Estate and Business Planning for more than 30 Years

Privacy Policy

591 Camino de la Reina

Suite 710

San Diego, CA  92108

Phone 619-295-7100

Fax 619-295-2100

San Diego Bay

Attorneys, like others who advise on personal financial matters, are required by recent federal law to inform their clients of their policies regarding the privacy of client information. Attorneys always have been and continued to be bound by legal professional standards of confidentiality that are even more stringent than those required by this new law. Therefore, we have always protected your right to privacy.

In the course of providing our clients with income tax, estate tax, gift tax, and other advice, we receive significant personal financial information from our clients. As a client of the Law Offices of Boner Stern & Sipple, APC, you should know that all information we receive from you is held in confidence as required by our ethical obligations and responsibilities and is not released to people outside the firm, except as agreed to by you, or as required under an applicable law, and is only available to those persons within our firm who have a need to know or deal with that information.

We retain records relating to the professional services that we provide so we are better able to assist you with your professional needs or to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

If you should have any questions regarding our privacy policy, or if we may be of assistance to you with respect to any other matter, please contact us.
 

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