Company Privacy Policy
As a firm engaged in the practice of real estate, Etzler Law, P.A. is required, pursuant to Federal law (The Gramm-Leach-Bliley Financial Modernization Act) to provide clients notice (at least annually), of its policies and practices with respect to: (i) disclosing nonpublic personal information to affiliates and non-affiliated third parties; (ii) disclosing nonpublic personal information of persons who have ceased to be our clients; and (iii) protecting the nonpublic personal information of our clients.
Item I: It is not our firm’s practice or policy to disclose any nonpublic information we may have gathered about our clients in performing professional estate planning services. When requested by a client, we will, in the process of performing our professional services, communicate with financial institutions with which the client has a relationship. These services may include, but not limited to, the transfer and retitling of various assets to best achieve the desired results for tax planning and estate planning.
Item II: In the event an individual or entity ceases to be our client, it is our general practice and procedure to disclose nonpublic personal information only as specifically directed by our former client and as otherwise required or permitted in accordance with the Florida Bar Rules of Professional Conduct.
Item III: All attorneys in our firm are bound by ethical rules, which prohibit the disclosure of client secrets and confidences except under certain limited circumstances and in accordance with the Florida Bar Rules of Professional Conduct. All employees and agents are similarly instructed to maintain our privacy policies and procedures
