TERMS OF SERVICE

**Effective Date: August 20, 2026**

These Terms of Use and Terms of Service (“Terms”) govern access to and use of the websites, webpages, forms, portals, payment pages, digital materials, communications, products, and services operated or made available by **Genders Law & Legacy, PLLC** (“GLL,” the “Firm,” “we,” “us,” or “our”).

By accessing or using this website, submitting information through a website form, purchasing an available service, or affirmatively acknowledging these Terms through an electronic checkbox or similar mechanism, you acknowledge that you have read and understand these Terms.

Certain legal services may also be subject to a separate written engagement confirmation, engagement agreement, scope communication, or other written terms issued by the Firm.

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## 1. GENDERS LAW & LEGACY, PLLC

Genders Law & Legacy, PLLC is a District of Columbia professional limited liability company providing legal and law-related services within the scope of its attorneys’ licenses, admissions, professional obligations, and accepted engagements.

The Firm may provide services concerning federal law, federal taxation, transactional matters, tax-deferred exchanges, business and fiduciary structures, technology-related legal matters, intellectual-property-related business matters, educational services, and other matters within the Firm’s authorized scope of practice.

Nothing on this website constitutes a representation that any GLL attorney is admitted to practice law in every state or jurisdiction.

Where a matter implicates state, local, foreign, or other law outside an attorney’s authorized scope, GLL may limit its analysis accordingly and may recommend that the client consult appropriately licensed counsel.

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## 2. SEPARATE LEGAL ENTITIES

**Genders Law & Legacy, PLLC and Investment Counsel Exchange, LLC are separate and distinct legal entities.**

The existence of common ownership, management, personnel, referrals, websites, branding, business relationships, technologies, educational activities, or other connections does not merge their separate legal identities.

Unless expressly stated in a separate written agreement:

* GLL does not assume the debts, contracts, liabilities, warranties, representations, or responsibilities of Investment Counsel Exchange, LLC;

* Investment Counsel Exchange, LLC does not provide legal services on behalf of GLL;

* payment to one entity does not constitute payment to the other;

* engagement of one entity does not constitute engagement of the other;

* information provided to one entity is not automatically deemed to have been provided to the other;

* neither entity is deemed the agent, partner, joint venturer, alter ego, or legal representative of the other merely because of affiliation, ownership, referrals, or overlapping business interests; and

* each entity is responsible solely for the services it expressly undertakes.

The identity of the entity providing a particular service will be stated in the applicable website page, order form, invoice, engagement communication, contract, or other documentation.

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## 3. GENERAL WEBSITE INFORMATION IS NOT LEGAL ADVICE

Except where GLL has expressly undertaken a particular legal representation, materials appearing on this website are provided for general informational, educational, and commercial purposes.

General website content does not constitute individualized legal, tax, accounting, investment, securities, financial, title, or other professional advice.

Laws, regulations, administrative guidance, judicial decisions, tax rules, and industry practices can change.

You should not act or refrain from acting solely in reliance upon general information appearing on this website without considering advice appropriate to your particular circumstances.

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## 4. GENERAL WEBSITE USE DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP

Merely:

* accessing this website;

* reading website materials;

* downloading information;

* subscribing to a publication;

* requesting general information;

* scheduling an introductory meeting;

* submitting an Easy Button or other preliminary inquiry form;

* sending an unsolicited email or communication; or

* requesting information regarding Firm services

does not, standing alone, create an attorney-client relationship with GLL.

GLL reserves the right to conduct appropriate conflicts, jurisdictional, subject-matter, eligibility, and ethical review before undertaking a matter.

An attorney-client relationship exists only when the Firm has agreed to undertake legal representation or when such a relationship otherwise arises under applicable law and professional-responsibility rules.

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# 5. LIMITED PRELIMINARY FEDERAL LEGAL AND TRANSACTIONAL REVIEW

GLL may offer a service identified as a **LIMITED PRELIMINARY FEDERAL LEGAL AND TRANSACTIONAL REVIEW** (“Limited Review”).

The Limited Review is an intentionally limited and preliminary legal and transactional service.

Its purpose is to provide an initial assessment of specified federal legal, federal tax, transactional, structural, documentation, sequencing, timing, fiduciary, or compliance considerations based upon the information and materials made available to the Firm and within the agreed scope of the review.

