Vantage Point Legal Services LLC

Privacy Policy

Financial institutions are now required by a new federal law to inform their clients and customers of their policies regarding the privacy of client information. The Federal Trade Commission has taken the position that attorneys and law firms who provide certain kinds of services to individual clients may be considered “financial institutions” subject to these new requirements.

Our attorneys and our firm have always been and continue to be bound by professional standards of ethics and confidentiality that are more stringent than those required by this new law. You may be assured that nothing in this new law diminishes our professional obligation to maintain the confidentiality of information provided to us by our clients, or by others on their behalf, and nothing in this new law changes our policies or procedures that have long been in place to protect such confidentiality.

In the course of providing our clients with estate and gift tax advice, and many other types of legal services, we routinely receive nonpublic personal financial information and other confidential information about our clients. This information is often provided to us directly by our clients or sometimes it is obtained by us from others with our clients’ authorization or at their direction. If you are a current or former client of this firm, you should know that all such information is held in the strictest of confidence, and is never released to anyone outside the firm, except as agreed to by you or as required under applicable law. Because all of our attorneys and employees may have access to some or all of this information, all of our personnel are subject to these confidentiality requirements.

We retain copies and records relating to the professional legal services that we provide, so that we are better able to assist you with your legal needs and in some cases to comply with professional guidelines. In order to safeguard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.