Legalese

Yarbrough Professional Fiduciary Services makes available the information and materials on this World Wide Website (“the Information and Materials”) for informational purposes only. While we hope and believe the Information and Materials will be helpful as a background matter, we do not warrant that the Information and Materials are accurate or complete. Moreover, the Information and Materials are general in nature and may not apply to particular factual or legal circumstances. In any event, the Information and Materials do not constitute legal or professional advice and should not be relied upon as such. You should not and are not authorized to rely on this website as a source of professional advice. Therefore, if you want advice or assistance regarding trust funding, record review, or other fiduciary matters, please consult a qualified professional. While we would welcome the opportunity to consider working with you, we render services only after completion of certain procedures. Your use of this site does not create any professional relationship between you and Yarbrough Professional Fiduciary Services.

Please feel free to send us e-mail with your thoughts about our Website or to request more information about us. However, please remember that the transmitting of an e-mail request for information does not create a professional relationship, and you should not send us via e-mail any information or facts relating to your professional issue or question. If you are not a client of Yarbrough Professional Fiduciary Services, your e-mail MAY NOT BE PRIVILEGED OR CONFIDENTIAL. If you are a client, remember that e-mail may not be secure. There is a risk that your communication may be intercepted illegally. There may also be a risk of waiver of professional privileges that may attach to your communication.

Yarbrough Professional Fiduciary Services claims a copyright in the Information and Materials presented at this World Wide Website. Yarbrough Professional Fiduciary Services authorizes you to view, copy, download, and print Yarbrough Professional Fiduciary Services’ Information and Materials on this World Wide Website, subject to the following conditions:

The Information and Materials may be used solely for personal, noncommercial, and informational purposes. The Information and Materials may not be modified. The following copyright notice and permission notice must appear in each document: “© Copyright 2024 Yarbrough Professional Fiduciary Services. All rights reserved. Yarbrough Professional Fiduciary Services Information and Materials available from this World Wide Website are protected by the copyright laws of the United States and international treaties. All use subject to Conditions of Use set forth at www.yarbroughfiduciaryservices.com.” Commercial use of Yarbrough Professional Fiduciary Services Website Materials and Screen Shots reproduction, copying, or redistribution of materials on the Yarbrough Professional Fiduciary Services website for commercial purposes is prohibited without the express written permission of Yarbrough Professional Fiduciary Services. To obtain permission to copy portions of this website, please send an email or letter to Yarbrough Professional Fiduciary Services and provide the following information in the body of the correspondence: (1) the Yarbrough Professional Fiduciary Services content you wish to use; (2) where and how it will be used (for example, newspaper, magazine, book, or other business fliers, media, or press communications); (3) where and how copies will be distributed; what audience will the information and materials be distributed to; (4) how many copies will be produced and distributed; (5) method of distribution; (6) when you intend to publish and distribute; and (7) what other non-Yarbrough Professional Fiduciary Services materials will be associated with the Yarbrough Professional Fiduciary Services content. In addition, include your name, title, company, address, email address, and phone number in the correspondence to Yarbrough Professional Fiduciary Services. We will evaluate your request and advise you as soon as possible. Yarbrough Professional Fiduciary Services reserves the right to refuse permission to copy, distribute, broadcast, or publish any of its copyrighted information or material, including text and images on our website.

Yarbrough Professional Fiduciary Services has developed and implemented unique methodologies and intellectual property related to providing hourly services for reviewing client records, offering guidance on properly funding trusts, and other fiduciary services in the state of California. This intellectual property, including but not limited to business processes, templates, client management systems, and strategic methodologies, is protected under applicable intellectual property laws. Any unauthorized use, reproduction, or distribution of our business ideas, strategies, and materials is strictly prohibited.

By accessing or using the Information and Materials on this website, you agree not to use any part of the services or ideas described herein for your own commercial purposes or to compete with the professional fiduciary services offered by Yarbrough Professional Fiduciary Services without our express written permission. Any infringement on our intellectual property, including copying or adapting the business concepts and service models presented on this website, may result in legal action.