### 5.1 Nature of the Limited Review

Depending upon the particular matter, a Limited Review may include:

* preliminary review of documents, forms, agreements, correspondence, transaction summaries, or other materials;

* identification of apparent federal legal or transactional issues;

* preliminary federal tax or transaction-structure observations;

* review of issues potentially involving federal tax-deferred transactions;

* identification of apparent timing or sequencing considerations;

* identification of documentation or compliance issues;

* identification of matters requiring additional investigation;

* identification of issues requiring state, local, tax, securities, accounting, investment, title, or other professional advice;

* preliminary observations regarding a proposed transaction or workflow;

* identification of potential next steps; and

* written, oral, electronic, or other communication of the Firm’s preliminary observations.

### 5.2 What the Limited Review Is Not

Unless expressly agreed or otherwise in engaged in writing, a Limited Review is **not**:

* a comprehensive legal opinion;

* a formal tax opinion;

* an Internal Revenue Service opinion or ruling;

* an audit;

* a complete due-diligence investigation;

* a title examination;

* a title opinion;

* an appraisal or valuation;

* a securities analysis;

* an investment recommendation;

* an accounting opinion;

* tax-return preparation;

* transaction closing representation;

* a qualified intermediary service;

* an escrow service;

* a custodial service;

* financial planning;

* investment advisory services;

* litigation representation;

* negotiation of transaction documents;

* continuing representation; or

* a guarantee that any transaction or strategy will achieve a particular result.

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## 6. LIMITED SCOPE OF REPRESENTATION

Where the Limited Review constitutes legal representation, the scope of that representation is expressly limited to the particular Limited Review undertaken by GLL.

The client acknowledges that GLL is not retained to provide services outside the defined scope merely because another legal, tax, financial, regulatory, title, investment, state-law, local-law, or commercial issue becomes apparent during the review.

GLL may advise the client that additional services or additional professional advisers are appropriate.

Any expansion of GLL’s representation may require a separate written agreement, written scope confirmation, and additional fee.

The Firm’s representation ends upon completion and delivery of the Limited Review unless GLL expressly agrees in writing to continue the representation.

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## 7. RELIANCE UPON INFORMATION PROVIDED

The Limited Review is based upon the facts, documents, representations, and other information reasonably available to GLL at the time of the review.

Unless expressly agreed otherwise in writing, GLL has no obligation as part of the Limited Review to:

* independently verify factual representations;

* investigate omitted facts;

* search public records;

* conduct a title search;

* obtain third-party documents;

* audit financial records;

* confirm valuations or appraisals;

* inspect property;

* investigate counterparties;

* determine investment suitability;

* independently confirm representations made by brokers, sponsors, qualified intermediaries, title companies, accountants, financial institutions, advisers, or other third parties; or

* discover information that was not reasonably disclosed or provided to the Firm.

The client is responsible for supplying complete, accurate, and timely information.

GLL may rely upon information supplied to it without independent verification unless the Firm expressly agrees otherwise.

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## 8. NO DUTY TO IDENTIFY EVERY POSSIBLE ISSUE

The Limited Review addresses only matters reasonably within its agreed scope.

GLL is not undertaking to identify every possible:

* federal issue;

* state-law issue;

* local-law issue;

* tax issue;

* securities issue;

* title issue;

* regulatory issue;

* investment issue;

* environmental issue;

* accounting issue;

* technological issue;

* cybersecurity issue;

* contractual issue; or

* commercial risk

that may affect a proposed transaction.

The identification of one issue does not imply that the Firm has investigated or ruled out every other potential issue.

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## 9. FEDERAL SCOPE AND OTHER JURISDICTIONS

The Limited Review may be expressly limited to federal legal and transactional matters within GLL’s authorized scope.

Unless expressly undertaken in writing, GLL does not provide an opinion concerning state or local law merely because a transaction, property, person, entity, or document is located within a particular state.

GLL may recommend consultation with:

* state or local counsel;

* tax professionals;

* accountants;

* securities counsel;

* investment advisers;

* title professionals;

* qualified intermediaries;

* financial institutions;

* valuation professionals; or

* other appropriate advisers.

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## 10. NO CONTINUING DUTY TO UPDATE OR MONITOR

A Limited Review reflects the facts, documents, and law reasonably considered as of the time the review is performed.

Facts, documents, transaction structures, applicable law, IRS guidance, administrative interpretations, regulations, market circumstances, or third-party conduct may subsequently change.

Unless GLL separately agrees in writing to provide continuing representation, the Firm has no continuing obligation after completion of the Limited Review to:

* monitor the transaction;

* monitor statutory or contractual deadlines;

* monitor changes in law;

* monitor regulatory developments;

* monitor third-party conduct;

* update the analysis;

* supplement its findings;

* remind the client of deadlines;

* review subsequently generated documents; or

* advise concerning events occurring after completion of the Limited Review.

