consent.
Non-Public Information We Collect We collect non-public personal information about you that is provided by you or obtained by us with your authorization.
Parties to Whom We Disclose Information We do not disclose private personal information about clients or former clients obtained in the course of our practice, except as required or permitted by law.
Required Disclosures As legal professionals, we are required by law to disclose private information where we have knowledge of elder or child abuse, or of the intent to commit a crime.
Permitted Disclosures Employees. In order to complete work you have engaged our firm to perform, your private information may need to be shared with employees of our firm.
Outside Providers. On occasion, we may need to provide your private information to unrelated third parties who assist us in completing work you have engaged us to perform — such as an accountant assisting with tax research, an appraiser helping to value assets, or a life insurance professional providing quotes for life insurance coverage. This information is never shared without first obtaining your written permission.
Protecting the Confidentiality and Security of Client Information In order to better serve you and your heirs, and to comply with professional guidelines and requirements, we retain records of the professional services we provide. We maintain physical, electronic, and procedural safeguards to protect the private information of our clients and former clients. These safeguards comply with our professional standards as well as applicable federal regulations.
Your Right to Request That We Not Release Information Federal Trade Commission regulations require us to notify you of your right to request that our firm not release your non-public personal information. While it is unnecessary for you to make such a request — because our firm does not release private information — we include this disclosure in the interest of satisfying those regulations.Although the attorney-client privilege prohibits us from releasing any communications between you and one of our attorneys, you may at any time request that our firm release such information to any person you designate.If you have any questions regarding our privacy policies and procedures, please do not hesitate to contact us.