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HAHN LOESER + PARKS LLP PRIVACY POLICY
At Hahn Loeser + Parks LLP, we are committed to
the privacy of every client. We recognize that
our clients entrust important personal
information to us, and we take seriously our
responsibility to protect and safeguard this
information. Our long-standing privacy policies
and practices are described below.
The nonpublic personal information that we
collect relating to individual clients will vary
with the purpose and scope of our
representation. When we advise a client on
personal financial matters, the information we
collect will include:
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Information that a client has provided to
us;
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Information about our client or our client's
transactions with others, provided by others
whom our client has requested or authorized
us to contact;
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Information about our relationship with and
our services to our client.
For example, for estate or succession planning,
we will typically collect all relevant personal
information, including information about our
client's personal assets, goals and preferences.
For tax return preparation, we will collect
personal financial information relevant to our
client's income and deductions for the relevant
year.
As attorneys, we adhere to our professional duty
to keep confidential all nonpublic personal
information relating to a client's
representation. We do not disclose personal
information about any current or former client
except as required or permitted by law or by the
Ohio Code of Professional Responsibility. We may
disclose personal information if necessary to
carry out, administer or enforce a transaction
that our client has requested or authorized us
to perform; in that connection, we may make such
disclosures to:
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Our employees or agents who are assisting us
in serving our client;
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At our client's direction or with his or her
consent, the client's financial service
providers, such as the client's accountant,
investment advisor, insurance agent, or the
financial institution that our client has
designated as trustee of a living trust;
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Any person whom we jointly represent with
our client. For example, if our client and
his spouse have both requested estate
planning services from us, we regard our
representation of husband and wife as joint
and may share information provided by one
with the other, unless otherwise agreed;
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Any other person or entity to whom our
client has authorized our making a
disclosure, or to whom disclosure is
required by law or applicable rules of
procedure.
Within our firm, we retain records relating to
our professional services, accessible to our
staff, to assist us in effectively representing
you and, in some cases, to administer our
business or to comply with professional
standards. We maintain physical, electronic, and
procedural safeguards for your personal
nonpublic information that comply with our
professional standards. If you have further
questions regarding the confidentiality of your
personal information, please contact any Hahn
Loeser + Parks LLP attorney with whom you have
worked.
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