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## 11. NO GUARANTEE OF RESULT

Legal, tax, regulatory, financial, and transactional matters inherently involve uncertainty.

GLL does not guarantee:

* qualification for tax deferral;

* qualification under Internal Revenue Code §1031 or any other federal tax provision;

* successful completion of any transaction;

* acceptance of a tax position by the Internal Revenue Service;

* acceptance of a position by any governmental or regulatory authority;

* absence of audit;

* absence of litigation or regulatory review;

* availability of financing;

* availability of investment or replacement property;

* conduct or performance of third parties;

* title or ownership status;

* valuation;

* investment performance;

* economic performance;

* satisfaction of any deadline; or

* any particular legal, tax, financial, business, or commercial result.

Descriptions of potential strategies, structures, benefits, protections, capabilities, or outcomes are not guarantees.

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## 12. THIRD-PARTY RELIANCE

A Limited Review is prepared solely for the client or other person or entity for whom GLL expressly undertakes the review and for the specific matter identified.

Unless GLL expressly agrees otherwise in writing, no third party is entitled to rely upon a Limited Review, preliminary observation, communication, analysis, recommendation, or work product.

A Limited Review may not be represented as a legal opinion for the benefit of lenders, investors, brokers, sponsors, regulators, purchasers, sellers, securities professionals, governmental entities, or other third parties unless GLL specifically authorizes such use.

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## 13. DISTRIBUTION OF LIMITED REVIEW MATERIALS

Except as permitted by law or agreed by the Firm, a client should not publish, reproduce, quote out of context, modify, commercially distribute, or represent a Limited Review as having been prepared for a person or purpose other than the person and purpose for which it was undertaken.

Nothing in this provision is intended to unlawfully restrict a client’s lawful use of the client’s own information or any right that cannot legally or ethically be restricted.

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## 14. PURCHASE OF A LIMITED REVIEW

GLL **may charge a fee** for a Limited Review.

The amount of any applicable fee will be disclosed on the relevant:

* order form;

* checkout page;

* invoice;

* purchase confirmation; or

* other transaction-specific communication.

These Terms intentionally do not establish a fixed dollar fee.

The fee applicable to a particular purchase is the fee displayed or otherwise communicated at the time of that purchase.

GLL may modify its fees prospectively without amending these Terms.

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## 15. PAYMENT DOES NOT AUTOMATICALLY REQUIRE THE FIRM TO ACCEPT A MATTER

Submission of an order or payment reflects the purchaser’s request for the identified service.

GLL nevertheless retains the right to determine whether it can ethically and legally undertake the matter.

The Firm may perform appropriate:

* conflicts review;

* jurisdictional review;

* subject-matter review;

* eligibility review; and

* professional-responsibility review.

If GLL determines before undertaking substantive work that it cannot accept the matter, GLL may decline the matter and return the applicable payment.

The Firm’s acceptance of one Limited Review does not obligate GLL to accept any later, related, expanded, or subsequent representation.

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## 16. FEES, EARNING OF FEES, CANCELLATION, AND REFUNDS

Fees for legal services are governed by applicable law, applicable professional-responsibility rules, and any specific written engagement terms.

Nothing in these Terms is intended to characterize every payment as immediately earned or categorically non-refundable.

To the extent a payment constitutes an advance payment for legal services, the Firm will handle that payment in accordance with applicable professional-responsibility requirements.

The Firm may earn fees as services are performed or as otherwise permitted by the applicable fee arrangement and governing law.

Nothing in these Terms authorizes GLL to retain any portion of a legal fee that applicable law or professional-responsibility rules require to be returned.

Where substantive work has begun, any refund determination may take into consideration:

* the agreed scope;

* work performed;

* time expended;

* services completed;

* applicable engagement terms; and

* governing professional-responsibility requirements.

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## 17. PAYMENT PROCESSING

GLL may use third-party payment processors, including **Stripe**, to process electronic payments.

By submitting payment information, the purchaser authorizes the applicable payment processor and GLL to process the transaction that the purchaser has authorized.

Payment processors operate under their own terms, privacy practices, security requirements, and payment-network rules.

GLL may receive information relating to:

* payment status;

* payment amount;

* transaction date;

* payment method;

* transaction identifiers;

* refunds;

* payment disputes;

* chargebacks; and

* reversals.

