What Type of Nonpublic Personal Information Do We Collect?The nonpublic personal information that we collect relating to individual clients will vary with the purpose and scope of our representation. When we advise a client on personal financial matters, the information we collect will include:
- Information that a client has provided to us;
- Information about our client or our client's transactions with others, provided by others whom our client has requested or authorized us to contact;
What Type of Information Might We Disclose, and To Whom?As attorneys, we adhere to our professional duty to keep confidential all nonpublic personal information relating to a client's representation. We do not disclose personal information about any current or former client except as required or permitted by law or by the New York Code of Professional Responsibility. We may disclose personal information if necessary to carry out, administer or enforce a transaction that our client has requested or authorized us to perform; in that connection, we may make such disclosures to:
- Our employees or agents who are assisting us in serving our client;
- At our client's direction or with his or her consent, the client's financial service providers, such as the client's accountant, investment advisor, insurance agent, or the financial institution that our client has designated as trustee of a living trust;
- Any person whom we jointly represent with our client. For example, if our client and his spouse have both requested estate planning services from us, we regard our representation of husband and wife as joint and may share information provided by one with the other, unless otherwise agreed;
- Any other person or entity to whom our client has authorized our making a disclosure, or to whom disclosure is required by law or applicable rules of procedure.