Thank you for visiting https://legacywealthattorneys.com. Legacy Wealth Estate Planning Attorneys (hereinafter referred to as "The Firm", “the firm”, “we”, “us”, “our”), is a law firm that is committed to protecting your privacy while providing you with a positive on-line experience. The Firm respects your privacy, and we believe you have the right to know what information we collect, how we use it and what security measures we have taken to protect your information.
The Firm is committed to protecting your privacy while providing you with a positive experience. The Firm respects your privacy, and we believe you have the right to know what information we collect, how we use it and what security measures we have taken to protect your information.
To affirm our continued commitment to the proper use of client information and the protection of your privacy, we have set forth the following privacy policies.
The Firm will provide each client with initial notice of the firm’s current policy when the client relationship is established. The Firm shall also provide each client with a new notice of the firm’s current privacy policies at least annually. If, at any time, The Firm adopts material changes to its privacy policies, the firm shall provide each client with a revised notice reflecting the new privacy policies.
You will voluntarily provide most of your personal information directly to us. We will also obtain personal information from other sources or persons, including:
The types of information we collect and how we process it will vary depending on the relationship we have with you (e.g. whether you are a client, a supplier, a service provider, a vendor, or someone else) and the context.
The specific types of personal information we collect and share depend on the Services we provide you. Generally, this information can include:
In accordance with the above, there are certain circumstances where we will need to collect more sensitive personal information, such as (unless applicable local law prevents this) diversity and health data, details of offenses, regulatory actions and related proceedings (“Sensitive Information”). Such information may be collected from you or, in those jurisdictions where it is permitted under applicable local law, from third parties.
Sensitive Information may also be inadvertently disclosed to us (for example, if you provide us with your dietary requirements for the purpose of a business meal – which may give an indication concerning your religion or health. Providing the name of your spouse or partner to us may also reveal your sexual orientation).
We will only request Sensitive Information where necessary and we are legally allowed to, and will put in place enhanced safeguards to protect such Sensitive Information.
The Firm may have one or more of the following lawful bases to process your personal information:
For more information on the lawful bases on which we may process your personal information, please see the section below, “How We Use the Information We Collect.”
Where it is necessary to perform our contract with you or to take steps at your request to enter into the contract, The Firm may collect or generate additional details about you during the course of such engagement in order to provide you with Services.
We may also use your personal information:
We may use personal information in order to respond to, prepare for and present pitches and other proposals, and identify potential business opportunities. Largely, this involves our collection and use of non-personal business information about current, former and prospective corporate clients. However, we may also process limited personal information about individuals (name, current and former company, current and former title, contact information and similar information).
We may participate in industry surveys and reports which clients use to assess law firms and the legal industry. Largely, this involves our collection and use of non-personal business information about clients and matters. However, we may also review and share limited personal information about individuals (such as referee name, title and contact).
As part of your business or other commercial dealings with the firm, we may collect or generate details about you to maintain our relationship with you and maintain contractual relations, for accounting and tax purposes and applicable legal and/or regulatory obligations.
Subject to our professional and ethical duties, we use personal information where we believe necessary to investigate, prevent or take action regarding illegal activities, suspected fraud, situations involving potential threats to the safety of any person, or violations of our terms of engagement. We also use personal information to protect and secure the Site and our information systems and networks.
Where permitted by applicable law, The Firm may record and/or monitor telephone calls made and received and electronic communications sent to or received by the firm’s networks in order to protect our business and verify compliance with our policies and relevant legal requirements. Any such recording and/or monitoring will be carried out for lawful business purposes and in accordance with applicable laws and regulations. This may include the following purposes:
In order to communicate efficiently, correspondence and documents may be sent by unencrypted email. You are aware that this is not guaranteed as a secure method of communication, nor are there any service standards for delivery. If you would prefer us not to use unencrypted email, please speak to your contact at the firm.
We may use your personal information to better understand how users access and use the Site, our other law firm services, and for other research and analytical purposes, such as to evaluate and improve our services and business operations and to develop services and features. For additional information, please see the section, “Do We use “Cookies” or Obtain Personal Information by Automated Means?” below.
We may use your personal information for direct marketing purposes, including to send you newsletters, client alerts and information we think may interest you. If you are located in a jurisdiction that requires opt-in consent to receive electronic marketing messages, we will only send you such messages if you opt-in to receive them. We may also use your personal information to develop new services and determine how to market our services.
You may update your preferences or opt out at any time. For more information on how to exercise your rights, see the section, “Individual Rights” below.
If you attend an event that is run by or in association with our firm, we will collect contact details as part of event registration. This information may include dietary requirements and details of any health issues or disabilities which may impact upon your attendance at or participation in the event.
Where an event is sponsored in association with a partner organization or hosted at an external venue, we may need to share your personal details with the partner, event organizer or venue. Only the minimum information will be shared as necessary for the purposes of running the event.