A chargeback or payment-processor decision does not itself determine whether services were authorized, requested, performed, earned, or owed.

Nothing in these Terms authorizes GLL to handle client or third-party property contrary to applicable professional-responsibility requirements.

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## 18. NO INVESTMENT, SECURITIES, BROKERAGE, OR FINANCIAL ADVISORY SERVICES

Unless expressly stated in a separate written engagement, GLL does not act through this website as:

* an investment adviser;

* broker-dealer;

* securities broker;

* real-estate broker;

* financial adviser;

* investment manager;

* custodian;

* qualified intermediary; or

* investment fiduciary.

References to investments, Delaware statutory trusts, replacement properties, securities, digital assets, investment structures, or financial products do not constitute a recommendation to purchase, sell, hold, exchange, or invest in any particular asset.

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## 19. FEDERAL TAX AND §1031 MATTERS

Any discussion of Internal Revenue Code §§1031, 1033, 721, 351, qualified opportunity zones, basis, capital gains, Delaware statutory trusts, or other federal tax concepts depends upon the particular facts and applicable law.

No website statement or Limited Review guarantees qualification for tax deferral, exclusion, deduction, basis treatment, or any other tax result.

Unless GLL specifically undertakes responsibility in writing, clients and transaction participants remain responsible for satisfying applicable:

* deadlines;

* identification requirements;

* documentation requirements;

* closing requirements;

* contractual obligations; and

* statutory or regulatory conditions.

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## 20. CONFIDENTIAL AND SENSITIVE INFORMATION

GLL takes its professional confidentiality obligations seriously.

Users should nevertheless avoid submitting unnecessary highly sensitive information through ordinary public-facing contact forms.

Unless specifically requested through an appropriate channel, do not submit:

* passwords;

* private cryptographic keys;

* seed phrases;

* full financial-account credentials;

* Social Security numbers;

* authentication credentials; or

* other unnecessary highly sensitive information.

Where a person qualifies as a prospective client or client under applicable law or professional-responsibility rules, GLL will treat information in accordance with the duties applicable to that relationship.

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## 21. CONFLICTS AND UNSOLICITED INFORMATION

A person should not send unnecessary confidential information before GLL has had an opportunity to determine whether it can consider the matter.

Do not transmit information solely for the purpose of preventing GLL from representing another person.

GLL may limit initial intake information to what is reasonably necessary to:

* identify the parties;

* identify the general nature of the matter;

* conduct conflicts analysis;

* determine jurisdiction;

* determine whether the matter falls within the Firm’s practice; and

* determine whether further consultation is appropriate.

Any duties that arise with respect to a prospective client remain governed by applicable law and professional-responsibility rules.

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## 22. INTELLECTUAL PROPERTY

Unless otherwise indicated, original website content and materials, including:

* text;

* graphics;

* diagrams;

* workflows;

* methodologies;

* documentation;

* presentations;

* videos;

* downloads;

* brand elements;

* proprietary processes;

* technology descriptions; and

* other original materials

are owned by or licensed to GLL and may be protected under applicable copyright, trademark, patent, trade secret, contract, and other intellectual-property laws.

### BlockDocIT™

**BlockDocIT™** is a trademark and proprietary brand of Genders Law & Legacy, PLLC.

### Institutional Truth Ledger®

**Institutional Truth Ledger® and ITL® are registered trademarks of Genders Law & Legacy, PLLC.**

Certain systems, methods, processes, architectures, workflows, technologies, and related subject matter associated with GLL may also be protected by pending patent applications, issued intellectual-property rights, copyright, trade secret protections, contractual restrictions, or other rights.

Access to this website does not grant any patent, trademark, copyright, technology, software, trade secret, commercial, or other intellectual-property license.

Except where expressly authorized by GLL in writing or permitted by law, users may not reproduce, commercialize, distribute, sublicense, sell, misappropriate, or use GLL proprietary technology or materials to develop or provide a competing product or service.

All rights not expressly granted are reserved.

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## 23. TECHNOLOGY AND LICENSING DISCUSSIONS

Descriptions of technology, workflows, demonstrations, pilots, intellectual property, integrations, partnerships, or licensing opportunities are informational and exploratory unless a separate written agreement provides otherwise.

No:

* license;

* technology transfer;

* exclusivity right;

* partnership;

* joint venture;

* agency;

* franchise;

* reseller relationship;

* commercial right; or

* authorization to implement proprietary technology

arises merely from accessing this website, requesting information, receiving a demonstration, participating in preliminary discussions, or receiving informational materials.

