Under the Gramm-Leach-Bliley Act I am required to give my clients notice of the ways in which personal information is protected. Here are the ways:

I may obtain information about you from you, from forms you complete for me and from correspondence. I might also receive it from your accountant, other professional advisors or by other means; e.g., court records and government agencies.

None of this personal information is disclosed to anyone else without your permission unless I am under subpoena. If some of it must be disclosed to others (e.g., an escrow office), you may wish to specify the information to be disclosed and that which should remain undisclosed. If so, you should tell me, and if is particularly sensitive, put your instruction in writing.

If I am required by law or circumstance to make some disclosure of your personal information, I will inform you first. You may then make any related decisions dictated by the situation.

Except for estate planning matters and continuing representation (as to the latter, typically businesses and estates), I maintain client files for eight years following completion of the engagement. After that, I strip and destroy the files, returning original documents (if any) to the client. Otherwise I maintain physical, electronic and procedural safeguards complying with State Bar of California standards. I you have any questions, feel free to call.