Attorneys have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by federal law. In the course of providing clients with income tax, estate tax, and gift tax advice, we receive significant personal financial information from our clients. All information that we receive from you is held in confidence and is not released to any person or entity outside the firm, except as agreed to by you, or as required under an applicable law.
We retain records relating to the professional services that we provide so that we are better able to assist you with your professional needs and in, some cases, to comply with professional guidelines. In order to guard your non-public personal information, we maintain safeguards that comply with our professional standards.