Any licensing or technology relationship requires a separate written agreement authorized by GLL.

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## 24. THIRD-PARTY PRODUCTS, SERVICES, AND LINKS

This website may identify or link to third-party:

* websites;

* businesses;

* financial institutions;

* title companies;

* qualified intermediaries;

* investment sponsors;

* technology providers;

* payment processors;

* professional advisers; or

* other resources.

Unless expressly stated otherwise, reference to a third party does not constitute endorsement, ownership, agency, partnership, control, guarantee, or assumption of responsibility for that third party.

GLL is not responsible for independent third-party websites, security, representations, services, products, availability, or privacy practices.

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## 25. ELECTRONIC COMMUNICATIONS

By providing contact information in connection with an inquiry, transaction, purchase, or requested service, you consent to receive communications reasonably related to that interaction.

Where separately permitted, GLL may send educational, informational, or marketing communications.

Recipients may unsubscribe from marketing communications using the mechanism provided.

Transactional, legal-service, security, billing, or engagement-related communications may still be sent where appropriate.

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## 26. WEBSITE SECURITY AND AVAILABILITY

GLL seeks to operate useful and reasonably secure online services but does not guarantee uninterrupted or error-free website operation.

Users remain responsible for maintaining reasonable security over their own:

* devices;

* systems;

* accounts;

* passwords;

* credentials;

* communications; and

* networks.

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## 27. WEBSITE DISCLAIMER OF WARRANTIES

TO THE FULLEST EXTENT PERMITTED BY LAW, GENERAL WEBSITE CONTENT AND FUNCTIONALITY ARE PROVIDED “AS IS” AND “AS AVAILABLE.”

GLL DISCLAIMS WARRANTIES CONCERNING GENERAL WEBSITE AVAILABILITY, ACCURACY, COMPLETENESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT TO THE EXTENT SUCH WARRANTIES MAY LAWFULLY BE DISCLAIMED.

This provision does not waive or diminish any professional obligation that cannot lawfully or ethically be waived or limited.

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## 28. LIMITATION OF LIABILITY FOR GENERAL WEBSITE USE

TO THE FULLEST EXTENT PERMITTED BY LAW, GLL SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING SOLELY FROM GENERAL USE OF, OR INABILITY TO USE, THIS WEBSITE OR RELIANCE UPON GENERAL WEBSITE INFORMATION.

This provision is directed to general website use.

It does not purport to prospectively waive or improperly limit liability for legal malpractice, breach of professional duty, or any other liability that applicable law or professional-responsibility rules prohibit the Firm from limiting.

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## 29. NO WAIVER OF PROFESSIONAL OBLIGATIONS

Nothing in these Terms is intended to waive, diminish, restrict, or circumvent any professional duty imposed upon GLL or its attorneys.

If a provision of these Terms conflicts with a mandatory professional obligation, the mandatory professional obligation controls.

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## 30. GOVERNING LAW

Except where applicable professional-responsibility rules, conflicts-of-law principles, jurisdictional requirements, or other mandatory law require otherwise, these Terms and general website use shall be governed by the laws of the District of Columbia.

The law governing a particular legal representation or transaction may be addressed separately in applicable engagement documentation.

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## 31. SEVERABILITY

If a provision of these Terms is determined to be invalid or unenforceable, that provision shall, where legally permissible, be interpreted or limited to the minimum extent necessary to make it enforceable.

The remaining provisions shall continue in effect.

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## 32. CHANGES TO THESE TERMS

GLL may revise these Terms prospectively.

The Effective Date shown above identifies the current version.

The Terms applicable to a completed purchase or legal engagement will be determined by the version applicable to that transaction, together with any more specific engagement or transaction documentation.

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## 33. SPECIFIC AGREEMENTS CONTROL

These Terms govern general website use and website-based purchases except where a more specific written:

* engagement agreement;

* scope confirmation;

* license agreement;

* transaction agreement;

* order confirmation; or

* other applicable agreement

governs a particular relationship or service.

If there is a conflict between these Terms and a specific written agreement governing a particular engagement or transaction, the specific agreement controls to the extent of that conflict.

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## 34. CONTACT

Questions concerning these Terms may be directed to Genders Law & Legacy, PLLC using the contact information provided on the Firm’s official website.

**© 2026 Genders Law & Legacy, PLLC. All Rights Reserved.**

**BlockDocIT™ is a trademark of Genders Law & Legacy, PLLC. Institutional Truth Ledger® and ITL® are registered trademarks of Genders Law & Legacy, PLLC.**