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Privacy Policies

CLEVELAND ELDER LAW CO. LPA PRIVACY POLICY, 2024

 Cleveland Elder Law Co. LPA, like other professional firms that sometimes collect personal financial information, are required by federal law to inform clients of our policies regarding privacy of personal information.

Attorneys and law firms are be bound by professional rules that place confidentiality at a very high premium. These ethical rules in Ohio are more stringent than those required by the Federal law.  In the course of providing our clients with legal advice regarding matters such as estate planning, Medicaid planning and elder law, as well as litigation and probate matters, we may collect personal financial information. You may also provide us basic information on this website.

Client information may include bank records, social security numbers and driver licenses, as well as valuations of other assets and liabilities. This information is typically information provided by you to us, or may be from another advisor such as an accountant, or financial planner with whom you work.

As a client of Cleveland Elder Law. Co. LPA. you should know that all information that we receive from you is held in strict confidence, and is not released to people outside the firm, except as agreed to by you, or as required or permitted under an applicable law or ethical rule. We will not disclose such information without your permission except in very limited circumstances required by law. Those limited circumstances include when a court orders us to disclose the information or when we are required by law to release information.

We retain records relating to professional services that we provide so that we are better able to answer your questions, to assist you with your professional legal needs and, in some cases, to comply with professional guidelines. ln order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Client information will eventually be shredded or securely deleted per the firm's file disposition policies. We generally hold electronic records for at least five years. Our electronic records are encrypted in order to protect your privacy.

From time to time we may also contract with other third parties to perform services for your benefit, such as photocopying documents or other file-related tasks. We will only disclose the information necessary for the third party to carry out its agreed responsibilities. We require these third parties to treat your personal information, and our information regarding your matters, as confidential, in the same manner as we do.

Please be assured that we are dedicated to the high principles of client confidence that are the hallmark of the lawyer-client relationship. If you have any questions regarding how this policy statement specifically applies to you, please feel free to contact us.

Storage and Use of Electronic Data of Clients: This office will endeavor to digitalize most documents in your file, except documents that require an original signature to be valid. If you are a client, you  consent to the retention, maintenance, and storage of this information and records relating to this matter in the following forms and locations: Paper (in office and/or storage files); electronic (e.g., computer, handheld devices for email, fax, and via the Internet using cloud storage); or other like mediums. Attorney will endeavor to take all steps necessary to preserve and maintain the confidentiality of all Client information and records. 

Persons using this site may give us information such as names and email addresses, and this information is treated in the same way we would treat the information of a Client. 

Phone numbers and email addresses are never shared with third parties without your permission. 

Contact Us Today

Cleveland Elder Law is committed to answering your questions about Elder Law, Estate Law and Probate law issues in Independence, Ohio.

We offer a free consultation and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

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