BERDON YOUNG & MARGOLIS, PC
General Policies and Conditions
In connection with your engagement of the firm, the following guidelines and policies shall apply.
PRIVACY PROTECTION POLICY
Our law firm understands our clients’ concerns for privacy and the need to ensure the privacy of all our clients’ information. Our clients’ privacy is important to us and maintaining their trust and confidence is a high priority. Lawyers and employees who work for law firms have been and continue to be bound by professional standards of confidentiality. The purpose of this notice is to explain our Privacy Policy with regard to personal information about our clients that we obtain and how we keep that information secure.
NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about our clients that is provided to us by them or obtained by us with their authorization or consent.
WE DO NOT AND OUR EMPLOYEES AND STAFF ARE NOT AUTHORIZED TO DISCLOSE ANY PERSONAL INFORMATION ABOUT OUR CLIENTS OR FORMER CLIENTS TO ANYONE, EXCEPT AS PERMITTED BY LAW AND ANY APPLICABLE STATE ETHICS RULES.
We do not and our employees and staff are not authorized to disclose any nonpublic personal information about current or former clients obtained in the course of representation of those clients, except as expressly or impliedly authorized by those clients to enable us to effectuate the purpose of our representation or as required or permitted by law or applicable provisions of codes of professional responsibility or ethical rules governing our conduct as lawyers. Our policy specifically means that we protect the confidentiality of our clients’ Social Security numbers, prohibit unlawful disclosure of our clients’ Social Security numbers and limit access to our clients’ social security numbers in the same manner as we do all other nonpublic personal information. Specifically, no attorney, employee or staff member shall intentionally:
- Divulge any Confidential Information of any client, including but not limited to: social security numbers, driver’s license numbers, dates of birth, address, bank account numbers, the financial institution account numbers of any client, unless required to do so by law or so authorized in writing by the client;
- Discard any document, writing or paper and/or electronic media which contains any Confidential Information unless the same is shredded and/or mutilated so that the confidential information is unreadable; and
- Shall not remove from the office any confidential information, whether in printed or electronic form unless appropriate safeguards are in place and approved by a member of the firm in advance.
Wire and Check Fraud Prevention.
Wire and check fraud prevention are critical components of safeguarding the funds of clients and third parties. The purpose of these guidelines is to prevent wire and check fraud and safeguard the funds of clients and third parties. When the firm is sending wire funds to a client or third party, the request by the third party shall be documented by written and signed wire instructions, letter of instruction or other documentation which verifies in writing the wiring instructions. Wiring instructions will only be accepted by: hand delivery; facsimile; secure email; or Email, followed by full verbal confirmation and notation.
The firm, when providing wiring instructions to clients and third parties for funds to be transferred to the firm, will only do so in writing. The firm’s wiring instructions will only be sent by: hand delivery; facsimile or secure email. No client or third party should act on any instructions which deviate from this policy. The firm will not be responsible for any wired funds transmitted in reliance upon fraudulent wire instructions.
Once issued and release from the firm’s possession, no matter for how short of a period, checks will not be replaced or an alternative means of payment provided, unless a stop payment order is issued and processed or the original item is returned to the firm and no less than 5 business days have passed or other confirmation is made to determined that the item is not in the process of negotiation. The party requesting reissuance shall be responsible for the stop payment fee. Amended 2-3-2024 Page 2 of 2
Email & Texts
The firm uses various software and devices to ensure the integrity of the firm’s computer system and to prevent unwanted intrusions to its system. Accordingly, there are instances when legitimate email is filtered and not delivered. Therefore, if delivery or a response is required the sender is responsible for verifying delivery of the email either by a delivery receipt requested or verbal confirmation. Emails which are not so acknowledged shall be deemed to not have been received by the firm.
When sending emails to the firm please adhere to the following guidelines: no attachment shall exceed 6M; and the subject line shall clear reference the subject matter and, ideally, reference the firm’s matter number. For larger electronic file transmissions please contact the firm.
By engaging the firm, you agree to receive text (SMS/MMS) messages from the firm to any cell number provided by you. The firm’s number for sending and receiving text communications is 203-654-3713. You may receive an initial communication form and the firm may require you to accept and approve such communications.
