Privacy Policy

Effective Date: 6/7/24

Modern Business & Estate Planning Law, LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal data when you visit our website [ModernLawOffices.com], including any other media form, media channel, mobile website, or mobile application related or connected thereto (collectively, the “Site”). Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site.

1. Introduction

Modern Business & Estate Planning Law, LLC provides this privacy policy to inform users about our policies and procedures regarding the collection, use, processing, deletion, security, and disclosure of personal data and information that is subject to protection under applicable data protection, data privacy, and data security laws, including the California Consumer Privacy Act (as amended, the “CCPA”) (such data and information collectively, “Personal Data”). Your use of the Site means that you accept and understand this Privacy Policy. Please do not use the Site or provide us with any Personal Data if you do not accept this Privacy Policy.

2. Information We Collect

We may collect the following Personal Data when you visit the Site or otherwise provide us with Personal Data:

• Personal Data you provide when you complete forms available on the Site
• Personal Data you provide when you contact us
• Details of visits to the Site, including the volume of traffic received, logs, resources accessed, and devices used to access such information
• Personal Data related to your attendance at events hosted by Modern Business & Estate Planning Law, LLC
• Personal Data relating to you or your employees and officers that you provide to us to enable us to provide services to you and to comply with our legal obligations

The categories of Personal Data we have collected from individuals over the last twelve (12) months include:

• Identifiers, such as name, contact details, and address (including physical address, telephone number, email address, and Internet Protocol address)
• Professional and Personal information, including employment history and educational background, health information, financial, family, and other information  collected in connection with our business activities
• Internet or other electronic network activity information, such as information regarding your use of the Site (e.g., cookies, browsing history)

3. How We Obtain Your Personal Data

In connection with operating the Site, we obtain your Personal Data from the following sources:

• Information from your communications with us in connection with the Site or other services, events, publications, or programs
• Information captured on the Site, including information provided by you through online forms and any information captured via cookies
• Information that you provide us at the start of our engagement with you, or during the course of us providing services to you
• Information that we collect from publicly available sources

4. How We Use Your Personal Data

We use your Personal Data for one or more of the following business purposes and pursuant to the corresponding legal bases:

Purpose	Legal Bases
To understand your needs and provide you with better service	(a) Performance of contracts with you (b) Necessary for our legitimate interests in providing services to you
To improve the Site and to notify you about changes to the Site	Necessary for our legitimate interests in providing services to you and other clients
To communicate with you, including responding to requests for information submitted by you through the Site or to notify you of services we provide, events that we are hosting, or publications that may be of interest to you	(a) Consent provided by you in opting into such communications (where relevant) (b) Performance of a contract with you (c) Necessary for our legitimate interests in providing a service to you
To keep a record of your relationship with us	(a) Performance of a contract with you (b) Necessary to comply with a legal obligation
To evaluate and respond to your application for employment with us	(a) Steps taken prior to entering into a contract with you (b) Necessary for our legitimate interests in providing employment opportunities
For ongoing operations, administrative, accounting, reporting, account maintenance, and other processes	(a) Necessary for our legitimate interests in providing a service to you (b) Necessary to comply with a legal obligation
To audit and verify the quality and effectiveness of the Site, services, and compliance	(a) Necessary for our legitimate interests in providing a service to you and other clients (b) Necessary to comply with a legal obligation
To detect security incidents and to protect against malicious, deceptive, fraudulent, or illegal activity	Necessary to comply with a legal obligation
To generally comply with U.S., state, local laws, rules, and regulations	Necessary to comply with a legal obligation

Please note that we may process your Personal Data for more than one legal basis depending on the specific purpose for which we are using your Personal Data.

5. Your Privacy Rights under the CCPA

If you are a resident of California, you have the following rights under the CCPA:

• Right to Know: You have the right to request that we disclose certain information to you about our collection and use of your Personal Data over the past 12 months.
• Right to Delete: You have the right to request that we delete any of your Personal Data that we collected from you and retained, subject to certain exceptions.
• Right to Opt-Out of Sale: We do not sell Personal Data. However, the CCPA requires us to state that you have the right to opt-out of the sale of your Personal Data.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.

