Ison Law

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With the passage of the Gramm-Leach-Bliley Act, Attorneys, like C.P.A.s, 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 our Code of Professional Responsibility to keep our client ’s 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. Non-Public Information We Collect. Our engagements often require us to obtain private information about our clients. This information is typically provided to us by you or information that we have obtained from outside sources with your authorization. Parties to Whom Information is Disclosed. We do not disclose the private personal information of clients or former clients which we have 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 make disclosures of private information where we have knowledge of child abuse or of the intent to commit a crime. Permitted Disclosures. Employees. In order to complete work for which you have engaged our firm, your private information may need to be disclosed to employees of our firm. Outside Providers. On occasion, we may need to provide your private information to unrelated third parties who are assisting us in completing work for which you have engaged our firm. This information is never provided without first obtaining your written permission. Examples of third parties to whom your private information might be disclosed is an accountant assisting us with tax research or accounting services, an appraiser helping 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 to 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. Request Not to Release Information. The Federal Trade Commission regulations require us to notify you that you may 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. In addition, although the attorney / client privilege by which our firm is bound prohibits us from releasing any communications between us, you can always request that our firm release such information to anyone you designate.

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