Al P. Trebing & Associates
Attorney at Law
Firm Privacy Policy

We understand your concerns for privacy regarding any information you provide to us in connection with our performance of legal services. Attorneys are bound by strict professional standards of confidentiality and we take seriously our obligation to protect your right to privacy. Any information you provide to us or which we otherwise learn of as a result of our legal representation of you will not be disclosed by us to anyone, except as permitted by you or required by law.

We retain records of the professional services we provide to you, so that we are better able to assist you with your professional needs and comply with our professional objectives. 

Because we generally use electronic mail (“email”) in connection with our representation of clients, there is a risk that the confidentiality of email may be breached. Accordingly, clients are afforded the option to require that we not use email in connection with our representation, either in general, or with respect to any particular information specified by a client.

Special Notice Regarding Joint Representation of
Husband and Wife

We frequently represent married couples in the planning of their estates, and it is therefore our ethical obligation to advise married clients of the potential conflicts and other ethical considerations involved in such “dual” representation. Spouses can have differing, and sometimes conflicting, interests and objectives regarding their estate planning.  For example, they may have different views on how property should pass after death. In some situations, we may also recommend that holdings be structured to take advantage of available tax benefits, which may involve transfers of property from one spouse to the other. These are just a few examples as to how a husband’s and wife’s interests may conflict when planning their estates. In addition, we are not permitted to keep information which a husband or wife provides to us relating to the estate planning from the other spouse. 

In such circumstances, our representation is designed to assist both spouses in a coordinated overall plan and to encourage the resolution of any differing interests in an equitable manner, and in the best interest of the marriage and the family. If, however, it reaches the point where the husband and wife are unable to agree on a material aspect of the work, we may be required to suspend further representation until the conflict can be resolved, or recommend that one of the spouses consult with independent legal counsel.   

 


106 Main Street
New Canaan, CT 06848-4709
Phone: (203) 972-5856
Fax: (203) 972-6307

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.

Copyright © 2005 by Al P. Trebing & Associates. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement.

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