Business Estate & Tax Attorneys, P.C.
Business Estate & Tax Attorneys, P.C. (BETA) makes available the information and materials on this World Wide Web site (the “Materials”) for informational purposes only. While we hope and believe the Materials will be helpful as a background matter, we cannot warrant that the Materials are accurate or complete. Moreover, the Materials are general in nature, and may not apply to particular factual or legal circumstances. In any event, the Materials do not constitute legal advice and should not be relied on as such. Therefore, if you want legal advice, please consult a lawyer. While we would welcome the opportunity to consider having someone at Business Estate & Tax Attorneys, P.C. be that lawyer, we accept clients only in accordance with certain procedures and render legal advice only after completion of those procedures and when it is legally permissible for us to do so.
Business Estate & Tax Attorneys, P.C., DISCLAIMS ANY IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
We set out more details below under How we collect your personal data.
Are you required to provide your personal data?
You do not have to give BETA any personal data in order to use most of its websites, and in most instances you will provide it with your personal data voluntarily. However, there are circumstances in which BETA may not be able to assist you, or an organization with which you are associated, unless you provide it with your personal data. For example, your personal data may be required for legally required compliance checks, to carry out instructions, for security and other reasons to allow you to access one of our events or offices. In these cases, without the relevant personal data, BETA may be unable to assist you or your organization, and it would inform you or your organization that this is the case. BETA also may collect some personal data about you automatically – further details below.
Which personal data does BETA collect?
When you use BETA’s website or when it interacts with you, the personal data it collects, may include:
For our legal services we may collect:
How BETA collects your personal data?
BETA may collect personal data about you in a number of circumstances and ways, including: When you or your business seek legal advice or when you are engaged by BETA on behalf of its clients
Using cookies and other tracking software, we automatically collect personal data about you when you access and use our websites, blogs, mobile sites, applications, sponsored content on social media sites (the “Online Information“), and information about the device you use to access the Online Information. For example, we may collect:
Use of your personal information
BETA will use the personal data listed above if and to the extent necessary to achieve the following purposes:
Where applicable, and only as permitted by law with respect to the specific category of personal data, to assess your application to join BETA:
Legal justification for our use of your personal data
BETA may process your personal data in connection with any of the purposes set out above on one or more of the following legal grounds:
Legal basis in detail
Marketing. BETA will only provide you with marketing-related information after you have, where legally required to do so, opted-in to receive those communications. If you have not opted-in to it providing you with information promoting its business, it will use your personal information for its legitimate interests, provided that those interests are not overridden by your interests or fundamental rights and freedoms (e.g. if you are a client for news and updates on legal matters). BETA will give you the opportunity to opt out at any time.
Legal Services. If BETA is providing you (or your organization) with legal services, its processing will be necessary for the performance of a contract between you or your organization and it. Prior to entering into a contract and/or to taking steps at your request or at the request of your organization before it provides legal services, the processing is necessary for its legitimate interests and those of its clients or prospective clients to assist it in providing the legal services. BETA’s processing is for its legitimate interests in ensuring compliance with its legal and professional obligations or to protect its business. In all cases in which its legal basis for processing is due to its legitimate interests or those of its clients or prospective clients, it will use your personal information for its legitimate interests, provided that those interests are not overridden by your interests or fundamental rights and freedoms.
Recruitment. Where you apply to join BETA, it will only process your personal data based on your consent as part of the assessment of your suitability for any position for which you may apply at BETA. It may use information collected throughout the recruitment process to review BETA’s equal opportunities profile in accordance with applicable legislation.
Business partners. If you are engaged by BETA to provide services or supplies, or if you wish to be, its processing your personal data will be necessary for the performance of a contract, or for its legitimate interests. BETA will not use your personal data for making any automated decisions affecting or creating profiles other than as described above.
Sharing and transferring your personal information
BETA shares information, including personal information, within its offices, and third parties engaged by BETA to collect information (for example, your access to our email marketing). Set out below is further details of the ways BETA may share your personal data with:
How long does BETA retain your personal data?
Your personal information will be retained in accordance with our data retention policy which categorizes all of the information held by BETA and specifies the appropriate retention period for each category of data. Those periods are determined by the purpose for which the information is collected and used, taking into account applicable data protection laws, legal and regulatory requirements to retain the information for a minimum period, limitation periods for taking legal action, and BETA’s business requirements. You agree that if BETA holds your personal data for the purposes of compliance with our anti-money-laundering legal obligations, it may retain that information for a period beyond the time period specified by applicable laws.
What rights you have over your data?
You may have the following rights:
If you object to the processing of your personal information, or if you have provided your consent to processing and you later choose to withdraw it, BETA will respect that choice in accordance with its legal obligations.
Your objection (or withdrawal of any previously given consent) could mean that BETA is unable to perform the actions necessary to achieve the purposes set out above (see ‘How BETA uses your personal information’) or that you may not be able to make use of the services and products offered by BETA. Please note that even after you have chosen to withdraw your consent, BETA may be able to continue to process your personal information to the extent required or otherwise permitted by law, in particular in connection with exercising and defending our legal rights or meeting our legal and regulatory obligations. If you have provided your consent and wish to withdraw your consent, please follow the opt-out links on any marketing message sent to you, or contact BETA.
Once BETA has received notification that you have withdrawn your consent, it will no longer process your information for the purpose(s) to which you originally consented unless there are compelling legitimate grounds for further processing which override your interests, rights and freedoms, or for the establishment, exercise or defense of legal claims. Withdrawal of consent to receive marketing communications will not affect the processing of personal data for the provision of our legal services.
BETA must ensure that your personal information is accurate and up to date, where relevant. Therefore, please advise it of any changes to your information by emailing us.
California privacy rights
If you are a resident of the state of California, you have, under the California Civil Code, you have the right to request information on how to exercise your disclosure choice options from companies conducting business in California. To do so, send a request for information indicating your preference as to how you would like BETA to respond to your request (i.e., email or postal mail). To request such information, either send an email to our designated Privacy Administrator or contact us via postal mail, proper postage pre-paid, at:
Business Estate & Tax Attorneys, P.C.15 Altarinda Way
Orinda, California 94563
Attn: Your California Privacy Rights