The subject of privacy is receiving considerable public attention. New federal laws have been passed to help you understand how various financial service providers use and protect customer information. We are providing this notice in order to comply with the disclosure requirements issued by the Federal Trade Commission in regard to privacy issues.
All work done within The Blum Firm is subject to “attorney-client privilege,” which means that, under the law, we cannot be forced to divulge any information that you have given to us. Beyond that, though, we are bound by our ethical standards to responsibly manage your file and information about you.
Specifically, you need to be informed in regard to the following:
- We collect nonpublic personal information about you as follows: (a) Information we receive from the estate planning questionnaire, insurance applications, tax returns, or other forms (e.g., date of birth, social security number, personal and business assets and liabilities, information regarding family relationships, etc.); (b) Information we are told by you, your family members, your CPA, banker, broker, or insurance agent.
- We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
- We restrict access to nonpublic personal information about you to those who need to know that information in order to provide services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.
Austin Office: (512) 579-4060
Dallas Office: (214) 751-2130
Fort Worth Office: (817) 334-0066
Houston Office: (713) 489-7727
Electronic Mail Communications
Caution is advised when sending us electronic mail. Unless you are a client of the firm, your electronic mail will not be privileged and may be disclosed to other persons. The act of sending electronic mail to The Blum Firm, P.C. or any of our attorneys does not alone create an attorney-client relationship. Even if you are a client, please be aware that electronic mail on the Internet may not be secure. Sensitive or confidential messages should not be sent unless they are adequately encrypted.
The comments compiled on our website are general in nature and are not tailored to any particular situation. As in the case with any estate, tax or financial planning recommendation, the planning tips suggested here should not be implemented without carefully considering the total economic impact and obtaining the advice of counsel. The advice of an attorney, accountant, or other financial planning professional will provide valuable aid in analyzing the suitability of the particular estate, tax, or financial planning tip for you. By providing this information, The Blum Firm P.C. does not assume any obligation to provide notification of future changes in laws. Please contact us if the information we have provided affects you and you would like to discuss.