With the passage of the
Gramm-Leach-Bliley Act, Estate Planning Attorneys, as CPAs, banks, trust
companies and other financial service providers, are now required to inform
their clients of their policies regarding the privacy of client information.
Attorneys have always been required under their Code of Professional Conduct to
keep their clients' information confidential. Therefore we have always
protected your right to privacy. Furthermore, in order to practice before the
Internal Revenue Service, we are forbidden from disclosing any client
information provided for tax planning or preparation services without your prior
written consent.
We collect non-public personal information about you that is provided by you
or obtained by us with your authorization.
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.
As legal professionals, we are
required by law to make disclosures of private information where we have
knowledge of elder or child abuse, or of the intent to commit a crime.
Employees.
In order to complete work you engaged our firm to produce, your private
information may need to be disclosed to employees of our firm.
On occasion, we may need to provide your private information to unrelated
third parties who may be called on to assist us in completing work you have
engaged our firm to complete. This information is never provided without
first obtaining your written permission. Examples of third parties to whom
your private information might be disclosed are an accountant to assist
us with tax research or accounting services, an appraiser to help us to
value your assets, or a life insurance professional providing us with quotes
for obtaining life insurance coverage.
Protecting the Confidentiality
and Security of Client Information. In order
to better serve you and your heirs, as well as comply with certain professional
guidelines and requirements, we retain records of the professional services
that we provide. As part of our commitment to provide you with the finest service
possible, 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 with the federal regulations.
The 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 do so, because our firm does not release any private information,
in the interest of satisfying the regulations we include this disclosure.
Although the attorney / client
privilege by which our firm is bound prohibits us from releasing any
communications between you and one of our attorneys, you can always request that
our firm release such information to anyone you designate.
Should you have any further
questions regarding our privacy policies and procedures, please feel free to
call our office at (314) 966-8077, or email us at webmaster@yourestatematters.com.
Purcell & Amen, L.L.C.
10805 Sunset Office Drive, Suite
100
St. Louis, MO 63127
Phone: (314) 966-8077 Fax:
(314) 966-5906
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