Who does this policy apply to?
We employ marketing and third-party systems including, by way of example only, Google, Outlook, Clio, Lexicata, and Infusionsoft any one of which may optionally send information you requested to you. We may add or remove providers at any time.
What do we collect from you?
Our law firm collects personal information only when you submit it to us. You do this by filling in forms on our main website or associated white label sites. This includes information provided at the time of registering to use our site, subscribing to our services, posting material or comments, or requesting further services. We may also ask you for information at other times, for example in connection with a promotion or if you report a problem with our site, or if you fill in a survey which includes your contact information.
If you purchase any products from us using our site or an on-premises credit processing device, we never store your credit card details. Those are used by the processing company to execute that transaction, and our company is not a party to the numbers or related personal information.
We do not collect US Social Security Numbers, except as required by law. This requirement in support of your privacy may include certain kinds of trusts, tax records, some court forms and bankruptcy filing, and VA benefit programs. Your Social Security Number is never sent to anyone outside of these requirements. Your Social Security Number is never stored on-line.
How we store information.
You agree that we are not responsible for your information if a third party site we use, even incidentally, has been tampered with (such as by spoofing or phishing schemes) or is breached by any means (such as by hackers, cyber-terrorists, and so on) through no fault of ours.
An important note for all users of our Site is this… whenever you voluntarily make your personal information available for viewing by third parties online (for example on message boards, web logs, through email, or in chat areas) that information can be seen, collected and used by others besides us. We cannot be responsible for any unauthorized third-party use of such information.
How we use information.
We may use the information retained in the database to communicate with you directly via email or direct mail, such as to inform you about upcoming seminars that may be of interest to you. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards, but we cannot guarantee that your personal information will never be disclosed in a manner inconsistent with this policy.
Our retention policy allows us to keep information for so long as is necessary which is also as long as the purpose for which data was collected is still valid. Email subscriptions for updates or newsletters are an example of a service that could persist until you intentionally unsubscribe or change your subscription preference.
We may use Google Analytics to optimize our business. Advertiser features may include:
- Remarketing with Google Analytics
- Google Display Network Impression Reporting
- DoubleClick Platform integrations
- Google Analytics Demographics and Interest Reporting
Among other uses, this allows us to contact you by email if you begin to fill out our check-out form but abandon it before completion. The “Remarketing” feature allows us to reach people who previously visited our Site and match the right audience with the right advertising message.
We abide by Facebook’s Data Use Restrictions which include the following:
- Any ad data collected, received or derived from our Facebook ad (“Facebook advertising data”) is only shared with someone acting on our behalf, such as our service provider.
- We do not use Facebook advertising data for any purpose except on an aggregate and anonymous basis (unless authorized by Facebook) and only to assess the performance and effectiveness of our Facebook advertising campaigns. If you fill in a form on Facebook, or after being sent to a landing page, you are consenting to the use of your information submitted.
- We do not use Facebook advertising data to build specific user profiles that identifies any particular user, browser, computer or device. However, you may offer that information as part of a completed web form or other data entry mechanism.
- We do not sell or transfer any Facebook advertising.
Currently, we only employ a “cookie” for more accurate traffic analysis such as tracking the time/date of the visit, the page viewed and the referring website. This cookie retains some form submission details. Most browsers are initially set up to accept cookies. If you would prefer, you can set your browser to reject cookies. Cookies typically live on your computer, not ours, and you have complete control over them. You can delete them at your option from your browser.
The data that we do collect in cookies is never stored in any individual website tracking profile and only serves to update aggregate counts allowing us to monitor site traffic. We may share non-personal, anonymous information collected through cookies with third parties.
Requirements for attorneys.
Attorneys have always been required under their Code of Professional Conduct to keep their clients’ information confidential. Therefore we have always protected your right to privacy. Furthermore, in order to practice before the Internal Revenue Service, we are forbidden from disclosing any client information provided for tax planning or preparation services without your prior written consent.
With the passage of the Gramm-Leach-Bliley Act and other US legislation, Estate Planning Attorneys, CPAs, banks, trust companies, and other financial service providers are required to inform their clients of their policies regarding the privacy of client information.
Although the attorney / client privilege by which our firm is bound prohibits us from releasing any communications between you and one of our attorneys, you can always request that our firm release such information to anyone you designate. And, of course, you are always free to release any information about yourself at any time.
Parties to Whom We Disclose Information.
We do not disclose private personal information about clients or former clients obtained in the course of our practice, except as required or permitted by law.
- Required Disclosures
- As legal professionals, we are required by law to make disclosures of private information where we have knowledge of elder or child abuse, or of the intent to commit a crime.
- Permitted Disclosures
- In order to complete work you engaged our firm to produce, your private information may need to be disclosed to employees of our firm. These people are under a duty of confidentiality to us.
- Outside Providers.. On occasion, we may need to provide your private information to unrelated third parties who may be called on to assist us in completing work you have engaged our firm to complete. The information provided is limited to that necessary to complete the work we have been retained to perform. For example, if we are changing the beneficiary on your life insurance or an IRA as part of our estate planning engagement, we might speak with the custodian of the IRA to secure assistance in completing the transaction or if we were deeding a parcel of real estate into your trust we might provide related information to your liability insurance carrier.
Protecting the Confidentiality and Security of Client Information.
In order to better serve you and your heirs, as well as comply with certain professional guidelines and requirements, we retain records of the professional services that we provide. As part of our commitment to provide you with the finest service possible, we maintain physical, electronic and procedural safeguards to protect the private information of our clients and former clients. These safeguards comply with our professional standards as well as with the federal regulations.
Request Not to Release Information.
The Federal Trade Commission regulations require us to notify you of your right to request that our firm not release your non-public personal information. While it is unnecessary for you to do so, because our firm does not release any private information, in the interest of satisfying the regulations we include this disclosure.
GDPR and the EEA.
We do not intentionally market in the European Union or the European Economic Community (EEC or EEA), although since much of today’s business is routed through servers which may or may not be located in EU or EEC areas, and on which data subject to General Data Protection Regulations (GDPR) provisions may or may not be stored, we do offer this statement of GDPR compliance.
Under the General Data Protection Regulations (GDPR) The Law Offices of Douglas E. Koenig, PLLC is defined as a data controller. By definition a data controller is a person or entity which determines the manner of which any personal data is, or is to be, processed.
Under the General Data Protections Regulations (GDPR), individuals have the right to:
- check whether we hold personal data about you and to access such data.
- require us to correct, as soon as reasonably practicable, any data relating to you that is inaccurate.
- ascertain our policies and practices in relation to personal data and the kind of personal data held by us.
- object to the use of your personal data for marketing purposes. We won’t use your personal data for marketing purposes after you communicate your objection to us.
- request the deletion of any personal data which we may hold for that specific person.
In accordance with the terms of the GDPR, we have the right to and may charge a minimum fee for processing any data access request.
You may exercise your opt-out right by notifying us if you wish to object to the use of your personal data for direct marketing purposes. Please send requests for such objections, access to data, correction of data, information regarding policies and practices and kinds of data held, questions or complaints to the details found in the ‘contact us’ section below.
You may contact us using various methods, including:
Data Protection Officer
Law Offices of Douglas E. Koenig, PLLC
2530 Meridian Parkway, Suite 300
Durham, NC 27713