The Firm uses this information to help us develop and improve our Site to better meet your needs. We may use your name or e-mail address to contact you or respond to your inquiries. We also use this information to help us diagnose technical issues relating to the performance of our Site.
Where required by applicable law, we obtain consent to process personal information. In the event that we use personal information we collect for other purposes not identified above where direct client consent is required under applicable rules, laws and/or regulations, we will provide specific notice at the time we collect such personal information.
We may share personal information with the following categories of third parties as necessary:
As mentioned above, we may appoint third parties (such as sub-contractors, vendors, and service providers) as required to deliver our Services, such as, without limitation, document processing and translation services, confidential waste disposal, IT systems or software providers, IT Support service providers, and document and information storage providers, who will process personal information on our behalf and at our direction. We conduct an appropriate level of due diligence and put in place contractual documentation in relation to any sub-contractor to ensure that they process personal information appropriately and according to our legal and regulatory obligations.
Further, we may appoint external data controllers where necessary to deliver our Services (for example, but without limitation, accountants, attorneys, consultants and other third party experts including, but without limitation, other law firms). When doing so, we will comply with our legal and regulatory obligations in relation to the personal information including, but without limitation, putting appropriate safeguards in place.
The Firm makes every effort to protect the security of your personal information. We are committed to keeping personal information secure and we have implemented appropriate information security policies, rules and technical measures to protect the personal information that we have under our control from unauthorized access, improper use or disclosure, unauthorized modification and unlawful destruction or accidental loss.
All of our employees, consultants, workers and data processors (i.e., those who process your personal information on our behalf, for the purposes listed above), who have access to, and are associated with, the processing of personal information are obligated to respect the confidentiality of such personal information.
To the extent permitted by the applicable law of your jurisdiction, in relation to your personal information, you may request:
In addition to the foregoing, if you are located in the European Economic Area (“EEA”), to the extent permitted by applicable law, in relation to your personal information, you may request:
To help protect your privacy and maintain security, we may take steps to verify your identity before granting you access to your information.
To the extent permitted by applicable law, a charge may apply before we provide you with a copy of any of your personal information that we maintain.
We will endeavor to ensure your personal information is kept accurate, complete, up to date and relevant. Please let us know if any of your details change. If you feel your personal information is not accurate, complete or up to date, please notify us and we will take reasonable steps to ensure it is corrected. You can contact us using the details listed below.
If you do not wish to receive e-mails from The Firm in the future, please let us know by Contacting Us using the information below.
To the extent permitted by applicable law, we retain your personal information for the period necessary to serve the purposes for which we obtained it. We may also retain your personal information beyond such period in accordance with applicable laws, regulations, or another lawful basis, including but not limited to, compliance with our contractual obligations, legal obligations, regulatory obligations, legal claims, or another legitimate interest.
If you are located in the European Economic Area (“EEA”), we will comply with applicable legal requirements regarding the provision of appropriate safeguards for the transfer of personal information to recipients in countries for which the European Commission has not issued an adequacy decision.
As identified under applicable law, the data controller for this Site is: The Firm located at the address below.
For additional information about our Site policies, please refer to the Site Appendix below.
Attn: 4195 S Grand Canyon Dr Suite 106b, Las Vegas, NV 89147
As our Site is linked to the internet, and the internet is inherently insecure, we cannot provide any assurance regarding the security of transmission of information you communicate to us online. We also cannot guarantee that the information you supply will not be intercepted while being transmitted over the internet. Accordingly, any personal information or other information which you transmit to us online is transmitted at your own risk.
Please note that no transmission over the internet is completely secure or error-free, and that the information security policies, rules and technical measures utilized and maintained by us may be subject to compromise.
As a convenience to you, The Firm may provide hyperlinks to websites operated by third parties. When you select these hyperlinks, you will be leaving our Site.
The Firm has no control over third party websites, their content, or security. Accordingly, when you access these third party websites it is at your own risk. We encourage you to read the associated privacy policies by such third party websites to learn more about their data privacy management practices. The Firm may, in its sole discretion, block links to our Site without prior notice.
Do Not Track (“DNT”) is a privacy preference that users can set in certain web browsers and is a way for users to inform websites and services that they do not want certain information about their webpage visits collected over time and across websites or online services.
We do not track users across time or over multiple websites, we do not receive, or respond to, browser do-not-track signals or other similar mechanisms. However, some third party sites do keep track of your browsing activities when they serve you content, which enables them to tailor what they present to you.
To learn more about setting up a Do Not Track signal, please visit https://allaboutdnt.com/
Our Site is not directed to children under the age of 18 years. By using our Site, you represent and warrant that you are at least 18 years old.
To the extent we have unintentionally collected any of your Personal Information on our Site from a person under the age of 18 years old, you may request and obtain removal of such Personal Information. To make such a request, please send to: 4195 S Grand Canyon Dr Suite 106b, Las Vegas, NV 89147.
Please be aware that such a request does not ensure complete or comprehensive removal of the content or information you have posted and that there may be circumstances in which the law does not require or allow removal even if requested.
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