GENERAL SITE DISCLAIMER
As an authorized and approved Trustee for the Deferred Sales Trust and Member of the Estate Planning Team (EPT), Reef Point, LLC promotes the use of the Deferred Sales Trust™ or other estate planning techniques and is not responsible for recommendations made by other members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.
USE OF WEBSITE AND MATERIALS
It is not intended to create or promote an attorney-client relationship and does not constitute and should not be relied upon as legal, tax or other professional advice. We intend to make every attempt to keep this information current. We do not promise or guarantee, however, that the information is correct, complete or up-to-date, and Internet subscribers and online readers should not act based upon this information without seeking professional counsel from an attorney admitted to practice in a relevant jurisdiction.
Note: Pictures of people depicted on this website, or utilized in third-party services offered by this website, may not be real clients or employees. Professional photography may be used in order to protect the privacy of all Reef Point, LLC, clients and employees.
COPYRIGHT POLICIES
Reef Point, LLC asserts a copyright in all proprietary and copyrightable text, graphics and computer code on the Website, the overall design of the Website, and the presentation of all materials on the Website, including information in the public domain. Reef Point, LLC authorizes you to view, copy, download, and print documents generated by Reef Point, LLC that appear on the Website, subject to the following conditions: * The documents may be used solely for personal, noncommercial, and informational purposes. * The documents may not be modified. * The following copyright notice and permission notice must appear in each document: “© Copyright 2020 Reef Point, LLC. All rights reserved. Protected by the copyright laws of the United States and international treaties. All use subject to “Terms of Use.” All uses of the contents of the Website, other than personal uses, are prohibited.
NEWSLETTERS, E-BLASTS AND OTHER PUBLICATIONS
Any newsletters, e-blasts or other publications available on the Website or sent electronically should not be construed as legal advice. The contents of our publications are intended for general information purposes only and may not be applicable to specific facts or circumstances. Such publications may be used solely for personal, noncommercial and informational purposes. They may not be modified and may not be quoted or referred to in any other publication or proceeding without the prior written consent of Reef Point, LLC, which may be given or withheld at our sole and exclusive discretion. To request reprint permission for any of our publications, please click on the “Contact Us” link located on the Website and provide the requested information. The mailing or electronic submission of our publications is not intended to create, and receipt of them does not constitute, an attorney-client or other professional relationship. The views set forth therein are the personal views of the individual authors and do not necessarily reflect those of the firm as a whole.
LIABILITY
Reef Point, LLC does not provide tax advice or services and can only provide the legal services that are specified in the enrollment agreement. At no time and in no event will Reef Point, LLC, be liable (i) to you for any incidental, consequential, or indirect damages arising out of the use of or inability to use this service or this site, even if Reef Point, LLC, or its agents and or representatives know or have been advised of the possibility of such damages, or (ii) to any person other than you. The materials included in our website are for informational purposes only and does not constitute legal advice.
Notwithstanding any contrary provision herein but subject to the foregoing restriction on liability, in all events Reef Point, LLC legal responsibility to you for any cause whatsoever, and regardless of the form of the action, will at all times be limited to the amount paid, if any, by you to Reef Point, LLC, for this service.
DISCLAIMER OF WARRANTY
Reef Point, LLC provides this service and this site on an as is basis and grants no warranties of any kind, express, implied, statutory, or otherwise, in any communication with Reef Point, LLC, affiliates or its representatives, or otherwise with respect to this service or this site. Additionally, Reef Point, LLC specifically disclaims any implied warranties or merchantability, fitness for a particular purpose or no infringement. Reef Point, LLC does not guarantee that use of this service or this site will always be secure, uninterrupted, available or error-free, or will meet your specific requirements, or that any defects in the service or the site will be corrected.
Reef Point, LLC disclaims all legal responsibility and or liability, regardless of the form of action, for any and all acts or omissions of other users (including unauthorized or unlawful users, or “hackers”) of this Service.
LINKS
This web site occasionally contains links to other web pages; however, the inclusion of such links does not constitute referrals or endorsements of the linked entities. Links to organizations and governmental agencies are provided as a convenience to our readers. Reef Point, LLC does not endorse and is not responsible for any third-party content that may be accessed from its web site and does not recommend or endorse the use of any third party’s services. The links are to be accessed at the user’s own risk, and the authors of this web site makes no representation or warranties about the content of these links.
JURISDICTION
By accessing this web site, you agree that any disputes or matters arising out of or related to your viewing or use of this web site shall be governed under the laws of the State of California without regard to the conflicts of law.
CLIENT RELATIONSHIP
The materials on this web site are intended for informational purposes only. The materials on this web site are not intended to be, or should they be interpreted as, legal opinion or advice. The reader should not consider this information to be an invitation to a client relationship, nor should the reader rely on the information presented on this site for any purpose, and should always seek the legal advice of counsel in the appropriate jurisdiction.
TRANSMISSION OF INFORMATION
Transmission and receipt of the information in this site and or communication with Reef Point, LLC. via email and or “real-time chat” is not intended to solicit or create, and does not solicit or create, a client relationship between Reef Point, LLC and any person or entity.
Electronic mail or other communication through this website or otherwise to Reef Point, LLC affiliates or any of its members, managers, officers, employees, agents and assigns of the same in connection with a matter for which we do not already represent you may not be treated as privileged or confidential. If you choose to contact us through this website or via email, you should be aware that any information transmitted electronically may not be secure.
INDEMNIFICATION
You agree to indemnify, defend and hold harmless Reef Point, LLC, affiliates and its members, managers, officers, employees, agents and assigns of the same, from and against any and all loss, costs, expenses (including reasonable attorney fees and costs), claims, damages, and liabilities related to or associated with your use of the website and any violation of these terms and conditions by you.
TRADEMARKS & LOGOS
Any trademarks, logos, and service marks (collectively called “Trademarks”) displayed on the Site, including ” Reef Point, LLC ” are Trademarks of Reef Point, LLC and others. Nothing contained on the Site should be construed as granting, by implication or otherwise, any license or right to use any Trademark displayed on this Site without the express written permission and consent of Reef Point, LLC or such third parties that may own the Trademarks displayed on this Site. Any intentional misuse of the Trademarks displayed on this Site, or any other content on this Site, except as provided in these Terms and Conditions, is strictly prohibited by law.
CHANGE IN TERMS
Reef Point, LLC may change these policies at any time without written notice to users. The changes will become effective upon posting of the changes to this web site.