To exercise any of these rights, please contact us using the details provided in Section 12 (“Contact”).

6. With Whom We Share Your Personal Data

We do not sell or rent any of the Personal Data we collect about you to third parties without consent.

We do not disclose any Personal Data about you to third parties without consent, except:

• As permitted or required by law or regulation or pursuant to any legal process
• In response to governmental, regulatory, law enforcement, or judicial inquiries
• To affiliates
• To third-party suppliers and service providers (including vendors providing hosting, database management and development services related to the operation of the Site, outsourcing providers of our back-office and internal functions, technology service providers, and/or email marketing services related to events we are hosting, our publications, or other communications we may send to you)
• To our lawyers, auditors, and other professional advisors
• Entities to whom we may transfer, or merge parts of our business or our assets in a restructuring or in connection with a corporate transaction

Within the last twelve (12) months, we have shared each of the categories of Personal Data collected in connection with the Site with affiliates and service providers as set forth above.

7. Data Security

We consider the protection of Personal Data to be a sound business practice and employ commercially appropriate organizational, physical, technical, and procedural safeguards and measures to protect your Personal Data in our possession or under our control from unauthorized or accidental access and improper use.

Unfortunately, the transmission of information via any method other than private oral communication is inherently risky and unsecure, including but not limited to transmission methods such as the Internet, telephone, and mail, and we cannot guarantee the security of your Personal Data transmitted to or through the Site or any other method in accordance with information provided by us; any such transmission is at your own risk. Once we have received your Personal Data, we will use the procedures and security features described above to try to prevent unauthorized access to your Personal Data.

8. Data Retention

We will retain your Personal Data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law. To determine the appropriate retention period for Personal Data, we consider the amount, nature, and sensitivity of the Personal Data, the potential risk of harm from unauthorized use or disclosure of your Personal Data, the purposes for which we process your Personal Data and whether we can achieve those purposes through other means, and the applicable legal requirements.

9. Your Privacy Rights

Depending on the applicable laws in your state, you may have certain rights regarding your Personal Data, including the right to:

• Access the Personal Data we hold about you
• Correct any inaccuracies in your Personal Data
• Request deletion of your Personal Data
• Restrict or object to our processing of your Personal Data
• Request the transfer of your Personal Data to another organization
• Withdraw your consent to our processing of your Personal Data (if applicable)

To exercise any of your rights, please contact us using the details provided in Section 12 (“Contact”).

10. Cookies

We use cookies and certain other technologies and tools on the Site to track user preferences. A cookie is a small text file that certain websites save on your device when you visit those websites. Cookies automatically collect information regarding how you access the Site (e.g., browser type, access times, Internet Protocol address) and information regarding the hardware and software that you use to access the Site.

We use cookies to improve your Site experience, provide additional security, and remember you when you return to the Site. A cookie cannot give us access to your computer or to information beyond what you provide us, and we do not store Personal Data in cookies we create, but we do use encrypted information gathered from them to help improve your experience of the Site.

You can confirm your Site cookie preferences through the interface in the cookies banner provided on the homepage of the Site. You can set your browser to warn you before accepting cookies and refuse the cookie when your browser alerts you to its presence, or refuse all cookies by turning them off in your browser. If you refuse certain cookies, you may not be able to access certain parts of the Site or use the full functionality of the Site.

11. Children’s Privacy

We do not seek to collect or maintain information (including Personal Data) on the Site from those we know are under the age of 18, and no part of the Site is structured to attract anyone under the age of 13. If we are notified we have collected or received Personal Data from an individual under the age of 13, we will delete that Personal Data.

12. Contact

If you have questions or comments about this Privacy Policy, or requests relating to the exercise of your rights under applicable data protection laws, please contact us at:

Modern Business & Estate Planning Law, LLC
Jacob@ModernLawOffices.com

(417) 200-2500

Updated: 6/17/24