Website Disclaimer and Terms of Use

Effective Date: 07.17.2026. Last Updated: 07.17.2026.

Brick & Patel LLP (“Brick & Patel,” “the Firm,” “we,” “us,” or “our”) is a law firm focused on trusts and estates matters, including estate planning, trust and estate administration, fiduciary representation, wealth transfer and tax planning, charitable planning, and general corporate work. This page sets forth the terms that govern your use of our website at www.brickandpatel.com (the “Site”), as well as our practices regarding personal information.

1. Informational Purposes Only; Not Legal Advice

The content on this Site is provided for general informational purposes only and does not constitute legal, tax, accounting, or other professional advice on any subject matter. Trusts and estates matters are highly fact-specific and are governed by state-specific statutes, tax rules, and case law that change frequently. No visitor to this Site — whether a client of the Firm or otherwise — should act or refrain from acting based on any content on this Site without first obtaining advice from an attorney licensed in the applicable jurisdiction, based on the visitor’s particular facts and circumstances.

Illustrative discussions on this Site and linked newsletters of topics such as wills, revocable and irrevocable trusts, powers of attorney, health care directives, probate, estate and gift tax, generation-skipping transfer tax, charitable giving, tax exempt organizations business succession, and fiduciary duties, etc., are not a substitute for personalized legal advice.

2. No Attorney-Client Relationship

Neither your use of this Site nor any communication you send to the Firm through the Site, its contact forms, or the email links posted on it will create an attorney-client relationship between you and Brick & Patel. An attorney-client relationship arises only after the Firm has: (a) completed a conflict-of-interest check; and (b) entered into a written engagement letter with you setting forth the scope and terms of the representation.

Estate planning representations frequently involve multiple related parties (for example, spouses, family members, business partners, trustees, and beneficiaries) whose interests may diverge. The Firm may decline to represent you, or may propose joint or separate representation, based on the results of its conflicts review.

3. Do Not Send Confidential Information

Please do not send us any information or documents that you wish to be treated as confidential or privileged — including information about your family, assets, health, business interests, or estate plan — until an attorney-client relationship has been established in a signed engagement letter. Information transmitted to the Firm through this Site or by unencrypted email is not secure, is provided on a non-confidential basis, and will not preclude the Firm from representing any other client in any matter, including matters adverse to you.

4. Attorney Advertising

This Site may constitute attorney advertising in some jurisdictions. Prior results do not guarantee a similar outcome. Descriptions of representative matters, planning techniques, or tax outcomes reflect the specific circumstances of those engagements and should not be relied upon as predictions of results in any other matter.

5. Tax Advice Notice

Any discussion of federal, state, city, or non-U.S. tax matters on this Site is provided for general informational purposes only. It is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of (a) avoiding penalties that may be imposed under applicable tax law or (b) promoting, marketing, or recommending to another party any transaction or matter addressed on the Site.

6. Disclaimer of Warranties

The Site and all content, materials, and functionality on it are provided “as is” and “as available,” without warranties of any kind, whether express, implied, or statutory. To the fullest extent permitted by law, the Firm disclaims all warranties, including warranties of merchantability, fitness for a particular purpose, title, accuracy, currency, completeness, and non-infringement. The Firm does not warrant that the Site will operate uninterrupted or error-free, that defects will be corrected, or that the Site or its server is free of viruses or other harmful components.

7. Limitation of Liability

To the fullest extent permitted by law, the Firm and its partners, employees, and affiliates will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages arising out of or relating to your access to or use of, or inability to access or use, the Site or its content. The Firm’s aggregate liability for any claim relating to the Site will not exceed the amount, if any, that you have paid to access the Site. Nothing in this section limits any right or remedy that cannot be excluded or limited under applicable law.

8. Third-Party Content and Links

The Site may contain links to, or content from, third-party sites and sources, including tax authorities, courts, and financial or actuarial publications. The Firm does not necessarily endorse and is not responsible for the availability, accuracy, or content of any third-party materials accessed through the Site.

9. Intellectual Property

All content on the Site — including articles, client alerts, checklists, sample forms, graphics, images, videos, and the Brick & Patel name and logo — is the property of the Firm or its licensors and is protected by intellectual property laws. Content may not be reproduced, distributed, or otherwise used without the Firm’s prior written consent, except for personal, non-commercial reference.

10. Governing Law

These Terms are governed by the laws of the State of New York applicable to agreements made and to be performed entirely within that state, without regard to conflict-of-laws principles that would apply the laws of another jurisdiction.