UPDATED December 2024 – The Corporate Transparency Act – Reporting Requirements for Businesses

PRIVACY POLICY

Attorneys who provide legal services involving financial matters of clients are now required by federal law to inform their clients of their policies regarding the privacy of client information. The purpose of this notice is to explain what we will be doing with the financial information that you provide to us, and the ways that we will protect your privacy.

North Carolina attorneys are bound by the Revised Rules of Professional Conduct of the North Carolina State Bar. These Rules of Professional Conduct govern our conduct and require us to protect your confidentiality. These professional standards are even more stringent than those now required by federal law. Therefore, we have always protected your right to privacy and will continue to do so. Federal law now also requires that we let you know how we are protecting your privacy.

Types of Nonpublic Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us in the course of providing you with legal services that you have requested. This information, in some cases, includes information about your personal finances and property.

Disclosure of Information

We disclose nonpublic personal information about you only to individuals or entities necessary in order to provide you with the legal services that you have requested. For instance, our staff may have access to your nonpublic personal information in order for us to efficiently provide you with the legal services you have requested. In some situations, we may provide information to another organization (such as your accountant, your realtor, or your insurance company) in order to obtain information or assist in providing the legal services you have requested.

We do not disclose any nonpublic personal information about you to anyone, except as is necessary in order to provide you with the legal services that you have requested.

You Have The Right To Prohibit Disclosure

If for any reason you do not want us to provide nonpublic personal information about you to other parties in the course of providing you with legal services, you may direct us not to make those disclosures. If you wish to direct us not to disclose information, please call us at (252) 321-2020.

Your Privacy Is Important To Us

We retain records and files relating to the professional services you have asked us to provide. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with the Rules of Professional Conduct that govern our profession. Please call us with any questions or concerns that you have about protecting your privacy.