The image of the proprietor of Yarbrough Professional Fiduciary Services, as presented on this website, is protected by intellectual property rights and may not be used, copied, reproduced, or distributed in any form, for any purpose, without the express written consent of Yarbrough Professional Fiduciary Services. Unauthorized use of the proprietor's image for commercial, promotional, or any other purpose is strictly prohibited and may result in legal action.

Information and materials provided on this website are provided “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, fitness for a particular purpose, or noninfringement. Yarbrough Professional Fiduciary Services periodically adds, changes, improves, or updates the Information and Materials on this website without notice. Yarbrough Professional Fiduciary Services assumes no liability or responsibility for any errors or omissions in the content of this website. Your use of this website is at your own risk. Under no circumstances and under no legal theory shall Yarbrough Professional Fiduciary Services, its suppliers, or any other party involved in creating, producing, or delivering this website’s contents be liable to you or any other person for any direct, indirect, special, incidental, or consequential damages of any character arising from your access to, or use of, this website or the Information and Materials contained within this website.

The Information and Materials on this World Wide Website are provided for informational purposes only, do not constitute professional advice, do not constitute a determination or opinion regarding the merit of any claim you may have to assert or which may be asserted against you, do not necessarily reflect the opinions of Yarbrough Professional Fiduciary Services, and are not guaranteed to be correct, complete, or up-to-date. This World Wide Website is not intended to create a professional relationship between you and Yarbrough Professional Fiduciary Services, and you should not act or rely on any information in this World Wide Website without seeking the advice of a qualified professional.

We would be pleased to communicate with you by e-mail. However, if you communicate with us through this World Wide Website or otherwise in connection with a matter for which we do not already represent you, your communication MAY NOT BE TREATED AS PRIVILEGED OR CONFIDENTIAL! If you communicate with us by e-mail in connection with a matter for which we already represent you, please remember that internet e-mail is not secure. In some jurisdictions, this World Wide Website may be considered advertising. The hiring of a professional fiduciary is an important decision that should not be based solely upon written information about our qualifications and experience. Yarbrough Professional Fiduciary Services has endeavored to comply with all known legal and ethical requirements in compiling this World Wide Website. Yarbrough Professional Fiduciary Services does not desire to represent clients based upon their review of any portions of this World Wide Website that may not or do not comply with legal or ethical requirements.

If you use any links in this website to other websites not maintained by Yarbrough Professional Fiduciary Services, you will leave Yarbrough Professional Fiduciary Services’ website. The linked sites are not under the control of Yarbrough Professional Fiduciary Services, and Yarbrough Professional Fiduciary Services is not responsible for the contents of any linked site or any link contained in a linked site. Yarbrough Professional Fiduciary Services provides these links to you only as a convenience, and the inclusion of any link does not imply recommendation, approval, or endorsement by Yarbrough Professional Fiduciary Services of the site.

Yarbrough Professional Fiduciary Services service marks identify Yarbrough Professional Fiduciary Services’ products and services and let the public know the source of those products, services, Information, and Materials. You may make fair use of our service marks in advertising and promotional materials, and in referencing our products and services (for example, in a magazine article) without our permission, provided you follow standard trademark usage practices and provide proper attribution. Other uses require our written permission. If you are in doubt as to whether you need our permission for a specific type of use, please ask us.

You may not use Yarbrough Professional Fiduciary Services’ logos or “design” service marks (as opposed to our service marks consisting solely of words) under any circumstances without our prior written authorization.

In addition, you may not use Yarbrough Professional Fiduciary Services service marks, whether design or word marks, in the following ways: (1) in a non-Yarbrough Professional Fiduciary Services service name or publication title; (2) in, as, or as part of, your own service or trademarks; (3) to identify products or services that are not Yarbrough Professional Fiduciary Services’; (4) in a manner likely to cause confusion; (5) in a manner that implies inaccurately that we sponsor or endorse, or are otherwise connected with, your own activities, products, and services; (6) as hidden or embedded text in web pages in an effort to cause a search of Yarbrough Professional Fiduciary Services’ marks to result in a hit on a page not maintained by Yarbrough Professional Fiduciary Services in a manner disparaging of Yarbrough Professional Fiduciary Services.