Privacy Policy

Our firm’s policy is to check for potential conflicts of interest before receiving any information that may be considered confidential. Because of our duties to our existing clients, we reserve the right to share any information we receive from you unless we notify you that: 1) we do not have any conflicts of interest, and 2) we are willing to receive confidential information from you.

Thus, in filling out this page or otherwise initiating contact with our firm, please do not provide any information you do not want us to share with others.

Until we notify you that we have no conflicts of interest and that we are interested in communicating with you about undertaking your representation, please do NOT send any information other than: 1) the general nature of the matter about which you are contacting us (e.g. estate planning, Medi-Cal, trust administration); 2) the identity of any other party who might join you as a client of the firm in this matter (including spouse or significant other); and/or 3) the identity of all potential adverse parties. Once again, please do not provide us with any information you want kept confidential unless and until we inform you that we have no conflicts and are willing to receive confidential information from you.

Furthermore, to establish an attorney-client relationship with our firm, we require a written legal services agreement that defines the scope of the representation and that is signed by both the client and a member of the law firm. Electronic signatures will not suffice to establish an attorney-client relationship.

Finally, our website collects consumer data for our firm’s usage, including type of device used, referring domain, and location. Consumers who fill out a contact form will also provide their name, phone number, email address, and other information as they see fit. Consumers who call our firm may have their name and phone number captured by our firm for internal purposes, but we never distribute this information to third parties without prior written consent of the consumer.

We partner with Thomson Reuters, who might also collect data as part of our marketing efforts. To learn more about the Thomson Reuters privacy policy and the data that might be collected, please visit: Thomson Reuters Privacy Statement.