Terms of Use and Privacy Policy for Ambrecht & Associates

Under the Gramm-Leach-Bliley Act, Public Law 106-10

Attorneys who provide tax planning or tax preparation services, may be required by federal law to inform their clients of their policies regarding privacy of client information. Attorneys have been and continue to be bound by professional ethical standards of confidentiality imposed by the State Bar and the laws of California. Our office takes these professional standards seriously and have always protected your right to privacy. Please understand that our office never gives any personal client information to third parties without our client's permission.

Use of Email

You are hereby notified that the owners of the email addresses published on this site do not wish to receive and you are prohibited from sending unsolicited commercial email messages for services or products to the email addresses provided on this Web site. You are prohibiting from attempting to interfere with the proper function of this website. You are prohibited from forging any email addresses. You are prohibited from framing any content of this website. You are responsible for all damages and costs resulting from these actions in any way and from any illegal actions involving the website of Ambrecht & Associates whether or not enumerated here. If you have any questions about your obligations set out here, you should contact Ambrecht & Associates to clarify matters and/or to receive answers to your questions.


You must defend, indemnify, and hold Ambrecht & Associates, its partners, associates, and consultants free and harmless from any claims, damages, costs, and expenses resulting from your failure to comply with the terms on our website. If you have any questions about this obligation, you should contact Ambrecht & Associates to clarify matters and/or to receive answers to your questions.

Disclosures and Disclaimers

Under Rule 1-400 of the California Rules of Professional Conduct, this Web site is a "communication" that is made by lawyers at Ambrecht & Associates who are members of the State Bar of California and addresses the availability of professional employment. In other states, this website may be deemed an advertisement. In the event you believe this website does not comply with the rules of the state where you reside, you should disregard its contents and, if you wish, seek information about the services provided by Ambrecht & Associates from other resources or directly from the firm, its partners, associates, or consultants.

Disclaimer of Liability

Although Ambrecht & Associates makes reasonable efforts to keep material on this website current, please understand that laws, regulations, other legal authorities and other information change quickly and may not be fully reflected on this site without delay. Therefore, you should not act upon any information on this website without seeking professional counsel.

Ambrecht & Associates makes no warranties, representations, or claims of any kind with respect to any of the information on this website, including without limitation the accuracy, completeness, and suitability for any purpose of this information. Under no circumstance shall Ambrecht & Associates or any of its partners, associates, consultants, or agents involved in the creation or delivery of the material on this website be liable to you or anyone else as a result of damages from your access or use of material on this website. Some links within our website may lead you to other sites ("Third-Party Sites").

Ambrecht & Associates does not have control over those sites and is not responsible for their content or your reliance on the information contained there. Our links to Third-Party Sites do not necessarily create an endorsement or approval of any content on those sites. Once you go to a Third-Party Site, you do so at your own risk. You are subject to the terms, conditions of use, and privacy policies of the Third-Party Site.

Additional Terms

Some Ambrecht & Associates lawyers are certified as specialists by states or bona fide organizations granting independent certification. To the extent the status as a certified specialist is designated on this site, you are advised that in accordance with Illinois Rule of Professional Conduct Rule 7.2(c)(2), the Supreme Court of Illinois does not recognize the certification of specialization and such certification is not a requirement to practice law in Illinois.

In accordance with Rule 2-101(e)(3) of the New York Code of Professional Responsibility, you are advised that prior results do not guarantee a similar outcome.

In accordance with Rule 7.2(g) of the Wyoming Rules of Professional Conduct, you are advised that the Wyoming State Bar does not certify any lawyer as a specialist or expert. Anyone considering a lawyer should independently investigate the lawyer’s credentials and ability and not rely upon advertising and self-proclaimed expertise.

In accordance with Rule 7.2(f) of the Missouri Rules of Professional Conduct, you are advised that the choice of a lawyer is an important decision and should not be based on advertisements alone.

In accordance with Rule 7.2(e) of the Alabama Rules of Professional Conduct, you are advised that no representation is made that the quality of the legal services to be performed is greater than the quality of legal services performed by other lawyers.

J. Lee Johnson is responsible for the contents of this website. The principal office of Ambrecht & Associates is located at 1224 Coast Village Circle, Suite 32, Santa Barbara, California 93108-333, (805) 965-1329.

Types of Nonpublic Personal Information We Collect

Our office only collects nonpublic personal information about you that is provided to us by you or obtained by our office with your authorization.

Nonpublic Personal Information. The term "nonpublic personal information" includes any personal information such as your address and social security number, and personally identifiable financial information obtained by our office.

Nonpublic Financial Information. The term "personally identifiable financial information" means any financial information obtained about you resulting from the services provided by our office. This includes, but is not limited to, tax information and liabilities, and information about your assets such as account numbers, values, and history, if applicable. The fact that you have obtained tax services from our office is also considered "personally identifiable financial information."

Parties to Whom We Disclose Information

For current and former clients, our office never discloses any nonpublic personal information obtained in the course of our practice except as required or permitted by law or authorized by our client. Permitted disclosures include, for instance, providing information to employees of this office (who also are required to maintain confidentiality within the office), and in limited situations and with your consent, to unrelated third parties such as your accountants, financial advisors, insurance agents, financial institutions and government authorities in connection with your tax returns, who need to know that information to assist our office in providing services to you. In all situations, our office stresses the confidential nature of information being shared and the fact that it is not to be disseminated to unrelated third parties absent your express permission.

Protecting the Confidentiality and Security of Current and Former Clients' Information

Our office retains records relating to professional services that we provide you so that we are better able to assist you with your estate planning, estate administration, and tax planning needs. In order to guard your nonpublic personal information, our office maintains physical, electronic, and procedural safeguards that comply with professional ethical standards and federal regulations to guard your nonpublic personal information.

(Updated May, 2014)