Last updated January 6, 2017
Collection, Use, and Security
Pursuant to the Code of Professional Conduct, attorneys are required to maintain client confidentiality; and upholding this requirement is paramount to Carter Law. Additionally, as a firm that concentrates in estate planning, we are prohibited from disclosing any information that you provide related to tax planning or preparation services without first obtaining your written consent, pursuant to the Internal Revenue Service.
Carter Law collects non-public personal information about you, as provided by you. We do not, however, disclose our client’s private information, except as required or permitted by law.
As legal professionals, we are required by law to disclosure private information when we have knowledge of (1) an intent to commit a crime, (2) child abuse, or (3) elder abuse.
When you engage our firm’s services, you implicitly authorize disclosure to the following:
- Employees of Carter Law. To complete the work for which we have been retained, your private information may need to be disclosed to employees of our firm.
- Outside Providers. On occasion, it may be necessary for our firm to contract with outside providers such as, accountants, appraisers, insurers, or private investigators. These providers will only be obtained when necessary to fulfill the terms of our engagement, and pursuant to your consent.
Request Not to Release
We are required by The Federal Trade Commission to inform you of your right to request that we not release your non-public personal information. It is unnecessary, however, for you to make such a request. As stated above, we are committed to client confidentiality, and especially preserving the attorney/client relationship. Nonetheless, we include this disclosure to ensure compliance with federal regulations. Lastly, when an attorney client relationship exists, at your requests, we may disclose information to an individual/entity you so designate.