To Our Valued Clients:
A. Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your legal representation and may also provide various tax and financial planning services to you at your request. Examples of sources from which we collect information include:
- Interviews and phone calls with you
- Letters or e-mails from you
- Tax return or financial planning organizers
- Legal and financial history questionnaires.
B. Parties to Whom We Disclose Information As a general rule, we DO NOT disclose personal information about our clients or former clients to anyone.
However, to the extent that information is NOT covered by the Attorney/Client relationship or professional ethics of Confidentiality, certain nonpublic information about you may be disclosed in the following situations:
To comply with a validly issued and enforceable subpoena or summons.
- In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board of organization.
- In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
- To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for our purposes.
C. Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of the Firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of the Firm, applicable law, our Code of Professional Ethics, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your legal, tax, and financial planning needs. We value your business and are committed to protecting you privacy. We hope you view Hines Norman Hines as your most trusted advisor and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.
Hines Norman Hines, P.L.