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Privacy Policy
1. Introduction
This Privacy Policy explains how we (“Firm,” “we,” “our,” or “us”) collect, use, maintain, and protect personal information obtained through our website and in connection with our legal services.
The Firm is licensed to practice law in the State of Maryland only, All legal services are provided solely under Maryland law.
2. Information We Collect
We may collect the following categories of personal information:
• Name, address, phone number, and email address
• Information submitted through website contact forms
• Financial and asset information provided in connection with estate planning
• Health-related information relevant to elder law planning
• IP address and website usage data
• Any documents or communications voluntarily submitted to us
3. Lawful Basis for Processing (GDPR Disclosure)
If you are located in the European Union or the Firm processes data while physically located in the EU, personal data is processed under the lawful basis of providing legal services, responding to inquiries, fulfilling contractual obligations, or complying with legal requirements.
We process personal data only to the extent necessary to provide legal services and maintain firm operations.
4. How We Use Information
We use collected information to:
• Respond to inquiries
• Provide legal services
• Prepare estate planning documents
• Communicate regarding client matters
• Comply with professional and legal obligations
• Maintain internal records
• Improve website functionality
5. Data Security
We implement appropriate technical and organizational safeguards to protect personal data, including:
• Encrypted devices
• Secure cloud-based document storage
• Two-factor authentication
• Secure VPN connections when working remotely
• Restricted access to client information
While no system is completely secure, we take reasonable measures to protect confidential information.
6. Data Retention
We retain client information in accordance with Maryland professional responsibility rules and applicable legal requirements. Closed client files are retained for a reasonable period consistent with professional obligations.
7. Sharing of Information
We do not sell personal information.
We may share information with trusted third-party service providers (such as secure cloud storage providers, practice management platforms, or payment processors) solely for purposes necessary to operate the Firm. These providers are expected to maintain appropriate data protection standards.
8. International Data Processing
The Firm may access and process client information while physically located in Portugal. All legal services remain governed by Maryland law. Appropriate safeguards are implemented to ensure continued confidentiality and security of client data.
9. Your Rights
Depending on applicable law, individuals may have rights to request access to, correction of, or deletion of personal data. Requests may be submitted using the contact information below.
Certain data may be retained as required by professional or legal obligations.
10. Cookies and Website Analytics
Our website may use basic cookies or analytics tools to improve user experience. Users may disable cookies through their browser settings.
11. Contact Information
For questions regarding this Privacy Policy or requests related to personal data, please contact:
David Wingate, Esq.
12. Updates to This Policy
This Privacy Policy may be updated periodically.