Email and text communications by their nature are inherently unsecure. You consent, however, to the firm communicating with through both means of communication but understand and agree that there is the possibility that our confidential communications may indeed not be confidential and that your personal private information will not be secure if communicated or transmitted through such platforms.
To ensure your privacy and security when transmitting documents which contain personal private information, you should: use encrypted email, a password protected PDF (with the password provided to the firm via alternative means); facsimile transmission, or request the firm establish a document portal (Caret Legal’s “Caseway” portal) for your use. The firm will do so as well.
Client Complaints
At Berdon, Young & Margolis, PC, we take Client complaints seriously.
Under state and federal laws, the firm must respond immediately to any complaints.
What is a “Client Complaint”?
A client complaint is any complaint reported to an employee of the firm that is initiated by a client or by someone on behalf of the client. This includes any complaints about the firm, an employee of the firm or about any firm activity. A complaint may involve a person’s behavior or may involve a fee charge. All complaints will be taken seriously.
How is a complaint made?
Any complaints should be immediately directed to Peter A. Berdon. If Peter A. Berdon is unavailable, or if the complaint involves Peter A. Berdon, the complaint shall be made to Stuart A. Margolis. The firm will respond to the complainant within one week and will take such action as may be necessary to resolve the complaint within two weeks. The person making the complaint will be advised of the resolution of the matter.
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TEXT MESSAGING TERMS OF USE
10/1/2025
By “Opting In” to or using a “Text Message Service” (as defined below) from Berdon, Young & Margolis, PC, you accept these Terms & Conditions.
This agreement is between you and Berdon, Young & Margolis, PC or one of its affiliates. All references to “Berdon, Young & Margolis, PC,” “we,” “our,” or “us” refer to Berdon, Young & Margolis, PC, 350 Orange St, 2nd Flr, New Haven, CT 06511.
DEFINITIONS
“Text Message Service” includes any arrangement or situation in which we send one or more messages addressed to your mobile phone number, including text messages (such as SMS, MMS, or successor protocols or technologies).
CONSENTING TO TEXT MESSAGING
By consenting to receive text messages from us, you agreed to these Text Messaging Terms and Conditions, as well the terms and conditions set out in your engagement letter and our general privacy policy, each as amended from time to time, and incorporated herein by reference.
E-SIGN DISCLOSURE
By agreeing to receive text messages, you also consent to the use of an electronic record to document your agreement. You may withdraw your consent to the use of the electronic record by replying STOP.
Berdon, Young & Margolis, PC
We respect your privacy. We only use information you provide through this service to transmit your mobile messages and respond to you. This includes, but isn’t limited to, sharing information with platform providers, phone companies, and other vendors who assist us in the delivery of mobile messages. Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Nonetheless, we reserve the right always to disclose any information necessary to satisfy any law, regulation or governmental request, to avoid liability, or to protect our rights or property. This Text Message Service Privacy Policy applies to your use of the Text Message Service and isn’t intended to modify our general “Privacy Policy”, incorporated by reference above, which may govern the relationship between you and us in other contexts.
COSTS OF TEXT MESSAGES
We do not charge you for the messages you send and receive via this text message service. But message and data rates may apply, so depending on your plan with your wireless or other applicable provider, you may be charged by your carrier or other applicable provider.
FREQUENCY OF TEXT MESSAGES
This Text Messaging Service is for conversational person-to-person communication between you and our employees. We may send you an initial message providing details about the service. After that, the number of text messages you receive will vary depending on how you use our services and whether you take steps to generate more text messages from us (such as by sending a HELP request).
OPTING OUT OF TEXT MESSAGES
If you no longer want to receive text messages, you may reply to any text message with STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE. As a person-to-person communication service, opt-out requests are specific to each conversation between you and one of our employees and their associated phone number. After unsubscribing, we may send you confirmation of your opt-out via text message.
CONTACT US
For support, 203-772-3740 or accounting@bymlaw.com
Reply HELP for help or call us for assistance.