Cameron Kelly is speaking at the Friday Memorial Library in New Richmond, Wisconsin, on March 5, 2020 at 6 pm. Cameron will present “Estate Planning for Peace of Mind,” which includes a discussion of estate planning documents for both death and disability. He will also discuss probate and what clients can do to make sure …
Attorneys, like other professionals who advise clients on personal financial matters, are required by federal law to inform their clients of their policies regarding the privacy of client information. Attorneys have been, and continue to be, bound by professional standards of confidentiality that are even more stringent than those required by this new law. Therefore, we have always protected your right to privacy and will continue to do so.
In the course of providing our clients with income tax, estate tax, gift tax, and other legal services, we receive significant personal financial information from our clients.
If you are a client of Lommen Abdo Law Firm you should know that all information that we receive from you is held in confidence, and is not released to people outside the firm, except as agreed to by you, or as required under an applicable law.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.