Appendix B Privacy Notice
| Library | A Lawyer's Guide to Estate Planning: Fundamentals for the Legal Practitioner (ABA) (2018 Ed.) |
Appendix B Privacy Notice
[Name of Firm] understands that your privacy is important. We are sure you are aware that your personal information will always be held in the strictest confidence within [Name of Firm]. You are receiving this notice in accordance with applicable federal law because you receive income, estate and gift tax advice, planning, or preparation services from [Name of Firm]. This privacy notice outlines what information we collect and how we use it. In serving you we are committed to...
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