Disclaimer & Privacy Policy

Important Notice

Please note that my practice is limited to the following areas of estate planning: creation of Wills and trusts; probate; and trust administration. I do not undertake litigation of any kind. Please also note that I am licensed to practice law only in the State of California and cannot render legal advice regarding matters in other states.

Because of my duties to existing clients, I reserve the right to share any information I receive from you unless and until I notify you that (1) I do not have any conflicts of interest; and (2) I am willing to receive confidential information from you. Thus, in contacting me by email, telephone, or facsimile, please do not provide any information that you do not want me to share with others.

Until I notify you that I have no conflict of interest and that I am interested in communicating with you about undertaking your matter, please do not send any information other than (1) how to best contact you; and (2) the general matter about which you are contacting me.

Further, in order to establish an attorney-client relationship with me, I require a written engagement agreement which defines the scope of the representation that is signed by both the client(s) and me. No attorney-client relationship will be established prior to a signed written engagement agreement.

These policies and procedures are designed to protect the interests of my existing clients as well as the interests of potential new clients communicating with me. Thank you for your cooperation.

Information Collection

We may collect non-personal information, such as a domain name and IP address. The domain name and IP address reveals nothing personal about you other than the IP address from which you have accessed our website. We may also collect information about the type of internet browser you are using, operating system, what you brought to our website, as well as which of our website you have accessed. Additionally, if you communicate with us regarding this website or our services, we will collect any information that you provide in any such communication.

We may contact you in the future via e-mail to tell you about changes to this privacy policy.

Information Use

We use the collected information primarily for our own internal purposes, such as providing, maintaining, evaluating, and improving our services and website, fulfilling requests for information and providing customer support.


We follow generally accepted industry standards to protect the information submitted to us, both during transmission and once we receive it. If we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for “https” at the beginning of the address of the web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.


We use “cookies” on this site. A cookie is a piece of data stored on a site visitor’s hard drive to help us improve your access to our site and identify repeat visitors to our site. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.


We will not sell or otherwise provide the information we collect to outside third parties for the purpose of direct or indirect mass e-mail marketing. We will disclose personal information and/or IP address, when required by law or in the good faith believe that such action is necessary to:

  • Cooperate with the investigations of purposed unlawful activities and conform to the edicts of the law or comply with legal process served on our company.
  • Protect and defend the rights or property of our website and related properties.
  • Identify persons who may be violating the law, the rights of third parties, or otherwise misusing our website or its related properties.

Please keep in mind that whenever you voluntarily disclose personal information online – for example, through e-mail, discussion boards or elsewhere – that information can be collected and used by others. In short, if you post personal information online that is accessible to the public, you may receive unsolicited messages from other parties in return.

Ultimately, you are solely responsible for maintaining the secrecy of your personal information. Please be careful and responsible whenever you are online.


This website may contain links to other sites. Please be aware that we are not responsible for the content or privacy practices of those other websites. We encourage our users to be aware when they leave our website and to read the privacy statements of any other site that collects personally identifiable information.


By using this website, you consent to the collection and use of information as specified above. IF we make changes to our Privacy Policy, we will post those changes on this page. Please review this page frequently to remain up-to-date with the information we collect, how we use it, and under what circumstances we disclose it. You must review the new Privacy Policy carefully to make sure you understand our practices and procedures.