Copper State Planning Disclaimer
The materials included on this website have been prepared by Copper State Planning for informational purposes only and do not constitute legal advice. This information is not intended to create, and receipt of it does not constitute, an attorney-client relationship. Internet subscribers and online readers should not act upon this information without seeking professional counsel. Please do not send us any confidential information until you speak with one of our attorneys and receive guidance on what information may be appropriate to share. We cannot represent you until we have determined that doing so would not create a conflict of interest and we have a mutually acceptable written representation agreement with you.
If your jurisdiction requires us to designate a principal office and/or a single attorney responsible for this website, Copper State Planning designates its office in Phoenix, Arizona, USA, as its principal office and designates Leighton Tyau, as the responsible attorney. The rules of some jurisdictions require us to state: THIS IS AN ADVERTISEMENT.
About Copper State Planning
Copper State Planning is a professional limited liability company specializing in complex estate planning and administration.
No Guarantee of Results
Some of the case summaries, reports of past results, and individual attorney biographies on this website describe past matters handled for clients of the Firm. These descriptions are meant only to provide information to the public about the activities and experience of our attorneys. They are not intended as a guarantee that the same or similar results can be obtained in every matter undertaken by our attorneys. You must not assume that a similar result can be obtained in a legal matter of interest to you. The outcome of a particular matter can depend on a variety of factors, including the specific factual and legal circumstances, the ability of opposing counsel, and often, unexpected developments beyond the control of any client or attorney.
Privacy of Client Information
Every attorney and employee of Copper State Planning is required by the Code of Professional Responsibility of his or her state to keep all matters related to the business of our clients confidential. This confidentiality requirement extends to all personnel and precludes discussion of a client’s business with persons other than those with a need to know who are actively working for the Firm or who are duly authorized representatives of the client. In addition to the professional requirements of confidentiality, the Firm has a strict policy on confidentiality of client information. We value the trust and confidence that our clients place in us.
Privacy Policy Notice
This Privacy Policy Notice explains the kind of information we collect about you, with whom we share it, and how we protect it responsibly. The notice applies to clients who obtain services from us for personal, family, or household purposes. The examples you find in this notice are for illustration purposes only and should not be considered a complete description of our information practices.
Categories of Information We Collect
We collect nonpublic personal information about you from the following sources:
- Information we receive from you with respect to our representation, from estate planning documents, questionnaires, or other forms;
- Information about your transactions with us, our affiliates, or others; and
- Information we receive from third parties as a result of our representation, including persons providing services in connection with your estate planning needs.
Disclosure of Information to Third Parties
We do not disclose information about you to third parties except as required or permitted by law, specifically authorized by you, or required under the Rules of Professional Conduct applicable to the attorneys in our Firm. If your relationship with us terminates or becomes inactive, we will continue to treat the information we have collected about you as confidential, in accordance with this Notice.
Our Security Procedures
We maintain physical, electronic, and procedural safeguards to protect client information. Our employees are bound by laws and our policies, which limit their access to client information to legitimate purposes only and require them to keep information about clients confidential.
Other Privacy Protections
You may have other privacy protections under some state or federal laws. We will comply with all applicable state and federal laws regarding information about you.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Our Commitment
We will continue to maintain our dedication to protecting your privacy. If you have questions concerning this Notice, please contact us at 480-442-6413 between the hours of 9:00 a.m. and 5:00 p.m. weekdays, or visit our website at www.copperstateplanning.com.
