Disclaimer

The hiring of a lawyer is an important decision that should not be based solely on advertisement.  The materials on this web site have been prepared by de Beaubien, Knight, Simmons, Mantzaris & Neal, LLP for informational purposes only and should not be considered legal advice.  This information is not intended to create a lawyer-client relationship, nor does your receipt of this information create a lawyer-client relationship.  Internet subscribers and online readers should not act upon this information without seeking professional counsel.  Do not send us information until you speak with one of our lawyers and obtain authorization to send that information to us.

Company Privacy Policy

Because our firm is engaged in the practice of tax planning, estate planning, and real estate, a new Federal law (The Gramm-Leach-Bliley Financial Modernization Act) requires that we provide you, our client, a notice, at least annually, of our policies and practices with respect to: (i) disclosing nonpublic personal information to affiliates and non-affiliated third parties; (ii) disclosing nonpublic personal information of persons who have ceased to be our clients; and (iii) protecting the nonpublic personal information of our clients.

Item I

It is not our firm's practice or policy to disclose any nonpublic information we may have gathered about our clients in performing professional tax planning and estate planning services. When requested by a client, we will, in the process of performing our professional services, communicate with other financial institutions with which the client has a relationship. These services may include, but not limited to, the transfer and retitling of various assets to best achieve the desired results for tax planning and estate planning.

Item II

Generally, in the event an individual or entity ceases to be our client, it is our practice and procedure to disclose nonpublic personal information only as specifically directed by our former client and as otherwise required or permitted in accordance with the Florida Bar Rules of Professional Conduct.

Item III

All attorneys in our firm are bound by ethical rules, which prohibit the disclosure of client secrets and confidences except under certain limited circumstances and in accordance with the Florida Bar Rules of Professional Conduct. Our employees are similarly instructed to maintain our privacy policies and procedures.

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